Sales, Expense & Stock Tracker
Log sales, stock and expenses and the dashboard shows your sales, discounts, fees, cost of goods and real profit month by month, by channel and by…
Monthly Budget Planner & Dashboard
See exactly where your money goes, every month
Set a budget, log what comes in and goes out, and the dashboard shows income, spending, savings and what's left, with every category checked against its budget. Savings goals and a debt payoff planner are built in.
£11.99one-off · no VAT · instant download
Buy & download
Secure card checkout on our client portal (Stripe). Your download is ready the moment payment goes through. How it works
- Excel .xlsx
- Google Sheets
- Numbers
- LibreOffice
In the download (73 KB zip)
Daedalus-Design-Budget-Planner-UK.xlsxDaedalus-Design-Budget-Planner-UK-EXAMPLE.xlsx
What's included
- Dashboard — pick a month: income, spent, saved, left over and savings rate
- Budget vs actual for every category, with overspends flagged in red
- 33 ready-made UK household categories — rename or add your own
- Year view — all 12 months side by side, with an income vs spending chart
- Savings goals — how much to put aside each month to hit each target
- Debt payoff planner — months to clear, interest you'll pay, snowball order
- Blank file plus a filled-in example, and a how-to guide sheet
Perfect for
- Households and couples
- Anyone saving for a goal
- Paying off credit cards
- Students and first-time renters
- Tracking the cost of living
- New Year money resets
Dashboard View
Income, spending and savings for any month at a glance.
Overspends Flagged
Categories over budget turn red so you can act early.
Goals & Debts
Savings goals and a debt snowball planner built in.
Private
A file on your own computer — no app, no bank connection.
Questions
Does it work in Google Sheets?
Yes. Upload it to Google Drive and open it with Google Sheets — the formulas and charts work. It also opens in Numbers and LibreOffice.
Can I change the categories?
Yes. Rename, add or remove categories on the Budget sheet and everything else follows.
Does it connect to my bank?
No — you type or paste your transactions in. Nothing leaves your computer.
How do I get the files?
Press Buy, sign in or create an account on our client portal and pay by card. Your download appears under My downloads as soon as payment goes through, and you can download it again at any time.
Something not right?
Email hello@daedalusdesign.co.uk and we'll put it right: a corrected file, a different format or a refund. See refunds and faulty files.
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