Buy and download
You'll receive a PDF with your Google Sheets link instantly.
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.
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.
Instant download
You'll receive a PDF with your Google Sheets link instantly.
One click — it's yours forever, saved to your account.
Enter your categories, pick your currency, start tracking.
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
Yes, you only need a free Google account. No Excel, no paid software.
You can set any currency from 50+ options including South African Rand.
You get an instant download link. Open the PDF, click the Google Sheets link, make a copy to your Drive. Done.
Yes. Google Sheets works on iPhone and Android. The template is designed to be readable on mobile.