Annual Finance Dashboard | Google Sheets Template
Your whole money year in one place. Log your transactions once, then pick any month to see your budget vs actual, cash flow, bills, savings and net worth. Comes in two colour themes, blush and sage, and you get both.
★ WHY YOU WILL LOVE IT ★
✔ One simple transaction log feeds every tab
✔ Month selector on the dashboard
✔ Bill calendar so you never miss a due date
✔ Sinking funds with progress rings
✔ Net worth and debt trackers month by month
✔ Two colour themes included
★ WHAT YOU WILL RECEIVE ★
✔ PDF with links to BOTH colour versions (blush and sage)
✔ Monthly Dashboard: budget vs actual, cash flow and charts
✔ Annual overview of all 12 months
✔ Transactions log with category dropdowns
✔ Bill Calendar
✔ Sinking Funds
✔ Debt Tracker and Net Worth Tracker
✔ Budget Setup, example data and a quick start guide
★ HOW IT WORKS ★
1. After purchase, download the PDF from the link in your confirmation email.
2. Click the link and choose Make a copy. It is saved to your own Google Drive.
3. Type over the example data with your own and you are ready to go.
★ GOOD TO KNOW ★
• Made for Google Sheets. A free Google account is needed. Not made for Excel or Numbers
• Works on computer, tablet and phone (the Google Sheets app works best for quick entries on a phone)
• 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, reply to your download email and I will be happy to help
• This template is a tracking tool and does not give financial advice