Personal Budget and Automated Dashboard includes inbuilt debt snowball / avalanche calculator - Microsoft Excel



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  • Digital download
  • Digital file type(s): 1 PDF, 1 PNG, 1 other file

Personal Budget and Automated Dashboard includes inbuilt debt snowball / avalanche calculator - Microsoft Excel

This spreadsheet contains 9 sheets (tabs) including:

◆ Dashboard (Automated sheet) - includes 5 charts (bar and pie charts from the seeks named sinking funds and budget sheet below)
◆ Debts (Data entry sheet) - this sheet includes a debt snowball or avalanche calculator
◆ Mortgage (Data entry sheet)
◆ Emergency Fund (Data entry sheet)
◆ Savings (Data entry sheet)
◆ Sinking Funds (Data entry sheet)
◆ Budget (Data entry sheet)
◆ Review Sheet (Automated sheet)
◆ Expense Review (Data entry sheet)

What does this Personal Finance and Budgeting Spreadsheet do?

◆ Calculate the % paid off of your debts, and mortgages.
◆ Calculates how close you are to reaching your savings goals (Emergency Fund, Sinking Funds, or other Savings Goals)
◆ Calculate your income from multiple jobs
◆ Calculate expenses you pay weekly, fortnightly, monthly, or yearly
◆ The Dashboard shows you how much you have spent on each category (You decide the categories you want - completely customizable)
◆ The Review sheet shows you how much money you have left
◆ The Expense Review sheet is an optional sheet with a little quiz guiding you on where you could make changes to your budget to save money.

💻 Please note that this version is a Personal Budget and doesn't include an Actual Expense / Income Tracker (day to day tracker). If you would like this functionality please see my other product named 'Master Personal Budget and Income/Expense Dashboard with Built-In Debt Calculator and BONUS Savings, EF, Sinking Fund, Mortgage Trackers'. This includes all functionality within this product plus the income/expense tracker for single or multiple years.

What you will receive:

◆ One Microsoft Excel file template
◆ One Quick Start PDF Guide to assist you in using the product.


◆ This is an instant digital download, not a physical product.
◆ Created on Microsoft Excel 2016 (only works with Microsoft Excel desktop on Windows, not Excel online, Google Sheets, or Excel for MAC). Will work on desktop versions of Excel 2010 upwards.
◆ Please note that this spreadsheet uses Macros so please ensure when you open this file you 'enable macros'.
◆ Please note that every sheet on this spreadsheet has built-in instruction buttons to assist you with completing each sheet.
◆ Please ensure you don't change the sheet names.

© Copyright
All designs are copyrighted by TheFrankBasics. You may not resell or redistribute any of these files. If you would like to use any of these templates commercially, please get in touch to discuss licensing.

💌 Due to this being a digital download, refunds are not available on this item for change of mind. However, please get in touch should you have any issues with the item as I will ensure that the item is working as described. Additionally, I'm keen to receive feedback to make the product better for everyone so please feel free to get in touch.

💻 How To Download Your Digital Purchase:

◆ A link to download the PDF pattern will be sent to your Etsy email address. All PDF purchases are available in your Etsy account. Once payment has been confirmed, go to "My Account" > "Purchase".
◆ To view or print your PDF file, you will need Adobe Reader (free download link):
◆ Your file should be available here, in your purchases:
◆ To access your digital file(s), go to Your Account > Purchases and reviews and look for the order.
◆ To the right of the order, click Download Files. This goes to the Downloads page for all the files attached to your order.
◆ There are generally no limits for when or how many times you can download a file. In most cases, you can access a file any time on your Purchases page, provided the transaction hasn't been canceled or removed.
◆ If your payment is still processing, the Download Files button will be grey.

Thank you for visiting The Frank Basics!!!! Feel free to get in touch if you have any questions, issues or if you want a custom Excel Product.

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I don't accept returns, exchanges or cancellations. But please contact me if you have any problems with your order.

Frank On Fire

Frank On Fire

Owner of TheFrankBasics

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3 shop reviews

5 out of 5 stars

Aliya Hutchison 12 Aug, 2021

5 out of 5 stars

I love this template. It has made invoicing a breeze.

Purchased item:

deebright3863 23 Mar, 2021