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First Home Budget Dashboard

A budget workbook for first-time home owners: a Dashboard with 3 charts, a Transactions log, Bills and Sinking Funds. XLSX with a blank copy.

Dashboard tab: Left to spend $1,698, Spent $4,242, Income $5,940, Savings rate 28.6%; doughnut chart of Where the money went ($); bar chart of Plan vs actual ($); column chart of Income vs spent...Transactions tab: columns Date, Item, Category, Type, Amount ($), Account, Month (auto), Year (auto); 15 sample rows.Settings tab: Currency symbol, Symbol position, Start month, Year and more.Bills tab: columns Bill, Category, Amount ($), Due day (1-28), Paid this month?, This month due (auto), Status (auto); 6 sample rows.

DashboardPreviews of the Dashboard, Transactions, Settings and Bills tabs with sample data, drawn from the file. Fonts and chart styling can differ in Excel, Numbers and Google Sheets.

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What's inside

Format
XLSX, CSV
Contents
7 tabs · 3 charts
Version
1.1 · Updated 7 Oct 2026
Licence
Personal What this means
Checked
Checked before it ships
  • first-home-budget-dashboard.xlsxXLSX · 61 KB
  • first-home-budget-dashboard-blank.xlsxXLSX · 58 KB
  • first-home-budget-dashboard.csvCSV · 4 KB
  • LICENSE.txtadded to every download

About this item

A budget workbook for first-time home owners. It has 7 tabs: Start Here, Dashboard, Transactions, Budget, Bills, Sinking Funds, Settings. The Dashboard with 3 charts shows what is left to spend ($1,698 in the sample data), what you spent against your plan, where the money went and income against spending for every month. Pick a month at the top right and every tile, chart and table follows. Type one row per purchase on Transactions; Settings holds your currency, start month and 12 categories with a budget for each, and every dropdown follows them. You get two files: one filled with sample data so you can see it working, and a blank copy with the same formulas ready for your own numbers. Nothing is password-locked. Made for Excel (XLSX).

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