Voila! You can now download this spreadsheet
DownloadDo you find it difficult to track where your money goes every month? We've created the Personal Budget Template, available in Microsoft Excel and Google Sheets, to help you manage your finances and keep track of all your monthly financial obligations. Monitor your income and expenses, sorted by categories and subcategories for detailed organization. Analyze your financial habits and their impact on your bank balance through monthly reports and dashboards with multiple charts. Additionally, track payments still pending and what had been settled with a customizable calendar in the template.
Ask follow up
With the Personal Budget Template, you can reduce the stress of having to track and organize last-minute payments. You can also save time at the end of the month when checking whether you are in the red or not. Plus, the template lets you share with your family or partner, so you can all update and enter data at the same time, especially in the Google Sheets version. With all this, you can start to have a healthier, more controlled, and predictable financial life.
Ask follow up
The Personal Budget Template offers an annual overview of your income and expenses across ten main categories. Each category can include up to ten subcategories to provide detailed oversight of over 100 personal finance areas. The template tracks all transactions and shows monthly and annual totals for each category and subcategory, complemented by mini charts that illustrate monthly financial fluctuations. Besides, the layout is designed to allow you to check whether you actually received a payment or paid the expense. The template automatically highlights when a transaction is completed. It also highlights the current month's financial obligations and any overdue payments or receipts.
Ask follow up
Set due dates for each income and expense to track them on a customizable calendar. The calendar displays all transactions on their scheduled days, and has the option to switch between income and expense views. This way, you can adjust the calendar structure to analyze your payments or bills for the month you wish to review. Additionally, the calendar highlights overdue items and those already paid so you can better organize your monthly obligations. It also includes a counting system that indicates progress throughout the selected month. Besides, you can customize the names of months and weekdays in your language, and the calendar will update information automatically as needed.
Ask follow up
Set monthly income and expense expectations for each added category. It compares your plan with actual monthly and annual results to provide a clear view of your financial performance. You can quickly identify areas that have gone beyond expectations, those that align with your plans, and how this affects your cash flow.
Ask follow up
Additionally, the template generates reports and charts to visually track overall performance by category. This way, even if a specific category exceeds planned amounts, you can assess its impact on the monthly financial context.
Project all income and expenses entered for the first month throughout the year. Plus, for expenses or income that vary monthly, the template lets you modify amounts and automatically updates future projections. In addition, the template connects all transactions to the bank balances of up to four different accounts. As you enter data, it forecasts your monthly balance for the year, adjusting it against the actual balance as transactions occur.
Ask follow up
Access a dashboard with charts outlining your income and expenses by month and category. This structure ensures you clearly understand how funds are distributed each month. It also identifies outstanding receivables and payments to support financial management. Besides, the template calculates monthly cash flow and its impact on registered bank accounts to facilitate how you track your current financial status and future projections.
Ask follow up
The Personal Budget Template is for anyone looking to understand and manage their finances more effectively. It simplifies financial organization so you can clearly see where your money is going and how you can manage it better. Available in Microsoft Excel and Google Sheets, download this template to change how you manage your finances and make more informed choices about your money.
Ask follow up
Voila! You can now download this spreadsheet
Download
Use our Habit Tracker to categorize and track your habits daily, monthly, and annually. It illustrates your progress with a set of charts, making it easy to see how you're doing. Plus, it highlights your achievements and points out areas for improvement to encourage you to outdo yourself month by month.
Supervise financial transactions, adhere to predetermined budgets, and forecast upcoming expenses to prevent the common pitfall of exceeding economic boundaries. Our Business Budget Planner, available in both Microsoft Excel and Google Sheets, aids managers in making strategic decisions that aim to safeguard the company's financial future.
Need financial security? Our Personal Savings Calculator template is a practical, user-friendly tool designed to help you manage your finances and work towards your savings goals. Download this template, available in Microsoft Excel and Google Sheets, and set yourself on the path to financial security.
Are you a business owner, entrepreneur, or freelancer trying to keep track of your finances and monitor your business performance? This Profit and Loss Statement spreadsheet focus on the business's growth with organized and streamlined finances – no more manual or non-reliable calculations.
