Annual Budget Spreadsheet

Annual Budget Template – Excel & Google Sheets Yearly Budget Planner

One spreadsheet to plan and track your finances for the whole year. See your income, expenses, savings, and cash flow in one place — so you can stay on track without overcomplicating it.

Who it’s for

Anyone who wants a full-year view of their finances — and the ability to see both monthly and yearly progress in one place.

What it helps you do

• Track income, expenses, and savings month-by-month and year-over-year
• Monitor spending patterns and identify areas to cut costs
• Stay on top of cash flow and net worth trends
• Keep savings goals visible and measurable throughout the year

What’s included

• 16-tab Annual & Monthly Budget Spreadsheet (Google Sheets + Excel)
• Instructions tab – step-by-step setup
• Currency changer – 45+ global currencies supported
• Categories tab – define expense, bill, and debt sub-categories
• Monthly budget tabs – one for each month; log income, expenses, and savings, compare planned vs actual amounts, and view visual graphs
• Annual overview dashboard – track yearly income, savings, and cash flow; see net worth trends and top spending categories

Bonus

1) Sinking Funds Dashboard

Turn your savings goals into reality! Set targets, track progress with colorful charts, and watch your funds grow all in one place, in both Google Sheets & Excel included.

Features

• Tracks both monthly and annual finances
• Visual charts & graphs for easy insights
• Fully editable – change colors, categories, and layout
• Works in Google Sheets & Excel
• Supports any currency
• Start any year, any month
• Optimized for desktop and mobile use
• Automatic calculations – no formulas required

How it works

1. Purchase & download instantly
2. Open in Google Sheets or Excel
3. Follow the guide, set your budget, and track your progress all year long

Digital delivery

• Instant download – no physical item will be shipped
• Includes both Excel and Google Sheets formats
• For personal or internal business use only

Terms & Support

Final Sale

This is a digital product – all sales are final.

Usage

For personal or internal business use only. No reselling, sharing, or redistribution.

Need Help?

Email:contact@theboringrich.com I Contact us