Annual Budget Planner & Money Dashboard
A 12-month budget spreadsheet: log transactions and the dashboard, debt plan, bill calendar, sinking funds and net worth tracker update themselves.
$7.99 one-time payment, instant download
Delivered as an instant PDF/XLSX/DOCX download (one ZIP file, available right after checkout). 60-day money-back guarantee, handled by Digistore24.
What it does
Built for real life: transfers between accounts never count twice, irregular income is handled, and weekly or fortnightly bills show up on the calendar. Works in Excel and Google Sheets. This is a budgeting tool, not financial advice.
What's included
- Excel workbook (14 sheets): money dashboard, setup, transactions (800 rows), zero-based 12-month budget, annual summary, month view, bills and subscriptions, bill calendar, debt payoff, sinking funds, net worth and more
- 16-page PDF user guide and money playbook
- Word worksheets: monthly check-in, annual review, goals planner, debt tracker, subscription audit
- No macros; example data included so you can see how it works