Digital file type(s): 1 PDF, 1 PNG, 1 other file
Master Personal Budget and Income/Expense Dashboard with Built-In Debt Calculator and BONUS Savings, EF, Sinking Fund, Mortgage Trackers
💻 This spreadsheet contains 11 sheets (tabs) including:
◆ Dashboard (Automated sheet) includes 7 charts (pie and bar charts)
◆ Debts (Data entry sheet) - this sheet includes a debt snowball or avalanche calculator. Track multiple debts at once and see how far you are from reaching your debt-free goals. Add as many as you want. Formatted for easy printing.
◆ Mortgage Progress Tracker (Data entry sheet) - shows the $/% you've paid off your mortgage. Track multiple mortgage payoff goals at once. Add as many as you want. Formatted for easy printing.
◆ Emergency Fund Progress Tracker (Data entry sheet) - shows you how close you are to completing your goal (%/$). Track multiple emergency fund goals at once. Add as many as you want. Formatted for easy printing.
◆ Savings Goals Tracker (Data entry sheet) - shows you how close you are to completing your savings goal (%/$). Track multiple savings goals at once. Add as many as you want. Formatted for easy printing.
◆ Sinking Fund Tracker (Data entry sheet) - shows you how close you are to completing your sinking fund goals (%/$). Track multiple sinking goals at once. Add as many as you want. Formatted for easy printing.
◆ Budget Sheet (Data Entry Sheet) - Enter your usual/expected income and expenses for each of your budget categories. Track any type of income including wages, side hustles, and passive income categories. Add new expenses easily. Categories are fully customizable to your needs (free text and no need to set up specific categories or be limited by categories that have as many or as little as you want/need.). It also balances your income and expenses and provides you with a calculation of your remaining funds over a week, fortnight, month, and year.
◆ Budget Review Sheet (Automated Sheet) - This sheet is formated for easy printing so you can print it out and stick it in your folder or on your fridge.
◆ Actual Income and Expenses (Automated Sheet) - This sheet is formated for easy printing of your actual income and expenses so you can print it out and stick it in your folder or on your fridge. It is also designed to show your actual spending by month, year, and has easy to use slicers to allow data analysis.
◆ Income and Expense Tracker (Data Entry Sheet) - Enter your actual income and expenses and then use the other sheets to analyze your spending. Add expenses easily and all actual expense and income categories are completely customizable to your needs (free text and no need to set up specific categories or be limited by categories that have as many or as little as you want/need.). It also allows for filtering so you can review individual expenses and income items.
◆ Expense Review (Optional Bonus Data entry sheet) - This is a free bonus sheet that you can use if you would like. It contains 10 questions with hints as to how to reduce certain expenses.
💻 What does this Master Personal Budget and Income/Expense Dashboard with Built-In Debt Calculator and BONUS Savings, EF, Sinking Fund, Mortgage Tracker do?
- Pretty much everything you will need to develop your own budget, track your spending/income, track your progress to pay off debts, hit your savings goals, and be able to analyze your data with the Automated Dashboard. It's designed to be an all in one product.
💻 You will receive :
◆ One Microsoft Excel file template
◆ One 12 page Quick Start Guide (in addition to instructions built into the spreadsheet itself)
💻 My goal with all of my products is to try to make using Microsoft Excel as easy as possible, and it has been designed:
◆ with a very simple user interface with buttons to add and delete rows as needed.
◆ To be simple to use with instructions for use embedded into the worksheet.
◆ With Macros embedded within the worksheet to make this easy to use.
◆ With tabs at the bottom that are color-coded to indicate which ones are data entry sheets tabs and which ones are for viewing only.
◆ Each worksheet has been formatted to be printable for you (if desired)
◆ To be a once-off buy no need to buy another tracker for next year. You can use this workbook for the next year or the next 10 years (or more).
💻 Important Information :
◆ This item is a combined version of my other products named "Personal Finance Budget and Automated Dashboard includes inbuilt debt snowball/avalanche calculator - Microsoft Excel" and the "Personal Finance Income and Expense Tracker with Automated Dashboard". Buying the combined version will work out cheaper if you plan on using and buying both. ----
◆ If you would like an expense tracker only then I would recommend purchasing the Personal Finance Income and Expense Tracker with Automated Dashboard----
◆ If you would like a Budget only then I would recommend purchasing the "Personal Finance Budget and Automated Dashboard includes inbuilt debt snowball/avalanche calculator - Microsoft Excel" -----
💻 Other Notes:
◆ 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 or column names.
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".
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◆ Your file should be available here, in your purchases: www.etsy.com/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 love this template. It has made invoicing a breeze.
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