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What’s inside the Project Budget Tracker.

Real content in every part, ready to rewrite with your own.

  1. 1Four KPI tiles: total budget, spent so far, remaining and % used
  2. 2Nine budget lines across discovery, brand, design, build, content and launch
  3. 3Variance and % used worked out for every line
  4. 4A status dropdown with colours: not started, in progress, done, over budget

When to use it.

Project Budget Tracker is a spreadsheet for agencies, studios and freelancers keeping a client project on budget. Each line has a budget and an actual, and the sheet works out the variance and the share used, line by line and in total. Four tiles show the budget, what's spent, what's left and the share used, and a status dropdown colours each line as it moves from not started to done, or over budget.

Made for

  • Marketing teams
  • Agencies planning client spend
  • Project managers
  • Small business owners

Make it yours in four steps.

Open it in Spreadsheets and work through it, or let Docsiv AI do the first pass with your details.

  1. Step 1

    Rename the phases and lines to match your project's scope.

  2. Step 2

    Enter the budget for each line from your proposal.

  3. Step 3

    Update the actuals every week as invoices and hours come in.

  4. Step 4

    Change each line's status from its dropdown, and share the sheet with your client or export it to Excel.

Start from the Project Budget Tracker now.

Questions about this template.

Something else on your mind? Ask us in the chat, bottom right of the page.

Is the Project Budget Tracker template free?

Yes. Create a free account and it opens in Docsiv's Spreadsheets app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.

Can I change the colours, fonts and text?

Yes, all of it. The template uses Aptos with #2563eb, #eff6ff, #dcfce7, #fef3c7, and you can change any of them, rewrite every word and add or remove rows and columns.

What can I export it as?

Spreadsheets in Docsiv offers: XLSX, CSV and PDF exports. Once it's saved, you can also share it with a link.

Can Docsiv AI write the project budget tracker for me?

Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.

All budget templates

Start your budget with Docsiv AI

Describe the client or the project and Docsiv AI writes a first draft of your project budget tracker for you to edit, share and send.