Budget Dashboard 2026
See this month’s spending and your bigger goals.
Track monthly spending, debt, savings and net worth in Excel or Google Sheets. Choose the included UK, US or EUR workbook to suit your records.
See what is included ↓
What is included
See the working tabs.
One workbook with budget, debt payoff, savings, net worth and dashboard tabs.
Preview shown: UK edition with fictional example data. Your download includes separate UK, US and EU folders.
What arrives in your download
One ZIP. The files and instructions together.
9 Excel (.xlsx) files, including the supplied EUR, UK, US editions. Keep an untouched copy before replacing starting examples with your own records.
See the exact workbook files
budget-dashboard-2026-toolkit/uk/Sort-and-Keep-Budget-Dashboard-2026-UK-Creator-Edition.xlsxbudget-dashboard-2026-toolkit/uk/Sort-and-Keep-Budget-Dashboard-2026-UK-Example.xlsxbudget-dashboard-2026-toolkit/uk/Sort-and-Keep-Budget-Dashboard-2026-UK.xlsxbudget-dashboard-2026-toolkit/us/Sort-and-Keep-Budget-Dashboard-2026-Creator-Edition.xlsxbudget-dashboard-2026-toolkit/us/Sort-and-Keep-Budget-Dashboard-2026-Example.xlsxbudget-dashboard-2026-toolkit/us/Sort-and-Keep-Budget-Dashboard-2026.xlsxbudget-dashboard-2026-toolkit/eur/Sort-and-Keep-Budget-Dashboard-2026-EUR-Creator-Edition.xlsxbudget-dashboard-2026-toolkit/eur/Sort-and-Keep-Budget-Dashboard-2026-EUR-Example.xlsxbudget-dashboard-2026-toolkit/eur/Sort-and-Keep-Budget-Dashboard-2026-EUR.xlsx
See the included instructions and notes
budget-dashboard-2026-toolkit/README.mdbudget-dashboard-2026-toolkit/START-HERE.mdSEPTEMBER-2026-UPDATE.mdSORT-AND-KEEP.txt
Excel files can be imported into Google Sheets; access to your chosen software is not included. EUR editions, where supplied, use euro formatting rather than exchange-rate conversions or country-specific tax rules.
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. $10.81 USD is a one-time purchase for the downloadable files.
What if I need help?
Email [email protected]. For paid downloads, read the Digital-download and 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 EU editions are included. Open the matching regional folder in your download.
Made and supported by Tyler
A person behind the workbook.
I run Sort & Keep through MorpheOS Ltd. The September release was checked for formula integrity; the previews are taken directly from the supplied workbooks. If you are unsure whether a file fits your task, ask me before you buy.
Ask Tyler about this workbook · About the shop and its checks
We aim to reply within two working days.
Try the way a workbook works.
Download the Free Budget Tracker to try a starter spreadsheet before paying. This is a separate free product, not a demo of every feature in this workbook.
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