Annual Budget Spreadsheet Template in Excel And Google Sheets, Yearly Budget Planner

TABS:

1. Instructions
2. Settings
3. Annual Dashboard
4. Annual Report
5. Transaction Tracker
6. 12 Tabs for Each Month
7. Smart Calendar
8. Savings & Sinking Fund
9. Net Worth
10. Debt Dashboard
11. Debt Payment Schedule

Features:

1. Settings:
– Currency selection.
– Start date for budgeting.
– Customization of expense categories.

2. Annual Dashboard:
– Summary of annual budget, including income, expenses, savings, and investments.
– Visual charts for better understanding.

3. Annual Report:
– Detailed report on annual income and expenses.
– Comparison with budgeted values.

4. Transaction Tracker:
– Log for tracking individual transactions with columns for date, category, amount, and comments.

5. 12 Tabs for Each Month:
– Individual tabs for each month with detailed breakdowns of income and expenses.
– Visual representation of monthly trends.

6. Smart Calendar:
– Interactive calendar with markers for upcoming events and payments.
– Integration with transaction data.

7. Savings & Sinking Fund:
– Tracking savings goals.
– Monitoring sinking funds for unexpected expenses.

8. Net Worth:**
– Calculation of net worth by assessing assets and liabilities.
– Visual representation of net worth changes over time.

9. Debt Dashboard:
– Overview of outstanding debts.
– Graphical representation of debt distribution.

10. Debt Payment Schedule:
– Detailed schedule for debt repayments, including amounts, interest rates, and due dates.
– Progress tracker for debt reduction.

YOU WILL NEED:

• A device to access Google Sheets or Microsoft Excel
• A Google Account (if editing through Google Sheets)
• Microsoft Excel (if editing through Excel)
• Basic computer knowledge

HOW IT WORKS:

1. Purchase (instant download)
2. Upload the PDF file (access to Google Sheet)
3. Download the Excel template
4. Open the spreadsheet (start planning!)