Annual & Monthly Budget Spreadsheet - Google Sheets & Excel Template for Personal Finance
Annual & Monthly Budget for Couples for Google Sheets and Excel
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The sheet works well - I think you have to have a marginal idea of how excel/sheets work to use it. This is a lot of data and a lot of numbers, so this is for the nerd. This almost MUST be done on the web browser. But I've had 1 problem with something and the customer service was excellent and they got right in and fixed it up and it was effortless.
I am still adjusting to the budgeting sheet but definitely appreciate the variety of sheets and options. This is definitely putting me on the right track.
Everything about this spread sheet is great. I do have a question regarding why the income category is not being applied to one of my months. Some assistance with that would be great.
Outside of that (once I figure out how to resolve) I am extremely impressed with this sheet.
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Ultimate Budget by Paycheck Spreadsheet Google Sheets and Excel Template
I absolutely love this spreadsheet, once you get everything inputted it runs itself when you add your income and daily expenses. From there just make a copy of the completed sheet, and remove last months expenses and income.
Then you can start over fresh with bills and planned expenses already added. The calendar tracks the monthly fixed expenses if added. The subscription tab really puts your wasteful spending into perspective.
I don’t care for the debt snowball section, you can set it to snowball or avalanche (I think it is). Maybe after playing with it more I’ll like it.
I don’t like the colors of the main spreadsheet pie chart but you may be able to customize those as well, I haven’t checked yet.
I realize this is a paycheck to paycheck spreadsheet and there’s an option for a yearly budget also. But I wish it would let me choose whether or not my bill was monthly, annual or bi annual in the main budget.
You can choose those options on a separate sheet, just not the main one. I also don’t like how it breaks down the monthly cost of a yearly/multi year subscription then adds that to your monthly expenses. I don’t budget like that (maybe I should lol).
It reminds me of the envelope system which I detest. I decided to set those to 0 now so they aren’t tracked at all in the main budget. Now I have a clearer picture of what my real monthly expenses will be.
The issues I have are my problem, it’s got nothing to do with this spreadsheet setup or how it’s functionality, 10/10 I’d recommend this to anyone wanting to know where their money is going.
Actually got this so that I could get some ideas from it and create my own but its perfect the way it is. Nothing needs be added or removed and I love the colors.
Easy to use
Great visual to see all debts in place
Excellent to help clearing them
Honestly cannot fault this - so handy and so well put together. Thank you
This helped my business so much!!
For the first time in a long time, I finally feel like I have control of my debt and paying it off! Grateful to have this! Best money I have ever spent!
