Budget calculator excel spreadsheet income expenses template tracking finance spending family actual vs budget monthly google docs budgeting
Digital file type(s): 1 PDF, 1 other file
This spreadsheet is designed to help you determine how much money you need to set aside weekly, fortnightly, monthly, quarterly and annually to pay your expenses, debts and put away some savings.
Since expenses are paid at different frequencies e.g. my power bill is quarterly but I grocery shop weekly and pay insurances annually, this spreadsheet will calculate all the payment frequencies for all expenses. So it doesn't matter if expenses are due at different frequencies, you can see how much money you need to set aside weekly, fortnightly, quarterly and annually to pay for them.
Everything is on the ONE spreadsheet so you can see everything all at once without flicking between tabs.
There are two income sections so you can use these spreadsheets for just your own budgeting, or budgeting with a partner as well.
Quick video tutorial / walkthough of how to use this spreadsheets is on my YouTube channel: https://www.youtube.com/watch?v=QWGWsBInxb4&t=60s
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 :)
I've designed this spreadsheet as a prelude to my budgeting spreadsheets: https://etsy.me/3gIAYRA
- Simple, clean, non-gender specific design
- Formulas automatically calculate - all you need to do is type your numbers into the light blue shaded cells
- 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
- Currency can be changed from $ to pounds, Yen or any other currency you like
The file will be available for instant download after payment has cleared - please check your Etsy registered email address for the link to the download page.
MORE BUDGETING SPREADSHEETS
Personal budgeting: https://etsy.me/3gIAYRA
Family budgeting spreadsheets: https://etsy.me/325GpDc
Business budgeting: https://etsy.me/31YuV7x
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I am unfortunately unable to provide after sales advice/troubleshooting on how to use Microsoft Excel or Google Sheets. 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. 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) All About Planners: https://www.etsy.com/au/shop/AllAboutPlannersShop
Digital scrapbooking store: https://www.etsy.com/au/shop/PaperCravings
Online store: http://www.allaboutplannersshop.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.
2,516 shop reviews4.5 out of 5 stars
Seller creates awesome spreadsheets. This one outdoes any Microsoft templates.
Rachael you are brilliant (once again.) This budget calculator will save me oodles of time while keeping me from pulling my hair out. Much thanks!
While you could knock it up yourself, why would you when you can download it and get to work in a nanosecond?
Not what I thought. I thought I would save myself some time to purchase an excel file that would highlight recipes in which all the ingredients were available in inventory instead of write my own formulas. This is not that. I ended up having to write the formulas anyway. I was still able to use these pretty spreadsheets with added formulas that highlight recipes with all ingredients available.
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