Personal Finance - Template 56
Ultimate Annual Budget Spreadsheet
A full year of your money in one workbook.
Microsoft Excel◆Google Sheets◆.xlsx file
Most annual budget templates are built for one app and stop at a planner and a summary. This one gives you sixteen linked tabs from a single download that opens in Microsoft Excel or in Google Sheets - plan the year once, log what you spend and earn as you go, and every dashboard, tracker and chart updates itself. Start on any date you like, mid month or mid year, and change the currency symbol for all sixteen tabs from one cell on the Start Here tab. Sample data is already in place, a blank copy is included, and an 8 page setup guide comes with it, so nothing here depends on a video staying online.
What's inside · 16 tabs
- Budget Planner - up to 70 lines, weekly through to yearly and one off, with annual and monthly totals worked out
- Transactions Log - room for 1,200 entries and the only tab you touch day to day
- Budget Dashboard - any two dates you like - weekly, fortnightly, by paycheck or monthly, without rebuilding a thing
- Annual Dashboard - the whole year at a glance, with the charts that show where the money actually went
- Category Breakdown - every subcategory, month by month, planned against actual
- Debt Payoff & Savings - up to 20 debts by snowball or avalanche, plus goals and sinking funds with progress bars
- Net Worth & 50/30/20 - assets less liabilities month by month, and needs, wants and future on your own split
- Bill Calendar & No Spend - your recurring money on a month grid, and a full year of days that colour in when you spend nothing
- Subscriptions, Irregular Bills & Paycheck Planner - the four tabs most annual budgets leave out, built in rather than bolted on
- Setup guide & blank copy - an 8 page Budget Setup Guide PDF and an empty workbook for when you are ready
Pairs Beautifully With
