Simplify personal finance tracking with this beginner-friendly automated budget spreadsheet for Excel and Google Sheets. Designed around a clean, minimal dashboard, the template helps organise income, expenses, savings and recurring payments without overwhelming you with unnecessary complexity. Use it for weekly, biweekly, monthly or annual budgeting, with dedicated tabs for payments, manual transactions, a calendar and annual tracking. The spreadsheet also includes automated recurring transactions and a 50/30/20 budgeting view, making it a useful option for anyone who wants a simple budget tracker with enough structure to stay consistent.

This simple automated budget spreadsheet is designed for beginners who want an easy way to track income, expenses and savings without an overly complicated finance system. Built for Excel and Google Sheets, it uses a clean dashboard-style layout to keep the most important budget information visible while still giving you enough structure to manage money across different budgeting periods.

The template includes dedicated areas for setup, payments, manual transactions, an all-in-one dashboard, calendar and annual tracking, with automation for recurring transactions and a 50/30/20 budgeting view. It is a practical option for anyone who wants a straightforward personal finance spreadsheet that can handle weekly, biweekly, monthly or annual budgeting.

Store: PixelMantis


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Diaxna Digital

Hi, I am Dia, and welcome to my blog www.diaxna.com! I am the creator and main author of this website. I love sharing content around digital journaling, planning, and productivity and discussing various personal growth and other creative mindfulness-related topics. Thank you for stopping by!

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