Forecast Dashboard Template | Income & Expense Tracker with Budget Planning | Google Sheets and Excel

See your entire financial picture — income, expenses, and forecast vs. actual — in one dashboard that updates automatically as you enter data. This Forecast Dashboard template helps you track monthly income and expenses, compare planned budgets against actuals, and spot overdue payments before they become a problem. Built-in charts turn your raw numbers into a clear, visual overview at a glance. What you get: • Income Tracker — log income by source and month • Expense Tracker — categorize spending with planned vs. actual amounts and payment status • Dashboard — auto-generated charts for income vs. expense, monthly trends, and category breakdowns • Overdue expense alerts so nothing slips through the cracks Perfect for: • Freelancers and small business owners managing cash flow • Anyone budgeting personal income and expenses • Users who want visual, at-a-glance financial insights without building formulas from scratch Works in both Google Sheets and Excel. Pre-built formulas and charts — just enter your numbers and watch your dashboard update in real time.