Family Finance Dashboard
A ready-made family budget spreadsheet in Google Sheets. Once a month you add entries to a single sheet — it shows where your money goes, what's left, and how you're doing against your goals.
What's inside
Instructions
How to copy, set up and fill in the sheet. You can always come back to it.
Reference
Set up your categories and budgets once.
Log
The only place you enter anything. One row = one entry. Categories are picked from a dropdown.
Dashboard
The whole month on one screen: income, expenses, balance, savings, next month's plan and goal progress.
Month
Budget vs. actual for every category. See at a glance where you overspent and how the month compares to the last.
Year
12 months in one table plus a forecast — where you'll end the year if you keep spending like this.
Savings
Where your money is leaking, plus a 50/30/20 rule check to see if you're on track.
Goals
Up to 5 goals with progress bars and a calculation of how much to set aside each month to hit your deadline.
FAQ
Is this an app? What do I actually get?
No, it's not an app — it's a Google Sheets file. After payment you get a link to the file, make your own copy in your Google Drive, and use it like any other spreadsheet — on desktop, tablet or phone.
I'm not great with spreadsheets. Will I manage?
Yes. The formulas are already set up and protected from accidental changes — you only enter data in three places (Reference, Log, Goals), and everything else is calculated for you. The file includes a step-by-step guide to get started.
Can two of us manage the budget together?
Yes. Share the sheet with your family — both partners and kids can add entries from any device, and changes show up for everyone right away.
What should I do right after copying it?
The file you open from the link is view-only. In Google Sheets, choose "File → Make a copy" — it will save to your own Google Drive, and that's the copy you customize.
Can anyone else see my data?
No. The sheet lives in your personal Google Drive, and only you (and anyone you choose to share it with) can see it. We never collect or see your financial data.