50/30/15/5 Budget Spreadsheet Template for Excel and Google Sheets
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Instructions Guide/Video
50/30/15/5 Budget Spreadsheet Template for Excel and Google Sheets – Simple Spreadsheet Budget Planning
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.
WHAT’S INCLUDED
– Detailed video tutorial on how to use this spreadsheet
– Step-by-step instructions
– 4 Spreadsheet Templates:
– One sample Excel spreadsheet with mock data
– An Excel spreadsheet with empty data
– A sample Google Sheets spreadsheet containing mock data
– A 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
– Adjust the 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 unlimited transactions, automatically filtered and summed
DYNAMIC MONTHLY DASHBOARD
– Control Panel to Monitor Progress
– Rollover Functionality Included
– Complete Automation for Monthly Financial Analysis, including “Where Did My Money Go” feature
SAVINGS AND SINKING FUNDS
– Dedicated Savings and Sinking Fund Tracker
– Select Specific Start Dates for Goals
– Advanced Analytics to Achieve Your Savings Goals
DEBT DASHBOARD
– Track and Pay Down Debt Using Snowball or Avalanche Strategies
EASY SETUP & SMART CALENDAR
– Intuitive Setup with a Smart Calendar for Visualizing Income vs. Bills and Debt
Learn More
- Step-by-step instructions: Watch on YouTube
- Follow us on social media for updates and promotions! Pinterest | Facebook | Instagram
- Explore our PLR 50/30/15/5 Budget Planner with resell rights.
- Visit our Custom Spreadsheets page for tailored options.
YOU WILL NEED:
- A device to access Google Sheets or Microsoft Excel
- A Google Account (if using Google Sheets)
- Microsoft Excel software (if using Excel)
- Basic computer skills
HOW IT WORKS:
1. Purchase and download instantly.
2. Open the PDF file to access the Google Sheet link.
3. Download the Excel template.
4. Open the spreadsheet and start planning!
IMPORTANT TO KNOW:
- This is a digital download; no physical items will be shipped.
- Due to the nature of digital products, all sales are final, and refunds are not available.
COLOR DISCLAIMER:
Please note that colors in the spreadsheet may vary slightly due to screen display differences on your device. This can include variations in color on phones, tablets, and computers.
Note: For the best experience, we recommend using a desktop or laptop for full editing capabilities.
NEED HELP? If you have any questions, feel free to reach out to us at [email protected] or [email protected]. You can also contact us on WhatsApp for assistance.
Lovely product I am very pleased
Easy to use, great product overall
very colorful and useful. i like it
the best budget planner I have tried. Very hard to find one where I can choose a date range instead of a month
This is the Budget Plan for me. It's easy to use and the guide is user friendly.