Personal Finance Tracker

Ever get paid and wonder, "Where the heck did all my money go?" 

You’re not alone. Without tracking your personal finances, it's easy to lose track of your money.  This tracker simplifies your finances, empowering you to be in control, spend guilt-free, and achieve your financial goals.

I need this!

Facing the details can be scary

It allows for so much more financial freedom.

but the ease you feel when you’re in control and telling your money where to go is priceless.

Have you tried countless spreadsheets over the years to keep track of your finances, only to find that none had all the features you needed? You're not alone. That's why this Personal Finance Tracker was created with you in mind. Imagine a tool that is a true GAME changer for your financial journey!

With this tracker, you can easily conduct a 15-minute weekly money review, where you simply plug in your spending and income. This simple yet powerful tool empowers you to invest wisely, enjoy guilt-free spending on things like vacations and Free People clothing, and achieve your financial goals with confidence.

This tracker is simple to use yet gives comprehensive insights into the current state of your finances.







Take A look:

Monthly Report

Monthly Tabs

Visual Charts

See a month-by-month view of your personal finances with four main buckets: income, savings, bills, and fun money. Each bucket has customizable subcategories to fit your needs. At the bottom of the tab, you'll find insights into whether you have excess money leftover or if you overspent and have a deficit. It also shows the percentage spent in each bucket. This information provides valuable insights for understanding and managing your money effectively.

Pull up your bank and credit card accounts! Each month has its own tab where you enter all your transactions. Simply enter each transaction and select the category, then watch as the graphs and monthly report tab populate! You can customize the categories to fit your unique spending habits.  This personalization ensures that your financial tracking is tailored to your lifestyle, giving you a clear and accurate picture of your finances.

These intuitive charts transform your raw data into clear, easy-to-understand visuals that provide a comprehensive overview of your financial health. Track your income, expenses, savings, and fun money at a glance. The charts dynamically update as you enter your transactions, offering real-time insights into your spending patterns. With these visual aids, you can quickly identify trends, make informed decisions, and stay on top of your financial goals effortlessly.