Personal Finance Tracker Excel

Budget Planner Template Excel & Google Sheets | Personal Finance Tracker (Elegant Theme)+ Gift+ 50-Editable-Canva-Templates-6x9-for-KDP For Free

Start budgeting with our simplest budget planner in Excel and Google Sheets, now available in a sleek Elegant Theme! This one-tab template is incredibly easy to use and perfect for both beginners and experienced users alike. Begin budgeting in just 3 simple steps! Simply input your transactions, and let the template handle all calculations automatically. Whether you want to budget monthly, weekly, or even bi-weekly, this spreadsheet adapts to your needs, helping you stay organized and in control of your finances with minimal effort.

WHAT’S INCLUDED?

– Detailed video tutorial on how to use this spreadsheet
– Step-by-step instructions
– 4 Templates of Spreadsheets
– One sample Excel spreadsheet with mock data
– An Excel spreadsheet with empty data
– A sample Google Sheets spreadsheet containing mock data
– A Google Sheets spreadsheet with empty data
– Editable in Google Sheets and Microsoft Excel
– Compatible with MAC, PC, Phones, or Tablets

FEATURES:

– Use with Any Currency
– Personalize Categories
– Automated Calculations
– Set Initial Balance
– Overview of Cash Flow
– Detailed Expense Breakdown
– Budget Remaining Graph and Spending
– Overview Graph
– Monthly Budgeting, Weekly or Biweekly Budgeting
– Checkboxes for Bills, Debt & Savings
– Bonus Tab: Goal Tracker

WHY IS THIS TEMPLATE THE BEST?

– Take charge of your finances in just 3 simple steps!
– Compatible with any currency!
– One-tab layout, easily replicable for each new budget.
– User-friendly interface, ideal for newcomers!
– Video Tutorial and sample budget included for Excel & Google Sheets

These tabs collectively provide a holistic approach to managing your finances, from configuring your budget settings to actively tracking transactions, monitoring monthly progress, and staying on top of your financial goals.

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.