SELECTED EXCEL DEVELOPMENT PROJECT

Budget & Savings Planner

An Excel financial-planning workbook that turns month-by-month income, household spending, budgets and savings targets into an easy-to-read dashboard.

12-month planSavings goalsIncome & expensesVisual dashboard

Actual green Excel budgeting dashboard with charts and populated sample values — Actual workbook visuals presented in a dark website frame. Screen content remains an Excel interface—not an AI-generated application.

SEE THE REAL WORKBOOK

One workbook. Two useful views.

Both images were supplied directly from the Excel file and already contain illustrative amounts. No additional totals, chart bars or labels were painted onto the screenshots.

Savings and expense dashboard

A 12-month view of balance, expenses versus goals, income versus expenses, monthly balance change and spending by category.

Annual budget and income tables

Plan expense goals and saving targets, enter monthly income and actual spending, and review differences and balances across the year.

WHY IT HELPS

Clear spending targets, visible progress.

The planner separates targets from actual results so someone can understand where money is going and how their savings change over time.

Plan the year

Budget categories include rent, bills, groceries, transport, travel and other monthly items.

Compare actual spending

Actual expenses, income and balance figures are organized in a monthly grid.

Understand visually

The dashboard summarizes trends and composition without requiring the user to interpret raw rows.

Scope and verification

The dashboard and planner screenshots are supplied originals with sample amounts. These values are illustrative; the site does not present them as a customer’s real financial results. The workbook was reviewed structurally, not independently recalculated in desktop Excel.

LET’S SOLVE YOUR WORKFLOW

Need an Excel tool built around your process?

Share the current workflow, expected outputs and what takes the most time. I’ll help scope an Excel-first solution.

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