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Budget vs Actual Tracker
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Project Management

Budget vs Actual Excel Template – Cost Tracker

Compare planned and actual costs and spot variances before they grow.

  • Budget and actual cost entry by category and month
  • Automatic variance in amount and %
  • Over-budget alerts with colour coding
  • Charts for monthly and cumulative spend
$24One-time payment · Lifetime access Buy now – instant download .xlsx · Excel 2016, 2019, 2021, Microsoft 365 (Windows & Mac)

What's inside

  • Instructions sheet with a worked example
  • Budget sheet by cost category
  • Actuals entry by month
  • Variance analysis (amount and %) with alerts
  • Dashboard with monthly and cumulative charts

Who it's for

Project managers, finance teams, contractors and small business owners who need to control spending against an approved budget.

How it works

  1. Buy and download the file instantly.
  2. Read the instructions sheet and review the worked example.
  3. Clear the example data and enter your own.
  4. Use the dashboard and printable views for reporting.

Frequently asked questions

Can I add my own cost categories?

Yes. Rename or add categories and all totals and charts update.

Does it handle multiple currencies?

Enter values in one currency of your choice; the currency symbol can be changed in cell formatting.

Is it suitable for construction projects?

Yes. Many users track project cost heads such as materials, labour, equipment and subcontracts.

How do I receive the file?

You receive a download link immediately after payment. The link is also emailed to you.

Can I get a refund?

Because files are delivered instantly, sales are final, but if a file is faulty we will fix or replace it. See our refund policy.

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