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BudgetBug Lite: Excel Budget Planner, Personal Finance Tracker

Item highlights

  • Digital download
  • Digital file type(s): 1 File

Seller's description

Budgeting doesn’t have to be complicated or tedious! With BudgetBug Lite, we simplify the process to the core essential qualities of successful money management.

First, input your sources of income. Second, pencil in all your planned expenses. BudgetBug Lite supports various types of expenses, from annual, quarterly, monthly, weekly, daily, or month-specific. Third, denote where the remaining money should be allotted for savings.

Easily customize expense sub-categories, switch between various views (including monthly and yearly) and see at-a-glance how much of your income is consumed by expenses and how much (and what percentage) is saved.

FEATURES

• Quick! No configuration required. Immediately begin inputting income, expenses, and savings and BudgetBug Lite will automatically calculate income to be allotted, totals per expense sub-category, and overall percent saved in real-time.
• Simple. BudgetBug Lite is a single screen and each entry only requires a name and dollar amount. BudgetBug Lite intelligently fills in the rest and dynamically handles the time period conversions and calculations for you.
• Customizable. Rename expense sub-categories, arbitrarily label up to 57 recurring expenses, 9 income sources, and 9 savings destinations.
• Automated. No math or conversions needed. Simply type in your expenses however they come in (e.g. yearly, quarterly, monthly, weekly, daily, month-specific) and BudgetBug Lite does the rest.
• Documentation. Four-step Quick Start Guide that describes how to get up and running in seconds.

WHAT'S INCLUDED

Excel Spreadsheet (XLSX file) with two tabs (Instructions, Budget).

REQUIREMENTS

You must have Microsoft Excel to use this spreadsheet. This spreadsheet was not designed for nor is intended to be used with Apple Numbers, Google Sheets, or any other program.

HOW PURCHASING WORKS

This is a digital product. As such, there is no physical delivery or shipping costs. Upon purchase, you will automatically and immediately have access to the template within "Purchases & Reviews" on Etsy. Due to the digital nature of this product, all sales are final and no refunds will be provided. Please feel free to reach out if you have any questions prior to purchasing this product.

LEGAL STUFF

©2023 JellySheets. All rights reserved. JellySheets and its affiliates do not provide investment, financial, tax, legal or accounting advice. This tool is intended for informational purposes only and should not be relied on for investment, financial, tax, legal or accounting decisions. You should consult your own advisors before engaging in any transaction. This model may contain errors. Verify all calculations. This product is for personal use only. Redistribution or resale, with or without modifications, is strictly prohibited. By purchasing this product, you agree to these terms and conditions.

OUR COMMITMENT TO YOU

If you've read this far, thank you for your time and for giving our product your consideration! We want you to be not just happy with this purchase, but delighted. If you have questions, feedback, run into issues, or are in any way unsatisfied, just send us a note so we can make it right.

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Price:$1.73

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Instant download

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Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Seller's description

Specifications

May include: A screenshot of a laptop displaying a spreadsheet with the title "BudgetBug Lite: Simple Budget Planner for Microsoft Excel". The spreadsheet is divided into four sections: Income, Expenses, Priorities, and Discretionary. Each section has columns for item, amount, and frequency.

Budgeting doesn’t have to be complicated or tedious! With BudgetBug Lite, we simplify the process to the core essential qualities of successful money management.

First, input your sources of income. Second, pencil in all your planned expenses. BudgetBug Lite supports various types of expenses, from annual, quarterly, monthly, weekly, daily, or month-specific. Third, denote where the remaining money should be allotted for savings.

Easily customize expense sub-categories, switch between various views (including monthly and yearly) and see at-a-glance how much of your income is consumed by expenses and how much (and what percentage) is saved.

FEATURES

• Quick! No configuration required. Immediately begin inputting income, expenses, and savings and BudgetBug Lite will automatically calculate income to be allotted, totals per expense sub-category, and overall percent saved in real-time.
• Simple. BudgetBug Lite is a single screen and each entry only requires a name and dollar amount. BudgetBug Lite intelligently fills in the rest and dynamically handles the time period conversions and calculations for you.
• Customizable. Rename expense sub-categories, arbitrarily label up to 57 recurring expenses, 9 income sources, and 9 savings destinations.
• Automated. No math or conversions needed. Simply type in your expenses however they come in (e.g. yearly, quarterly, monthly, weekly, daily, month-specific) and BudgetBug Lite does the rest.
• Documentation. Four-step Quick Start Guide that describes how to get up and running in seconds.

WHAT'S INCLUDED

Excel Spreadsheet (XLSX file) with two tabs (Instructions, Budget).

REQUIREMENTS

You must have Microsoft Excel to use this spreadsheet. This spreadsheet was not designed for nor is intended to be used with Apple Numbers, Google Sheets, or any other program.

HOW PURCHASING WORKS

This is a digital product. As such, there is no physical delivery or shipping costs. Upon purchase, you will automatically and immediately have access to the template within "Purchases & Reviews" on Etsy. Due to the digital nature of this product, all sales are final and no refunds will be provided. Please feel free to reach out if you have any questions prior to purchasing this product.

LEGAL STUFF

©2023 JellySheets. All rights reserved. JellySheets and its affiliates do not provide investment, financial, tax, legal or accounting advice. This tool is intended for informational purposes only and should not be relied on for investment, financial, tax, legal or accounting decisions. You should consult your own advisors before engaging in any transaction. This model may contain errors. Verify all calculations. This product is for personal use only. Redistribution or resale, with or without modifications, is strictly prohibited. By purchasing this product, you agree to these terms and conditions.

OUR COMMITMENT TO YOU

If you've read this far, thank you for your time and for giving our product your consideration! We want you to be not just happy with this purchase, but delighted. If you have questions, feedback, run into issues, or are in any way unsatisfied, just send us a note so we can make it right.

  • Designed by
  • Item type
    Digital download
  • Digital file type(s)
    1 File
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Listed on Sep 8, 2026