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Project Budget Tracker
Small Business

Project Budget Tracker — Google Sheets & Excel

Budget vs. actual across 8 editable categories with 40 expense rows and Paid/Pending tracking

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  • 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

  1. Download the .xlsx file
  2. Upload it to Google Sheets (File → Import → Upload) or open it directly in Excel
  3. Demo categories and expenses are pre-loaded so you see it working immediately
  4. Rename the 8 categories and set your real budgets on the Dashboard
  5. Log real expenses on the Expenses tab — pick the category from the dropdown, enter the amount, mark Paid or Pending
  6. 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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