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50/30/15/5 Monthly Budget Spreadsheet Template for Excel and Google Sheets

$3.99

Instant Download
Google Sheets and Excel
Video Tutorial

COUPON CODES
  • 10SAVE – 10% off your first purchase
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SKU: gs_042 Categories: , ,
50/30/15/5 Monthly Budget Spreadsheet Template for Excel and Google Sheets, Budget Planner, Personal Finance Tracker

Allocate your budget wisely into 4 main categories: Needs (50%), Wants (30%),  Savings (15%) & Debt: (5%)

This is the simplest and most understandable spreadsheet template that distributes your budget into the percentages 50 30 15  5, where all functions are automated and calculated from your data.

This template is even suitable for beginners in spreadsheets. You can also customize it according to your own financial goals. Tracking your expenses has never been easier!

WHAT’S INCLUDED IN THE PURCHASE? 
  • Video Tutorial
  • 20-Page Quick Start Guide
  • 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
  • 8 Spreadsheet Tabs
TABS:
  1. Instructions
  2. Settings
  3. Transaction Tracker
  4. Monthly Overview
  5. Smart Calendar
  6. Savings & Sinking Fund
  7. Debt Management
  8. Payments Schedule
FEATURES
  • Intuitive and quick set up in just a few steps.
  • Multi-currency support for extra flexibility.
  • Advanced transaction tracker.
  • Monthly dashboard with detailed analytics.
  • Control panel to track your progress.
  • Savings and sinking funds model.
  • Integrated smart calendar.
  • Debt dashboard with avalanche vs. snowball.
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:
  1. Purchase (instant download)
  2. Upload the PDF file (access to Google Sheet)
  3. Download the Excel template
  4. 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.

Sinking Funds Tracker Spreadsheet for Google Sheets

Customer Reviews

Based on 24 reviews
96%
(23)
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S
Sandra Lewandowska

Lovely product I am very pleased

T
Tania Banathy

Easy to use, great product overall

m
manita sookcharoen

very colorful and useful. i like it

M
Mar

the best budget planner I have tried. Very hard to find one where I can choose a date range instead of a month

C
Charmaine

This is the Budget Plan for me. It's easy to use and the guide is user friendly.

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