Easy Personal Budgeting Template - EXCEL

Ready to take control of your finances? Look no further.

This personal budgeting template provides an easy, step-by-step guide to acing your finances! Keep track of all your expenses whilst also working towards your savings goals. The template includes:

• Personalised dashboard
• Money pot savings function
• Month by month detailed budget
• Step-by-step instruction guide, with examples

Your personal budget dashboard provides a comprehensive overview of your current financial position. All content within the dashboard is auto calculated from other sections within the template. The dashboard functions to provide an overview of:

·       Your average savings rate

·       Total value saved, allocated or invested to date

·       Current Money Pots value

·       Your average spending rate

It also provides visual overviews of your sources of income, your types of expenditure and income vs. expenditure for each month. The detailed table within the dashboard provides actual values for all income, expenditure and savings categories by month, quarter and for the full year.

The monthly budgeting tabs enable you to keep a detailed track of all income and expenses. We suggest you use the template as both a planning and recording tool. You can undertake financial forecasting for the upcoming 12 months by entering anticipated values for all income and expenses, which can be useful to highlight any shortcomings or months with surplus for saving. We suggest you complete this initially and then revisit and complete the actual values sections after each pay-day. 

If you have any questions about this product, please email us at hello@arionas.co.uk