📊 OVERVIEW
An editable Excel workbook designed to provide a quick snapshot of income, expenses, and net balance. Ideal for individuals, students, or consultants seeking a lightweight, no-frills budgeting tool for daily use or client onboarding.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx)
• 🧾 Structured fields for income sources and expense categories
• 📘 Built-in logic for automatic balance calculation
• ✅ Minimalist layout for fast updates and clear visibility
🧠 USE CASES
• Personal budgeting and expense tracking
• Client-facing documentation for financial coaching or onboarding
• Lightweight financial planning for short-term goals
• Reusable format for any income level, lifestyle, or budgeting style
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure with consistent logic across income and expense tables
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This template is available immediately—no waiting, no shipping, no locked fields. Built for individuals who need a clean, editable financial tracker they can deploy across any budgeting scenario or advisory workflow
