Project Budget Tracker — Google Sheets & Excel
Budget vs. actual across 8 editable categories with 40 expense rows and Paid/Pending tracking
- Instant digital download; nothing is shipped
- Format: Google Sheets + Excel (Google Sheets, Excel .xlsx, Instructions)
- Personal use licence · no subscription
About this product
Set a budget per category once, log every expense as it happens, and watch spent vs. remaining update automatically — for each category and for the whole project. Built for any project: renovations, events, freelance work, small business launches.
What you get
- 8 editable budget categories (Labor, Materials, Equipment, Software, Travel, Marketing, Training, Misc.) — rename or add your own
- 40 built-in expense log rows
- Budget vs. Spent vs. Remaining, auto-calculated per category
- Visual progress bar for every category
- Automatic red flag when a category goes over budget
- Paid vs. Pending tracking, so you always know what's actually gone out the door
- Full Dashboard — total budget, total spent, remaining, % used, expenses logged
- Color-coded, protected cells — formulas can't be accidentally overwritten
- Works in Google Sheets AND Excel — no special functions, no compatibility gaps
How it works
- Download the .xlsx file
- Upload it to Google Sheets (File → Import → Upload) or open it directly in Excel
- Demo categories and expenses are pre-loaded so you see it working immediately
- Rename the 8 categories and set your real budgets on the Dashboard
- Log real expenses on the Expenses tab — pick the category from the dropdown, enter the amount, mark Paid or Pending
- Watch every total update instantly on the Dashboard
Key features
- Per-category: Budgeted, Spent, Remaining, % Used, visual bar
- Project-wide total budget, total spent, remaining, % used
- Paid vs. Pending totals, so cash-out-the-door is never a guess
- 🎉 Category rows highlight automatically when they go over budget
- Category dropdown on the expense log reads live from your Dashboard — rename once, it updates everywhere
100% private & offline-capable
Your data lives in your own Google Sheets copy or local Excel file — nothing is sent anywhere.
Questions
Do I need a Google account?
To use Google Sheets, yes (it's free). The file also works fully in Microsoft Excel — every formula is a standard function supported in both.
Can I use more or fewer than 8 categories?
Yes — insert or delete rows in the Dashboard category table, the dropdown and totals follow automatically.
Is this only for construction/renovation projects?
No — it's generic by design. People use it for events, freelance projects, home renovations, and small business launches.
Can I track more than 40 expenses?
Yes — just insert more rows on the Expenses tab following the same pattern.
How do I open the template?
Upload the .xlsx file to Google Sheets (File → Import) or open it directly in Excel. Step-by-step instructions are included in the download.
Can I share the files?
Files are for your personal use. Please don’t resell or redistribute them. See the licence page for details.
Something isn’t working. What now?
Email hello@desklarkshop.com and we’ll help. See the refund policy for details.
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