Annual Budget | Google Sheets Template

Plan your whole year and see how it really went. This Google Sheets annual budget spreadsheet has a 12 month plan, a monthly budget vs actual view, a transactions log and a year summary, and the dashboard shows your income, spending, savings and savings rate automatically.

WHAT'S INSIDE (7 tabs)

- START HERE: quick setup steps and tips

- Dashboard: year to date income, spent, saved, savings rate, left over and spending vs budget, with charts by month, by group and by category

- Monthly: pick any month to see budget vs actual for every category, with progress bars and status

- Transactions: every payment in and out, with type and group filled in for you

- Year Plan: your budget for every category from January to December, plus a plan check

- Year Summary: actual amounts per category and month, totals, % of income and two charts

- Setup: currency, year, your name, income sources and expense categories grouped as Fixed, Variable, Savings and Debt

HOW IT WORKS

1. After purchase, download the PDF from the link in your confirmation email.

2. Click the link. Google asks you to make a copy, which is saved to your own Google Drive.

3. Fill in your year plan, then add your transactions as you go. Every month and the dashboard update automatically.

GOOD TO KNOW

- Two versions included: one with sample data to explore and a blank one ready for your own numbers

- Works for any currency: pick your symbol on the Setup tab

- Works in Google Sheets on computer, tablet and phone. A free Google account is needed. Not made for Excel or Numbers

- Cells that calculate show a gentle warning if you try to edit them, so formulas are not deleted by accident

- This is a digital product. No physical item will be shipped

- For personal use only. Please do not share or resell

- Because this is a digital download, returns are not accepted. If you have any problem, email me and I will be happy to help