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FinanceTrakrGet the tracker

For Excel and Google Sheets

Know what you're really worth, not just what's in your bank account.

A 24-month finance tracker for Excel and Google Sheets. Track income, bills, weekly spending and savings in one place.

Get instant access

One-time payment. No subscription. Instant download.

FinanceTrakr dashboard previewDashboardMarchNet worth12,480Set aside for bills2,150Real net worth10,330Saved each monthBudget splitNeedsWantsSavedSavings potsCar insuranceHolidayChristmasEmergency

Why it's different

Most trackers count money you've set aside for car insurance or Christmas as if it were spare cash. FinanceTrakr lets you mark those savings pots as "set aside for future bills", so your net worth shows what you really have.

What you get

Everything in one simple file

  • Dashboard

    Net worth, savings and budget split, with charts. Pick any month from a dropdown.

  • Honest net worth

    Pots set aside for future bills are taken out of your real net worth.

  • Weekly spending tracker

    104 weeks, your own categories, a weekly allowance and a running total of what you didn't spend.

  • Overflow tracking

    Move unspent money into a pot or investment so it's never counted twice.

  • Savings pots

    Targets, target dates, progress bars and the monthly amount needed to hit each goal.

  • Budget rule check

    Compare your spending to a 50/30/20 split, which you can change.

How it works

Up and running in three steps

  1. 1

    Buy and get instant access

    Pay once and you can open your member area straight away.

  2. 2

    Download the template from your member area

    Your template is waiting there, ready for Excel or Google Sheets.

  3. 3

    Fill in the yellow cells

    Everything else calculates for you.

What's included

One template and a guide, all yours to keep

  • Blank template (.xlsx)
  • Start Here instructions tab
  • 24 months of income and bills
  • 104 weeks of spending tracking

FinanceTrakr

Personal Finance Tracker (Excel and Google Sheets)

$9.99one-time

  • Blank template (.xlsx)
  • Start Here instructions tab
  • 24 months of income and bills
  • 104 weeks of spending tracking
Buy now

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Questions

Quick answers

Does it work in Google Sheets?

Yes. Upload the file to Google Drive and open it with Google Sheets.

Do I need to link my bank account?

No. You type your numbers in, and your data stays in your own file.

Is it a subscription?

No. It's a one-time payment.

Can I use my own currency?

Yes. No currency is built in.

How do I get the file?

Right after purchase you are taken to your member area, where you can download it.

Can I change the categories?

Yes. You set your own spending categories, bills and savings pots.