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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The colors are very satisfying and the detailed layout is a helpful way to visualize my finances. I wish there was an option to change the debt snowball page to avalanche instead. Overall very pleased with this product.
The Annual and Monthly Spreadsheet is an all in one tool to help you easily manage all your finances in one place. It is simple to use and easy to navigate. The instructions on it is useful to get started on your finance journey. Really great product to use!
It takes some work to get all of the information in the spreadsheet, but after that, everything works great (I use the Excel spreadsheet)
useless for me personally. I don't know how to use it. waste of my money.
I have used this spreadsheet over the past month to become more familiar with it in preparation for using it in the new year. This spreadsheet is not only beautiful but works incredibly well, and has helped me with planning debt payoff, planning savings, and feeling more aware of and connected with my finances. I much prefer using this to paying for online services to track my money for me.
I will also add that Anna was very responsive over email and answered my questions promptly and was very friendly. Would strongly recommend this product to anyone wanting to feel more connected with their finances and capable of planning for the future.
