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Personal Finance Planner Spreadsheet - Ultimate (XLSX)

Personal Finance Planner is a tool designed to track monthly expenses and build savings plan. The tool is designed to manage multiple debit accounts (savings / current accounts) and credit accounts (credit cards) while keeping funds allocated for monthly expenses and savings separated. There is also a analysis tool which helps to analyze monthly expenses.

The tool is designed with the following rules:
  • Balance at month end should be 0. Remaining funds for each month are deposit into savings.
  • Income and money received is recorded as positive value.
  • Expenses is recorded as negative value.
  • Savings fund is managed separately from monthly expenses.
  • Fund is reserved to pay every single cent spent on credit card by month end.
  • Each expenses is tracked on net value spent / received.
  • No overdraft. Overspend amount is deducted from savings.

This is a full version where you can review and modify everything without any limitation. Alternatively, there is a standard version ( with some limitation imposed.

Visit for more information and user guide.

You will get a XLSX (218KB) file

$ 5.00

$ 5.00

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