Project Budget Request Tracker in Excel

Managing project budgets can be time-consuming and prone to human error without the right tools. That’s why we built the Project Budget Request Tracker in Excel—a powerful, VBA-enabled solution that transforms your traditional spreadsheet into a dynamic, interactive, and user-friendly budget tracking system.

Whether you’re a project manager, finance officer, or department head, this tracker empowers you to request, manage, monitor, and report project budgets—all within Excel.

🔐 Secure Login System

The tool begins with a login form that ensures only authorized users access sensitive project data. Customize credentials for different users and enjoy full user-level access control.

🧭 Main Form – Your Command Center

The intuitive Main Form gives you a central location to:

• Add and update project budget records

• Open the dashboard and data sheets

• Manage users and settings
  No need to navigate sheet tabs manually—everything is just a click away.

📊 Interactive Dashboard

With real-time pivot charts and slicers, the dashboard gives you instant visibility into:

• Budget Requests by Project Type (Arrow Chart)

• Priority Budget by Status (Doughnut Chart)

• Approved Budget by Department (Column Chart)

• Budget by Project Manager, Funding Source, and more

You can filter by 7 slicers such as department, priority, or project status to gain actionable insights instantly.

📝 Data Entry Made Easy

Capture all critical budget request details with structured fields like:

• Project Name, Department, Manager

• Budget Requested and Approved

• Dates, Status, Type, Priority, Cost Category

• Expense Forecasts, Actual Expenses, and Remarks

Three automation buttons let you:

• ➕ Add New Record (via Form)

• ✏️ Update Record

• 🗑️ Delete Record

No manual data entry errors—just fast and accurate recordkeeping.

🗂️ Manage List Sheet

Customize drop-downs for:

• Project Types

• Statuses

• Cost Categories

• Departments
  This ensures consistency across entries and supports scalable usage.

🔧 Support & Settings

The Support Sheet powers your dashboard’s visuals in the background, while the Settings Sheet allows advanced users to configure the system to suit their needs.

👥 User Management

Add, edit, or remove users directly from the tool. Assign passwords and manage secure access. Ideal for organizations with multiple teams or project leads.

✅ Why Use This Excel-Based Tool?

✔ No Coding Needed – Built-in VBA handles everything
✔ Plug and Play – Works immediately after download
✔ Highly Visual – Charts, graphs, and pivot summaries
✔ Secure and Multi-User – Protect your financial data
✔ Fully Customizable – Adjust to your workflow
✔ Scalable – Supports large volumes of project entries
✔ Excel-Based – No external software or subscriptions needed

🎯 Who Should Use It?

• Project Managers – Track budget requests and approvals

• Finance Teams – Compare forecast vs. actual expenses

• Department Heads – View fund allocation and usage

• Small Businesses – Manage multiple project budgets

• NGOs – Monitor donor-funded project spending

• Government Agencies – Ensure transparency and traceability

📘 How to Use It?

1. Download & Enable Macros

2. Log In using Admin or User credentials

3. Use the Main Form to navigate to dashboard or entry

4. Add or Edit Budget Requests

5. Analyze Data via Dashboard

6. Export Reports as PDF or share Excel file

📺 Learn More with Step-by-Step Tutorials

YouTube.com/@PKAnExcelExpert

🔗 Click here to read the Detailed blog post

Watch the step-by-step video tutorial: