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Annual Budget Planner Spreadsheet, Monthly Tracker, Savings, Debt Payoff (Excel, Google Sheets)

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Highlights

  • Designed by OfficeSheetsAndMore
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 File

Annual Budget Planner spreadsheet for Excel & Google Sheets — track monthly income, bills, expenses, savings goals and debt payoff in one automated dashboard. Instant digital download, fully editable.

FINALLY SEE WHERE YOUR MONEY GOES ★

One simple log powers your whole financial year: budget vs actual for every month, a bills checklist, savings goals with progress bars, and a debt payoff plan — in Excel or Google Sheets.

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WHAT'S INSIDE (9 tabs)
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✔ DASHBOARD — money in, money out, saved, savings rate, total debt, cashflow chart, top spending categories
✔ MONTHLY VIEW — pick any month, see planned vs actual for every category and what's left over
✔ TRANSACTIONS — one log for everything; income/expense/savings is detected automatically from the category
✔ BUDGET PLAN — your intentions for all 12 months, with totals
✔ BILLS — recurring bills checklist, tick each month as paid
✔ SAVINGS GOALS — targets, deadlines, automatic progress bars, monthly amount needed
✔ DEBT PAYOFF — avalanche order, months-to-debt-free and estimated interest
✔ SETTINGS + START HERE — rename categories once, everything updates

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WORKS IN
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• Microsoft Excel (2016+, desktop or Microsoft 365)
• Google Sheets (free) — import guide included
• 100% beginner-friendly: you never touch a formula

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HOW IT WORKS
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1. Instant download after checkout
2. Set your year and categories on Settings (or keep the ready-made ones)
3. Type your plan on Budget Plan — sample numbers show you how
4. Log money as it moves. Check Monthly View weekly. That's the whole system.

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FAQ
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Q: Will it work for biweekly paychecks?
A: Yes — log each paycheck as it lands; the month view totals them automatically.

Q: Multiple accounts?
A: Yes, tag every transaction with an account dropdown.

Q: Any year?
A: Yes, change the year once on Settings.

License: personal/household use. Instant digital download — no refunds, but message me with any problem and I'll make it right.

★ 50% off for launch — save this listing ★

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Listed on Jul 28, 2026
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