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Budget Planner Excel & Google Sheets

Score of 5.0 based on 3 reviews

About Budget Planner Excel & Google Sheets Graphic


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Budget Planner Excel & Google Sheets, Simple Spreadsheet Template

Start budgeting with our simplest budget planner in Excel and Google Sheets! This one-tab template is easy to use and perfect for both beginners and experienced users. Begin budgeting with just 3 simple steps! All you need to do is input your transactions, and everything else is calculated automatically! Whether you want to budget monthly, weekly, or even bi-weekly, you can do it all with this spreadsheet.

This template is fully customizable! You can change everything in it – colors in tables, pie charts, etc.

Step by step instructions in YouTube – https://www.youtube.com/watch?v=DxUkCCzRbhM&t=2s

WHAT’S INCLUDED ? 

  • Detailed video tutorial on how to use this spreadsheet
  • Step by step instructions
  • 4 Templates of Spreadsheets
  • 1 Sample Excel Spreadsheet with Mock Data
  • 1 Excel Spreadsheet with Empty Data
  • 1 Sample Google Sheets Spreadsheet with Mock Data
  • 1 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.

!! IMPORTANT !!

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.

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Reviews

5.0 3 Reviews
Julie Bee

December 8, 2024

5
Verified purchaser

Thank you! Now to try to learn how to use them… 😊

ChartSheets's profile picture
ChartSheets

December 8, 2024

Designer

You're very welcome! 😊 Don't worry, our templates are designed to be user-friendly. If you need any help or have questions, feel free to reach out—we’re here to support you! 🌟

Chantha Phan

September 24, 2024

5
Verified purchaser

Thank you

ChartSheets's profile picture
ChartSheets

September 26, 2024

Designer

Thank you for taking the time to leave such a positive review!

User

August 21, 2024

5
Verified purchaser

I am using the Google Sheets version! I love it! thank you!

ChartSheets's profile picture
ChartSheets

September 26, 2024

Designer

So grateful for your 5-star rating! Appreciate your support!


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Listed on Jul 25, 2024 - ID 102539460 Report Problem Enterprise License

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