50/30/20 Monthly Budget Spreadsheet

Personal Finance Tracker in Excel and Google Sheets, Simple Spreadsheet

Start planning your money effortlessly and stress-free with the 50/30/20 budget spreadsheet.

Using the popular 50/30/20 budgeting method, allocate your finances into three main categories: Needs (50%), Wants (30%), and Savings (20%).

You can customize the percentages according to your needs, such as the 70/20/10 or 60/20/20 budget, or any other ratio. You can also choose any currency and set the start and end date range.

All you need to do is enter your transactions, and everything else will be calculated automatically!

Step by step instructions in YouTube – https://www.youtube.com/watch?v=TFiZdp7A8h8&t=9s

WHAT’S INCLUDED ? 

Detailed video tutorial on how to use this spreadsheet
Step by step instructions
4 Templates of Spreadsheets
1 Sample Excel Spreadsheet with Mock Data
1 Excel Spreadsheet with Empty Data
1 Sample Google Sheets Spreadsheet with Mock Data
1 Google Sheets Spreadsheet with Empty Data
Editable in Google Sheets and Microsoft Excel
Compatible with MAC, PC, Phones, or Tablets

 

FEATURES

Use with Any Currency
Automatic Calculations
Customize Colors
Customize 50/30/20 Ratio
Track Bills and Expense Categories
Easy-to-Use Transactions Tracker
Choose Between the Snowball or Avalanche Strategy
Debt Payoff Tracker & Savings / Sinking Funds & Bill Calendar

 

TRANSACTION TRACKER

Dynamic Transaction Tracker
Advanced Transaction Categorisation
Record As Many Transaction As You Like And The Tracker Will Automatically Filter And Sum Them Up Accordingly

 

DYNAMIC MONTHLY DASHBOARD

Control Panel To Check Your Progress
Rollover Function Included
Complete Automation For Detailed Monthly Financial Analysis, Including Where Did My Money Go Feature

 

SAVINGS AND SINKING FUNDS

Savings And Sinking Fund Where You Can Select A Specific Start Date For Each Goal And Advanced Analytics To Achieve Your Goals

 

NET WORTH DASHBOARD

Set Up You Net Worth Goal, Record And Track Your Net Worth By Comparing Your Assets Vs Liabilities

 

DEBT DASHBOARD

Your Best Friend To Clear The Debt In A Fastest And Most Suitable To You Way Either Using A Snowball Or Avalanche Strategies

 

EASY SET UP & SMART CALENDAR

Intuitive And Easy Set Up With An Extra Features Of Smart Calendar To Visualise Your Income Vs Bills And Debt

 

!! IMPORTANT !!

YOU WILL NEED:

A device to access Google Sheets or Microsoft Excel
A Google Account (if editing through Google Sheets)
Microsoft Excel (if editing through Excel)
Basic computer knowledge

HOW IT WORKS:

Purchase (instant download)
Upload the PDF file (access to Google Sheet)
Download the Excel template
Open the spreadsheet (start planning!)

SOME POINTS TO CONSIDER:

This is a digital download. No physical items will be shipped after the purchase.

Due to the digital nature of the product, all sales are final, and refunds are not issued.

DISCLAIMER REGARDING COLORS:

The actual color of the spreadsheet may vary due to differences in how our screens display color. Your phone, tablet, or computer may show colors differently, just as we also perceive colors differently. Please keep this in mind when purchasing the template.