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Budget Planner Excel & Google Sheets, Simple Spreadsheet Template

$3.99

Instant Download
Google Sheets and Excel
Video Tutorial

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  • 10SAVE – 10% off your first purchase
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SKU: gs_051 Categories: , ,
Budget Planner for Excel & Google Sheets, Simple Spreadsheet Template

This template includes only the essentials, offering simplicity, clarity, and visual appeal. Simply input your transactions, and let the spreadsheet handle the rest – effortlessly and automatically!

Ideal for beginners and those looking to manage their finances effectively, this budget template simplifies budgeting with three easy steps. Whether you prefer monthly, weekly, bi-weekly, or salary-based budgeting, this spreadsheet makes it easy to track your finances and plan ahead.

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
  • 7 Spreadsheet Tabs
TABS:
  1. Instructions
  2. Settings
  3. Transaction Tracker
  4. Monthly Overview
  5. Goal Tracker
  6. Goal Ledger
  7. Goal Dashboard
Features:
  • Intuitive And Quick Set Up In Just A Few Steps
  • Multi-currency Support For Extra Flexibility
  • Detailed Financial Analytics
  • Advanced Transaction Tracker
  • Advanced Goal Tracker Model
  • 12 X Monthly Dashboards With Detailed Analytics
  1. Settings:
  •   Personalize your budget: Configure currency, time periods, and other preferences.
  •   Customize categories and labels for transactions.
  1. Transaction Tracker:
  •   Record and categorize daily transactions.
  •   Monitor income and expenses in real-time.
  •   Easily edit or delete entries for accurate tracking.
  1. Monthly Overview:
  •   Visualize your monthly financial snapshot.
  •   Track spending patterns and identify areas for improvement.
  •   View a breakdown of income, expenses, and savings.
  1. Goal Tracker:
  •   Set and track financial goals, such as saving for a vacation or an emergency fund.
  •   Monitor progress towards each goal with dynamic visuals.
  1. Goal Ledger:
  •   Detailed log of all transactions related to your financial goals.
  •   Track deposits, withdrawals, and any adjustments made to goals.
  1. Goal Dashboard:
  •   A comprehensive dashboard showcasing the status of all your financial goals.
  •   Quick insights into achieved milestones and remaining targets.

These tabs collectively provide a holistic approach to managing your finances, from configuring your budget settings to actively tracking transactions, monitoring monthly progress, and staying on top of your financial goals.


!! 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.

70/20/10 Monthly Budget Spreadsheet Template for Google Sheets

Customer Reviews

Based on 29 reviews
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(29)
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E
Ederson

very good this practical product

N
Nacera
au top très pratique à utiliser

au top très pratique à utiliser

R
Rosi Nalvarte-Sullca

Love this! It has helped me keep track of my finances

C
Charise Horn
This was great for all my budgeting needs

This was great for all my budgeting needs

C
Cherita Reid

I purchased this to get a template that is easy on the eyes. Overall Iikeit and easy to follow but as someone who has a business, I like to keep track of payment methods and see the breakdown of it just like the spending/trend breakdown and this template does not have that. I do LOVE the goal tracker, where it shows you the progress bar.

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