Personal Finance Tracker in Excel and Google Sheets, Simple Spreadsheet
Start planning your money effortlessly and stress-free with the 50/30/15 /5 budget spreadsheet.
Using the popular 50/30/15/5 budgeting method, allocate your finances into three main categories: Needs (50%), Wants (30%), Savings (15%) and Debt (5%)
You can customize the percentages according to your needs, such as the 25/25/25/25 or 70/10/10/10 budget, or any other ratio. You can also choose any currency and set the start and end date range.
All you need to do is enter your transactions, and everything else will be calculated automatically!
WHAT’S INCLUDED ?
- Detailed video tutorial on how to use this spreadsheet
- Step by step instructions
- 4 Templates of Spreadsheets
- 1 Sample Excel Spreadsheet with Mock Data
- 1 Excel Spreadsheet with Empty Data
- 1 Sample Google Sheets Spreadsheet with Mock Data
- 1 Google Sheets Spreadsheet with Empty Data
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets
FEATURES
- Use with Any Currency
- Automatic Calculations
- Customize Colors
- Customize 50/30/15/5 Ratio
- Track Bills and Expense Categories
- Easy-to-Use Transactions Tracker
- Choose Between the Snowball or Avalanche Strategy
- Debt Payoff Tracker & Savings / Sinking Funds & Bill Calendar
TRANSACTION TRACKER
- Dynamic transaction tracker.
- Advanced transaction categorization.
- Record as many transactions as you like, and the tracker will automatically filter and sum them up accordingly.
MONTHLY DASHBOARD
- Control panel to check your progress.
- Financial control panel for financial summary.
- Complete automation for detailed monthly financial analysis, including “Where did my money go” feature.
SAVINGS AND SINKING FUNDS
- Savings and sinking fund where you can select a specific start date for each goal and advanced analytics to achieve your goals.
DEBT DASHBOARD
- Your best friend to clear the debt in the fastest and most suitable way for you, either using a snowball or avalanche strategies.
EASY SET UP & SMART CALENDAR
- Intuitive and easy set up with an extra feature of a smart calendar to visualize your income vs. bills and debt.
!! IMPORTANT !!
YOU WILL NEED:
- A device to access Google Sheets or Microsoft Excel
- A Google Account (if editing through Google Sheets)
- Microsoft Excel (if editing through Excel)
- Basic computer knowledge
HOW IT WORKS:
- Purchase (instant download)
- Upload the PDF file (access to Google Sheet)
- Download the Excel template
- Open the spreadsheet (start planning!)
SOME POINTS TO CONSIDER:
This is a digital download. No physical items will be shipped after the purchase.
Due to the digital nature of the product, all sales are final, and refunds are not issued.
DISCLAIMER REGARDING COLORS:
The actual color of the spreadsheet may vary due to differences in how our screens display color. Your phone, tablet, or computer may show colors differently, just as we also perceive colors differently. Please keep this in mind when purchasing the template.
