Monthly Budget Planner (Excel Template) (MRR)

Take control of your finances with our Ultimate Personal Budget Planners 

Available in both Excel and Google Sheets, these simple spreadsheet templates are designed to help you track your income, expenses, and financial goals effortlessly. This comprehensive package includes:

1. Net Worth Tracker: Monitor your assets and liabilities to get a clear picture of your overall financial health.
2. Debt Dashboard: Keep track of your debts, manage repayments, and plan your journey to becoming debt-free.
3. Savings & Sinking Funds: Set savings goals, track your progress, and ensure you’re prepared for future expenses.
4. Budget by Paycheck: Plan your budget for each pay period, making it easier to manage your finances on a regular basis.

Simplify your budgeting process and achieve your financial goals with these powerful and easy-to-use tools.

WHAT’S INCLUDED ?

• Detailed video tutorial on how to use this spreadsheets
• Step by step instructions
• 16 Templates of Spreadsheets
• 4 Sample Excel Spreadsheet with Mock Data
• 4 Excel Spreadsheet with Empty Data
• 4 Sample Google Sheets Spreadsheet with Mock Data
• 4 Google Sheets Spreadsheet with Empty Data
• Editable in Google Sheets and Microsoft Excel
• Compatible with MAC, PC, Phones, Tablets

1.Net Worth Tracker

• 5-Year Net Worth Growth Analytics
• Advanced Assets vs Liabilities Management
• Intuitive and Quick Set Up Just in a Few Steps
• Global Dashboard with a Detailed Summary
• Net Worth Goal Tracker and YOY Progress
• Visually Appealing Dashboards
• Minimum Manual Input Required
• Separate Dashboard for Each Year

2.Debt Payoff Tracker 

• Add Up to 50 Debts and Track Up to 50 Years
• Pick Between the Debt Snowball, Custom Debt Order, and Debt Avalanche Method
• Use with Any Currency
• Automatic Calculations
• Includes a Journal Tab and a Monthly Overview
• Track Your Interest Payments and Debt-Free Dates for Each Strategy

3.Savings And Sinking Fund Tracker

• Intuitive and Quick Set Up in Just a Few Steps
• Multi-Currency Support for Extra Flexibility
• Advanced Transaction Tracker
• 12 x Mini Dashboards with Detailed Analytics
• Overview Dashboard with a Detailed Summary
• Start and End Date Target Based Contributions
• Use for As Many Years As Possibly Needed
• Status Updates & Progress Bar for Each Fund

4. Budget By Paycheck

• Use with Any Currency
• Automatic Calculations
• Customize Colors
• See Income Streams, Debts, and Savings
• Track Bills and Expense Categories
• Easy-to-Use Transactions Tracker

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!)

SOME POINTS TO CONSIDER:

This is a digital download. No physical items will be shipped after the purchase.

Due to the digital nature of the product, all sales are final, and refunds are not issued.

DISCLAIMER REGARDING COLORS:

The actual color of the spreadsheet may vary due to differences in how our screens display color. Your phone, tablet, or computer may show colors differently, just as we also perceive colors differently. Please keep this in mind when purchasing the template.