Personal Finance Tracker + Free E-BOOK Master Your Finance
This annual and monthly budget spreadsheet for Google Sheets helps you stay on top of your finances with tools like an income tracker, expense tracker, debt tracker, savings tracker, net worth dashboard, and even a subscription tracker and priority sheet. It’s like an Excel template, but designed for easy use in Google Sheets, making it simple to manage your monthly budget, income, debt payments, and savings goals.
Whether you're working towards financial independence, early retirement, or just want to get better control of your spending, this digital planner is here to help! If your goal is to become debt-free, grow your savings, or simply stay on top of everyday expenses, this planner has got you covered!
PERSONAL FINANCE MADE EASY – WHAT YOU GET:
- Instructions - A detailed guide, video tutorial, and a spreadsheet with sample data to get you started.
- Setup Tab - A quick start section to easily set up your spreadsheet.
- Bill Planner Tab - Plan all your bills and subscriptions for the entire year in one place.
- Annual Dashboard - Get a detailed summary of your monthly income and expenses, with easy-to-read charts and graphs.
- Monthly Budget (12 Tabs) - Track all your finances: income, bills, expenses, savings, investments, and debt in one place each month.
- Transactions Tracker - Built-in tracking for income and expenses in every month.
- Net Worth Dashboard - Keep an eye on your assets and liabilities, set goals, and track your progress.
- Savings Dashboard - Monitor your savings and sinking funds, track contributions, and check how close you are to your savings goals.
- Debt Dashboard & Calculator - A powerful tool to help you monitor and calculate debts, with different payment strategies.
- Bill Calendar - Automatically visualize all your bills and debts each month, sorted and organized for easy reference.
- Priority Sheet - Rank your spending categories by importance and see how much you could save by cutting unnecessary expenses.
- BONUS - A Budgeting Guide and Checklist to help you on your path to financial freedom and wealth-building!
FEATURES:
- Available in 3 currencies - Pound, Euro, and Dollar, so you're covered no matter where you are!
- Minimal, aesthetic design - Budgeting has never looked so good!
- Automatic calculations - Let the spreadsheet handle the math while you focus on your finances.
- Streamlined content - No extra clutter, just what you need to stay organized.
- Optimized for desktop, but easy to access on mobile too.
- Works for any calendar year, so you can use it whenever you need!
HOW IT WORKS:
- This template is for Google Sheets, so you’ll need a free Google account to use it. (An Excel version is also provided separately.)
- This template is compatible with computers, laptops, smartphones, and tablets for maximum flexibility.
- After purchase, you’ll get an email with a link to your digital file, which will take you straight to your spreadsheet. (files)
Please note that this is a digital product, so no physical items will be shipped.
License:
Use the template for personal or commercial purposes.
You may NOT resell or distribute the template.