Looking for a proper multi-currency financial planner/tracker or guidance to build one

Discussion

Hi everyone,

I’m currently looking for a multi-currency financial planner / expense tracker and I’m honestly struggling to find one that actually meets a reasonable standard.

I’ve tried searching online and even purchased a template, but it turned out to be very limited and not truly functional for tracking finances across multiple currencies.

At this point, I’m open to: Being pointed to a well-designed Excel template, or building one myself, if someone can advise me on the right structure and approach.

For context: I’m an Excel newbie but I’m willing to learn and I want something that can handle multiple currencies, conversions, and clear summaries without breaking everything. I’m also fine doing the actual build on my own if I understand what sheets, formulas, or logic I should be using. So, if you’ve built something similar, have examples, or can suggest how to properly structure this in Excel, I’d really appreciate the guidance.

Thanks.

Posted Jan 7, 2026, 3:07 PM UTC

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