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Budget Planner Excel & Google Sheets, Monthly Budget Spreadsheet, Personal Finance Tracker

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Budget Planner Template Excel & Google Sheets | Personal Finance Tracker

Start budgeting with our simplest budget planner in Excel and Google Sheets! 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?

- 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.

HOW IT WORKS & REQUIREMENTS

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.

NEED HELP? If you have any questions, feel free to reach out to us at spreadsheetshub.office@gmail.com or info@spreadsheetshub.com. You can also contact us on WhatsApp for assistance.

Customer Reviews

Based on 6 reviews
83%
(5)
17%
(1)
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S
Sergio Isauro Sanchez Espinosa
Good Product

V3ery good!

S
Stefánia Tronka

Looks really good, can't wait to use it!

M
Michelle Roote

Budget Planner Excel & Google Sheets, Monthly Budget Spreadsheet, Personal Finance Tracker

A
Aleks

Very convenient and intuitive — no unnecessary data, just what you need.

B
Brian Nelson
Review on simple budget

There were a view problems with functions, but overall the template works really good. Thanks for the app.

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