Budget Planner Excel & Google Sheets

Budget Planner Template Excel & Google Sheets | Personal Finance Tracker

💛 How to Use Budget Planner Spreadsheet | Step-by-Step Tutorial – https://youtu.be/Z61d37cTBsg?si=9ZdkqE679Fc1SaXv

Take control of your finances with our easy-to-use budget planner for Excel and Google Sheets. Designed for both beginners and experienced users, this one-tab template simplifies budgeting, allowing you to get started in just three easy steps. Simply enter your transactions, and the template will handle all calculations automatically. Whether you prefer monthly, weekly, or bi-weekly budgeting, this adaptable tool helps you stay organized and manage your money with minimal effort.

Key Features:

– Works with any currency

– Customizable income & expense categories

– Automatic calculations for effortless tracking

– Set and track your initial balance

– Clear cash flow overview

– Detailed expense breakdown for better insights

– Budget remaining & spending graphs

– Overview graph to visualize financial trends

– Supports monthly, weekly, or bi-weekly budgeting

– Checkboxes for bills, debt, and savings tracking

– Bonus: Goal Tracker tab to keep you motivated

Why Choose This Template?

– Start budgeting in just three simple steps

– Compatible with all currencies

– One-tab layout for simplicity and easy duplication

– Beginner-friendly design with an intuitive interface

– Comes with a video tutorial and a sample budget for Excel & Google Sheets

With this template, you can set up your budget, track transactions, monitor progress, and stay on top of your financial goals—all in one place. Budgeting has never been this simple!

WHAT’S INCLUDED?

– Step-by-step instructions 
– 4 Templates of Spreadsheets
– Sample Google Sheet with Mock Data
– Blank Google Sheet
– Sample Excel with Mock Data
– Blank Excel
– Editable in Google Sheets and Microsoft Excel
– Compatible with MAC, PC, Phones, or Tablets

 

HOW IT WORKS & REQUIREMENTS

YOU WILL NEED:

– A device to access Google Sheets or Microsoft Excel
– A Google Account (if using Google Sheets)
– Microsoft Excel software (if using Excel)
– Basic computer skills

HOW IT WORKS:

1. Purchase and download instantly.
2. Open the PDF file to access the Google Sheet link.
3. Download the Excel template.
4. Open the spreadsheet and start planning!

IMPORTANT TO KNOW:

– This is a digital download; no physical items will be shipped.
– Due to the nature of digital products, all sales are final, and refunds are not available.

COLOR DISCLAIMER:

Please note that colors in the spreadsheet may vary slightly due to screen display differences on your device. This can include variations in color on phones, tablets, and computers.

Note: For the best experience, we recommend using a desktop or laptop for full editing capabilities.