Annual Budget Spreadsheet Template in Excel And Google Sheets, Yearly Budget Planner
About this item
- Annual Expense Tracker,
- Paycheck Budget
- Annual Budget
- Planner Excel
- Google Sheets
- Spreadsheet
- Template
Annual Budget Spreadsheets Template For Excel And Google Sheets, Yearly Budget Planner
WHAT’S INCLUDED IN THE PURCHASE?
- Video Tutorial
- 20-Page Quick Start Guide
- 4 Templates of Spreadsheets
- 1 Sample Excel Spreadsheet with Mock Data
- Excel Spreadsheet with Empty Data
- Sample Google Sheets Spreadsheet with Mock Data
- Google Sheets Spreadsheet with Empty Data
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets
- 22 Spreadsheet Tabs
TABS:
- Instructions
- Settings
- Annual Dashboard
- Annual Report
- Transaction Tracker
- 12 Tabs for Each Month
- Smart Calendar
- Savings & Sinking Fund
- Net Worth
- Debt Dashboard
- 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:
- Purchase (instant download)
- Upload the PDF file (access to Google Sheet)
- Download the Excel template
- Open the spreadsheet (start planning!)