Annual 50/30/20 Budget Planner Template for Excel & Google Sheets

50/30/20 Annual Budget Spreadsheet for Excel & Google Sheets

Manage your finances effortlessly with our 50/30/20 Annual Budget Template. Allocate 50% to needs, 30% to wants, and 20% to savings, all while customizing categories to fit your goals.

Simply enter transactions to see automated calculations, providing clear insights into your budget. Enhance your financial management and achieve stability with this user-friendly template.

CUSTOMIZED FINANCIAL ALLOCATION:

Essential Needs: 50%
Personal Wants: 30%
Strategic Savings: 20%

WHAT’S INCLUDED?

 – Detailed video tutorial on how to use this spreadsheet
– Step-by-step instructions
– 4 Templates of Spreadsheets
– 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
– Customize 50/30/20 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

Benefits:

– Simplified Budgeting: Easily allocate funds to essential categories based on the 50/30/20 rule.
– Clear Financial Overview: Instantly understand how income is distributed among needs, wants, savings, and personal spending.
– Goal Tracking: Set and monitor financial goals for each category.
– Interactive Dashboard: Visualize budget breakdowns with charts and graphs.
– Expense Control: Keep expenses in check by adhering to the recommended budget percentages.

Who Should Use It:

– Budgeting Beginners: Those new to budgeting seeking a straightforward approach.
– Individuals Following the 50/30/20 Rule: Specifically designed for those aligning with this budgeting strategy.
– Goal-Oriented Individuals: Ideal for setting and achieving financial goals within defined categories.
– Visual Learners: Those who benefit from visual representations of budget data.
– Efficiency Seekers: Individuals looking for an efficient and simplified budgeting solution.

Learn More

• Step-by-step instructions: Watch on YouTube
• Follow us on social media for updates and promotions! Pinterest | Facebook | Instagram
• Explore our PLR 50/30/20 Annual Budget Spreadsheet with resell rights.
• Visit our Custom Spreadsheets page for tailored options.