Bestseller

Monthly Money Dashboard for Google Sheets & Excel | Budget, Savings & Debt Tracker

★★★★★ 4.9 (127 reviews)

Finally see exactly where your money goes — every month.

The SA Money Dashboard is a complete personal finance spreadsheet that turns scattered bank statements into one clear picture. Set your budget, log income and spending as it happens, and everything else updates on its own: your dashboard, your budget check, your savings goals, and your debt payoff.

No complicated setup. No accounting knowledge. Just open it, change a few numbers to match your life, and start tracking.

Made for South African money habits Most budget templates are built for the US. This one isn't. It already understands prepaid electricity, debit orders, bank fees, family support, store accounts, BNPL, medical aid, and TFSA/investment contributions — so you're not forcing your life into someone else's categories. Outside SA? Every category, currency, and label is fully editable in seconds.

11 connected tabs, all working together Start Here · Dashboard · Budget Planner · Budget Check · Income Log · Spend Log · Monthly Summary · Savings Goal Calculator · Large Purchase Planner · Debt & Credit Tracker · Settings

Works wherever you do Use it free in Google Sheets, or in Microsoft Excel. Works on desktop, tablet, and mobile.


WHAT'S INCLUDED

  • 1 × pre-built spreadsheet (11 connected tabs)
  • Google Sheets version + Excel (.xlsx) version
  • Sample data so you can see how it works
  • Start Here tab with quick setup guide
  • Fully editable categories, payment methods, debt types & savings goals
  • Instant digital download — yours the moment you buy

DELIVERY & USAGE NOTE 

Instant download. After checkout you'll get immediate access to your files — no waiting, no app to install. To use the Google Sheets version, just open the link and select "Make a copy." For Excel, download and open the .xlsx. Because this is a digital product, all sales are final, but if anything's wrong with your file, message me and I'll sort it out fast.

11 simple tabs Track Savings & Debt ZAR + 50 currencies
R 199.00

Instant download

  • 🔒 Secure checkout via Yoco
  • ⬇️ Instant download — link arrives in 60 seconds
  • 📱 Works on phone, tablet and laptop
🛡 Take Control Of Your Finances

How it works

1
⬇️

Buy and download

You'll receive a PDF with your Google Sheets link instantly.

2
📋

Make a copy to your Google Drive

One click — it's yours forever, saved to your account.

3
✏️

Set up in 5 minutes

Enter your categories, pick your currency, start tracking.

What our customers say

★★★★★
I've tried so many budget templates but this one actually makes sense. It shows me exactly where I overspent every month. Worth every cent.
Thandi M. Johannesburg · Monthly Budget Planner
★★★★★
Set it up on a Sunday afternoon and now I do my budget every month in 20 minutes. It is a game changer.
Brian P. Cape Town · Monthly Budget Planner
★★★★★
Finally stopped wondering where my salary disappears to. This planner showed me I was spending R3,000 a month on things I didn't even notice.
Dani M. Pretoria · Monthly Budget Planner

Common questions.

Does this work on the free version of Google Sheets?

Yes, you only need a free Google account. No Excel, no paid software.

What currency does it use?

You can set any currency from 50+ options including South African Rand.

What happens after I buy?

You get an instant download link. Open the PDF, click the Google Sheets link, make a copy to your Drive. Done.

Can I use this on my phone?

Yes. Google Sheets works on iPhone and Android. The template is designed to be readable on mobile.