MyProductiveLifeCo
Annual & Monthly Budget Spreadsheet - Google Sheets & Excel Template for Personal Finance
Annual & Monthly Budget Spreadsheet - Google Sheets & Excel Template for Personal Finance
Couldn't load pickup availability
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
After you purchase:
You will receive a confirmation email and soon after you will receive another email with links 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.
______________________________________________
》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.
______________________________________________
》IMPORTANT
All designs are ©MyProductiveLifeCo. This item is for personal use and cannot be resold, redistributed, or used for any commercial purposes.
______________________________________________
》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*
______________________________________________
Share
Working well.
Thankyou.
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.
It is a good once you kinda figure it out. There is a formula error I had to fix on the dashboard. I’m used to a more simple budget format and I found myself going back to the simple one as this one was a little harder to use and really track where budgeted money needs to go. Overall satisfied but not sure I’ll continue using it
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.
