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Budget Tracker Spreadsheet | Expense Tracker | Bank CSV Auto Sort | Business and Personal Budget | Profit and Loss | Excel Google Sheets

NowPrice:$2.49

Original Price: $4.99

50% off

•

Sale ends on November 21

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Highlights

  • Designed by QuoteReadySheets
  • Digital download
  • Digital file type(s): 1 PDF, 2 other files

Paste your bank transactions in, and they sort themselves into a Business budget and a Personal budget. No typing every purchase by hand.

HOW IT WORKS
1. Download a CSV of your transactions from your bank's website
2. Paste the date, description and amount into the Import tab
3. Pick the account. Everything else is automatic

WHAT IT DOES
✔ 900+ store keywords built in (Kroger, Amazon, Shell, Netflix, Uber, CVS and many more), so most rows sort on their own
✔ Teach it any store once on the Rules tab and it remembers
✔ Helper notes on every row tell you exactly what to fix: a missing amount, an unsorted store, a possible duplicate
✔ Transfers and credit card payments are skipped, so nothing counts twice
✔ Green for money in, red for spending, gray for transfers
✔ Business tab: sales, supplies, fuel, ads, fees and owner pay
✔ Personal tab: rent, groceries, transportation, medical, personal care, education, savings and more
✔ Empty lines ready for your own categories
✔ Accounts tab: pick any checking, savings or card account and see a clean month by month chart
✔ Tags: mark work day coffee and train fares as Work (9 to 5), or split a main and side business, and see them totaled
✔ Year Summary with your savings rate and a chart of every month
✔ Spending donut charts by category for any month or the whole year
✔ Bank guide for Capital One, Chase, Bank of America, Wells Fargo, Citi, Discover and American Express
✔ Locked formulas and a clickable menu so nothing breaks

WHAT YOU GET
• Budget Tracker (.xlsx) for Microsoft Excel and Google Sheets
• Google Sheets link (PDF): one click to make your own copy
• A full year of sample transactions so you can see it working
• FREE BONUS: 2026 Small Business Tax Breaks cheat sheet

YOUR DATA STAYS PRIVATE
Everything lives in your own file. Nothing is uploaded or connected to your bank.

GOOD TO KNOW
• Instant digital download. No physical item will ship.
• Google Sheets: open the PDF in your download and tap the link to make your own copy. A free Google account works.
• Questions, or want it set up for your bank? Message me on Etsy and I'll help.

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Layout and formulas were built with AI assistance, then designed, tested and checked by me.

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Listed on Oct 22, 2026
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