Personal Finance Tracker in Excel and Google Sheets. Spreadsheet Template
This is the Best Planner for your Budget, designed for Google Sheets and Excel, allowing you to easily create a monthly budget and salary budget.
Our planner simplifies financial management by performing calculations for you, ensuring ease and convenience. Enter your transactions and watch the table automatically update, making it easy to track your income and expenses.
This template is fully customizable! You can change everything in it – colors in tables, pie charts, etc.
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
- See Income Streams, Debts and Savings
- Track Bills and Expense Categories
- Easy-to-Use Transactions Tracker
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 DASHBOARDS
- Visually Appealing and Follow Dashboard
- 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 Debt in the Fastest and Most Suitable Way for You, Either Using Snowball or Avalanche Strategies
EASY SETUP & SMART CALENDAR
- Intuitive and Easy Setup with Extra Features 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.
