MyProductiveLifeCo
Annual & Monthly Budget Spreadsheet - Google Sheets & Excel Template for Personal Finance
Annual & Monthly Budget Spreadsheet - Google Sheets & Excel Template for Personal Finance
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Simplify Your Budgeting with Our Annual & Monthly Budget Spreadsheet
Take control of your finances with our comprehensive budgeting spreadsheet, available for Google Sheets and Microsoft Excel. Perfect for personal finance management, this budget template makes tracking your income, expenses, and savings straightforward and even enjoyable!
Why Choose This Budget Spreadsheet?
- User-Friendly Design: Ideal for beginners, with automated calculations that save you time and effort.
- Comprehensive Financial Tracking: Monitor your monthly spending, net cash flow, and yearly financial summary with intuitive dashboards.
- Complete Budgeting Tools: Includes a bills calendar, subscription tracker, debt snowball calculator, and savings planner—all in one place.
- Multi-Currency & Global Use: Supports most currencies and allows easy adjustments for your specific needs.
- Access Anytime, Anywhere: Use it online with your Google or Microsoft account, available on any device.
What’s Included:
- 18 Organized Tabs:
- Instructions
2. Annual Dashboard
3 to 14. 12 Monthly Budget
15. Editable Bills Calendar
16. Subscription Tracker
17. Debt Snowball Calculator
18. Savings Planner
How to Access Your Budget Template:
You will be taken to a download page. Click on the buttons to download your files.
For Google Sheets: Download the file that starts with Google Sheets. In this file click on the button. It will redirect you to the Google Sheet website where you can make a copy of the file. If the file opens in "View Only" go to "File" and choose "Make a copy".
For Excel: Download the .xlsx file and open it in Microsoft Excel.
You will also receive an email with access to the Download page.
》FEATURES
- Yearly summary
- Annual cash flow summary
- Annual & monthly totals in every category
- Annual spending breakdown
- 12 Budget dashboards
- Dropdown for country
- Most currencies included**
- Monthly spending overview
- Income tracking
- Expense, bills, savings & debt payment tracking
- Projected & actual budgets
- Savings tracker
- Transaction tracker
- Expense breakdown
- Comprehensive graphs
- Editable bills calendar
- Automatic day updating calendar
- Subscription tracker
- Subscription monthly cost
- Debt snowball calculator
- Debt balance overview
- Debt repayment end date
- Savings planner
**For the currencies: After purchase if your country is not in the list, please contact me on Etsy and I will add it.
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》NOTES
- For Google Sheets, you will need Google Sheets and a basic understanding of how to use it.
- For Excel, you will need either Office 2021 or later or a Microsoft Excel 365 subscription and a basic understanding of how to use it.
- The spreadsheet looks and works better on a desktop/computer.
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》IMPORTANT
All designs are ©MyProductiveLifeCo. This item is for personal use and cannot be resold, redistributed, or used for any commercial purposes.
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》THIS IS A DIGITAL FILE / INSTANT DOWNLOAD
Digital means its ready to download straight away after buying! No waiting, and no shipping fees. Purchase once and its yours forever!
*No physical product will be shipped*
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I was slightly skeptical when purchasing, because I've grown VERY attached to my haphazard budget spreadsheet for the last six years...but boy was it worth it!
It took me some time to transfer over all of my data, but now I feel like I can plan and budget SO much more efficiently - and I was already a highly organized girly. I have a better understanding of my entire financial budget, can plan things out, and best of all, save money on food! I love the pantry feature that allows you to compile all of your ingredients to then spit out a recipe with available ingredients. You can even track expiration dates, which has helped me to cook so much more food before it goes bad.
I can't recommend these enough. Truly awesome and so helpful!
Didn't get it
I am having trouble with this as it does not follow onto to rest of the months and even though I have the lastedt version of excel it st still has #name in multiple columns
Monthly Balance overview and Bills Calendar don't work for me. I'am on microsoft 365, excel.
I've found a few issues with the spreadsheet. My income data does not transfer from January to the remainder of the months. Is there a fix?
