Inventory & Budget Tracker Excel template

Description

STOP COUNTING SUPPLIES ON STICKY NOTES.

This all-in-one Inventory & Budget Tracker keeps your supplies, spending, storage, and event snacks in a single, color-coded workbook. Type in what you have — and it tells you what’s low, what to reorder, how much to buy, and exactly where your money is going. Perfect for community centers, churches and places of worship, nonprofits, daycares, schools, clubs, food pantries, small offices, and any team that buys supplies and runs events.

Works in BOTH Microsoft Excel and Google Sheets. No add-ons, no macros, no monthly fees.

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WHAT IT DOES FOR YOU

✓ Automatic stock status — type the current count, and each item turns green (Full Stock), amber (Running Low), or red (Reorder Now). No formulas to touch.

✓ A shopping list that builds itself — every low or out-of-stock item is pulled automatically, sorted by urgency, with a suggested order quantity and estimated cost.

✓ Budget vs. spending — set a monthly budget per category, log each purchase, and instantly see what’s spent, what’s left, and the percent used.

✓ Smart event snack budgets — set a per-head allowance and a cap per tier; the sheet calculates the allowed budget for any event size and tracks actual spend against it.

✓ A live dashboard — counters and charts (stock breakdown, spending by category, month-to-month trend) update the moment you type.

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WHAT’S INSIDE (9 tabs)

1. Cover — overview and contents
2. Guide — step-by-step how-to and FAQs
3. Master Inventory — every item with automatic stock status
4. Shopping List — auto-fills what to reorder, with quantity and cost
5. Budget & Spending — monthly budget vs. logged spend
6. Locations — storage spots and vendor list (counts update automatically)
7. Snack Tiers & Events — per-head event budgets with caps
8. Monthly Summary — month-to-month spending vs. budget
9. Dashboard — counters, charts, and a reorder alert list

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WHY YOU’LL LOVE IT

• Beginner-friendly — yellow cells are the only cells you type in; everything else calculates for you
• Clean, professional design in a calm green-and-gold theme
• Fully editable — add items, categories, vendors, and storage spots anytime
• Built-in dropdowns keep your data tidy and consistent
• Print-ready layouts for sharing a shopping list or monthly report

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COMPATIBILITY

• Microsoft Excel 2016, 2019, 2021, and Microsoft 365 (Windows & Mac)
• Google Sheets (free — just upload to Google Drive and open)
• Desktop recommended for the best experience

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HOW IT WORKS

1. Download instantly after purchase
2. Open in Excel, or upload to Google Drive and open with Google Sheets
3. Type in your items and counts — the status, shopping list, and dashboard fill in for you

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WHAT YOU GET

• 1 ready-to-use spreadsheet (Excel .xlsx — also opens in Google Sheets)
• Pre-loaded sample data so you can see exactly how everything works
• A built-in Guide tab walking you through every feature

This is an INSTANT DIGITAL DOWNLOAD. No physical item will be shipped.

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IMPORTANT

• Because this is a digital product that’s delivered instantly, all sales are final and non-refundable. If anything isn’t working, please message me — I’m happy to help make it right.
• This file is for your own/organization’s use. Please don’t resell, share, or redistribute the file or its design.
• Colors may appear slightly different across screens and devices.

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NEED IT CUSTOMIZED?

Want different categories, your logo, extra tabs, or a tailored version for your organization? Send me a message here on Etsy and I’ll be glad to help.

Thanks for stopping by — let’s get your supplies and budget organized.

Order now 🙂