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Goal Planner Template Spreadsheet for Google Sheets & Excel

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Ever feel overwhelmed by your goals and not sure where to start? This planner is like your personal coach — organizing your goals, breaking them down into easy steps, and keeping you motivated. It’s simple, clear, and helps you actually get things done, no matter what part of life you’re working on.

How to Use the Goal Tracker | Step-by-Step Video Tutorial

With it, you can:

  • Track up to 50 goals at once across different areas of life.
  • Add up to 20 custom goal categories so your tracking fits your lifestyle.
  • Set deadlines and see countdowns so you stay on pace.
  • Measure progress visually with automatic percentage updates.
  • Break each goal into up to 50 tasks, mark them as complete, and see your progress instantly.
  • Record “Why it’s important” and planned rewards to keep motivation high.
    Switch between Google Sheets and Excel — it works seamlessly in both.

The advantage? You’re not just making a list — you’re building a clear action plan with deadlines, priorities, and visible progress. Everything is laid out in a clean, easy-to-use dashboard that keeps you focused and accountable.

Whether you’re a student, entrepreneur, professional, or just someone who wants to stay on top of personal goals, this planner helps you stay organized, motivated, and moving forward every single day.

WHAT’S INCLUDED?

- Step-by-step instructions 
- 4 Templates of Spreadsheets
- Sample Google Sheet with Mock Data
- Blank Google Sheet
- Sample Excel with Mock Data
- Blank Excel
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets

FEATURES & LIMITATIONS

  • Automated Calculations: All totals, charts, and summaries update automatically when data is entered. No manual math required.
  • Currency Customization: For all budget and finance-related templates, you can easily change the currency symbol (USD, EUR, GBP, etc.) in just a few clicks.
  • Protected Formulas: Certain cells and tabs are locked to prevent accidental deletion of complex formulas, ensuring your template works perfectly. However, no passwords are required—you can easily unlock the sheets if you wish to customize the structure.
  • Language: This template is provided in English
  • No Macros: We use advanced formulas instead of VBA macros, making the files safer and more compatible across different devices.

HOW IT WORKS & REQUIREMENTS

SYSTEM REQUIREMENTS:
To ensure all features and automated functions work correctly, you will need:

  • Microsoft Excel: A subscription to Microsoft 365 (formerly Office 365) is strictly required. Older versions (Excel 2019 or earlier) may not support all formulas.
  • Google Sheets: A free Google Account if you prefer using the web-based version.
  • Device: A desktop or laptop is highly recommended for the best experience. Mobile devices may have limited editing capabilities.

HOW IT WORKS:

  1. Purchase and download your files instantly.
  2. Open the PDF file to access your unique Google Sheets link.
  3. Open the Excel file directly if using Microsoft 365.
  4. Follow the setup instructions inside and start planning!

IMPORTANT TO KNOW:

  • Compatibility: This template is exclusively designed for Microsoft 365 and Google Sheets. It is not compatible with Numbers (Apple), LibreOffice, or OpenOffice.
  • Refund Policy: Due to the instant nature of digital downloads, no refunds or exchanges can be given once the files are downloaded. Please verify your software compatibility before purchase.
  • Personal Use Only: Your purchase grants you a single-user license. Re-selling, sharing, or distributing this template in any form is strictly prohibited and protected by copyright law.


DISPLAY & COLOR DISCLAIMER: The visual appearance of the spreadsheet may vary slightly depending on your screen resolution, color settings, and device hardware. For the best experience, we recommend using a desktop or laptop.


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.

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