Personal budgeting excel spreadsheets income expenses tracking finance spending family actual vs. budget monthly google docs home planner
Digital file type(s): 3 PDF, 1 other file
Having trouble keeping track of your personal income and expenses? Do you dread tax time because you have no records of where the money has been spent?
These simple and easy to use spreadsheets will help solve those problems :)
Video walkthrough and a closer look at the spreadsheets here: http://bit.ly/2sdsNqD
OTHER COLORS AVAILABLE:
- Dark Blue https://etsy.me/2qgjeIW
- Red https://etsy.me/379Zx64
- Black https://etsy.me/2rJECXs
- Pink https://etsy.me/2rIICHv
- Purple https://etsy.me/2qjZO5M
- Green https://etsy.me/2QgxR9B
- Mint https://etsy.me/32StBzZ
ABOUT THE SPREADSHEETS
- Instant download - start using it straight away!
- Excel file format (can also be used in Google Sheets)
- Can be used for yourself or you're family's budgeting
- Purchase once and these can be re-used again and again each year
These spreadsheets are a perfect, simple and easy to use tool for non-financial people :)
- Simple, clean, non-gender specific design
- Formulas automatically calculate
- Tips and examples are in the spreadsheets to help guide you/recommended use (hover your mouse over cells that have a red triangle in the corner)
- You can type over the pre-filled categories & add extra lines to customise the spreadsheets to suit your budgeting needs
- Also included is an 8 page guide with instructions & tips on how to use Microsoft Excel
- Currency can be changed from $ to pounds, Yen or any other currency you like
There are 4 spreadsheets included in this bundle.
This spreadsheet automatically pulls your income and expenses from the monthly breakdown spreadsheet. The graph will automatically update to show how you're goal incomes & expenses compare to actual so you don't lose sight of the bigger picture and stay on track to achieving your financial goals.
TAX DEDUCTIONS LIST
Record expenses to claim back on tax in this spreadsheet so you don't forget come the end of the financial year. There's also a column for you to keep track of when you've filed receipts for each expense to make sure you have all the necessary records for tax time. You can use the filters in this spreadsheet to see all of the transactions for each expense category.
BREAKDOWN BY MONTH
Formulas automatically total income and expenses for each category, for each month. The spreadsheet also automatically calculates the average for each category to help you forecast and budget for the future.
The spreadsheet also automatically totals income, expenses, debt and savings for each quarter if you prefer to budget this way.
Track up to 3 savings goals using this spreadsheet. Record your goal savings in this spreadsheet, the actual savings will automatically be pulled from the income and expenses spreadsheet.
The graph automatically updates to compare goal versus actual so you can see where improvements need to be made!
Have children? Try my family budgeting spreadsheets: https://etsy.me/325GpDc
Budget calculator spreadsheet helps determine the values for each expense category before you input them in these budgeting spreadsheets: https://etsy.me/3j7zpyT
Savings goal tracker: https://bit.ly/3tuSbo2
Investment property spreadsheets: https://bit.ly/38OUuL3
WHY YOU NEED THESE SPREADSHEETS
- Make tax time a breeze - by keeping your records up to date as the year progresses, all the information's already there come tax time.
- Saves you money, by recording all of your expenses as you go, you won't forget any tax deductions you can claim come tax time
- Helps you track your income and expense goals so you can see what's working and what isn't working and make changes to accordingly
Files will be available for INSTANT DOWNLOAD after payment has cleared - please check your Etsy registered email address for the link to the download page.
YOU MAY ALSO BE INTERESTED IN:
- Budget binder EDITABLE http://etsy.me/1NbYBhS
- Get it all printable planners: http://etsy.me/2cJWKVi
- Tax planner (EDITABLE) http://etsy.me/1OoEykU
- Direct Sales Planner (EDITABLE) http://etsy.me/1RacUE8
I am unfortunately unable to provide after sales advice/troubleshooting on how to use Microsoft Excel or Google Docs. Basic excel skills are required. If you convo me requesting assistance I unfortunately will not be able to answer due to time constraints. There are no refunds under any circumstances, including if you do not have basic excel skills.
I accept no responsibility for errors that may be made in this spreadsheet. I am not accountant – I have created these spreadsheets based on my years of experience running an Etsy shop and online business. You are responsible for ensuring values are correct. I recommend that you carefully check you have entered the correct vales and have not over-ridden formulas prior to using the information for taxes and financial reporting, and consultant an accountant if required.
>>>> Software requirements
- These spreadsheets were made in Excel 2016
- They should also work with earlier and later versions of Excel although I cannot guarantee this
- They should also work with earlier version of Excel although I cannot guarantee this
- They will work in numbers on a MAC
- They will work in Google Sheet which is free online: https://www.google.com/sheets/about/
I am not responsible if you are using a different software program and the files do not work. There are no refunds if these files will not work with your PC/laptop, or if you do not have basic excel skills and have problems formatting and/or using the spreadsheets.
The spreadsheets are intending for using on your computer or laptop (digital files to be used digitally).
Most instant download items (and all sets) come in zipped folders. Please ensure your computer can open zipped folders.
The watermarks will NOT appear on your copy.
Colours may vary depending on your monitor and printer.
There are no refunds on digital items.
DOWNLOADING THE FILES
Please note that this is a digital product and no physical product will be sent.
Files will be available for INSTANT DOWNLOAD after payment has cleared - please check your Etsy registered email address for an automatic email containing the link to the download page. If you have changed email addresses or cannot locate the email which may go to your spam/junk folder, instructions for accessing the download page are included in the 'notes from seller' on your order receipt.
(c) AllAboutTheHouse http://www.etsy.com/au/shop/AllAboutTheHouse
Digital scrapbooking store: https://www.etsy.com/au/shop/PaperCravings
Online store: http://www.allaboutthehouseprintables.com.au/
Your files will be available to download once payment is confirmed. Here's how.
Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.
2,491 shop reviews4.5 out of 5 stars
So good! This is going to be awesome for my small business and next year saving goals!!
Perfect. Just what o needed. Thanks x
Really easy to use, and took all the work out of it for me! So glad I bought this.
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