Personal Finance · Dusk Blue - Template 94
Annual Budget, Dusk Blue
The same year-long budget engine, in a calm dusk blue.
Microsoft Excel◆Google Sheets◆.xlsx files
Add every payday, bill, subscription, debt payment and saving once, pick how often it happens, and it lands on its dates across your whole budget year. Your twelve monthly budgets, the paycheck view, the bill calendar and the dashboards fill themselves in. Split it between up to six people, see who earns and who spends what, and switch between carried over and zero-based budgeting at any time. Sinking funds, a debt calculator, net worth, an investment forecast and a no-spend challenge are built in. It opens in Excel and in Google Sheets from the same download, with a blank copy and a filled-in example.
What's inside · 29 tabs
- Start Here, Easy Setup & Bank Accounts - set the year, your categories, your people and your accounts
- Recurring, Payments & Variable - enter each payment once with its frequency and dates
- Dashboard, Annual Totals, Calendar & Paycheck - the year at a glance, by day and by pay period
- 12 Monthly Tabs - JAN to DEC, and your budget year can start in any month
- 50-30-20 & Distribution - see how your spending splits
- Sinking Funds & Debt Calculator - fund cards, and a payoff plan with your debt free date
- Net Worth & Investment Forecast - assets and liabilities, and a growth forecast
- No-Spend Challenge - no-spend days on twelve mini calendars
In Motion
Enter it once, the year fills itself in.
Add a payment and the monthly tabs, the calendar, the paycheck view and the dashboards all update themselves.
Pairs Beautifully With
