Budget Dashboard 2026
See your budget and your bigger goals together.
Bring monthly spending, debt payoff, savings and net worth into one workbook for Excel or Google Sheets.
See what is included ↓
What is included
A place for the details.
One workbook with budget, debt payoff, savings, net worth and dashboard tabs.
Before you download
Is this the right fit?
You want to track more than this month’s spending, with space for debt, savings and your overall financial picture.
You enter and maintain your own records. This spreadsheet does not replace professional financial, accounting, tax or investment advice.
Which software do I need?
Use Microsoft Excel or import the spreadsheet files into Google Sheets. You need access to your chosen spreadsheet software. A computer is the best place to set up and work through the files.
How do I get started?
Follow the download instructions from Sort & Keep. Keep an untouched copy, open a working copy, review the example entries and add your own information.
Is there a subscription?
No Sort & Keep subscription. £7.99 GBP is a one-time purchase for the downloadable files.
What if I need help?
Email [email protected]. For paid downloads, read the limited refund policy before buying.
Budget Dashboard 2026
Ready to make it yours?
See your budget and your bigger goals together.
Browse other templates ↗UK, US and EUR editions are included where the workbook uses money. Training and habit workbooks use their existing editions.