How do I download my files?

Right after payment, go to You > Purchases and reviews and click Download Files. The link is in your confirmation email too. You get the 12-tab .xlsx workbook, a Google Sheets setup guide and a read-me-first guide.

Does it work in Google Sheets?

Yes. You import the .xlsx file into your own Google Drive in a few clicks (the Google Sheets setup guide shows how). It also works offline in Microsoft Excel.

Do I need to be good with spreadsheets?

No. You type in your income and expenses, and every total, chart and dashboard updates by itself. The first tab has seven plain setup steps, so there is no video to watch.

Can I use my own currency and financial year?

Yes. Set your currency symbol and the month your financial year starts on the Settings tab, and every tab follows it.

Can I change the categories?

Yes. Your trade's income and expense categories are already filled in on the Settings tab, and you can rename them to match how your business works.

Is there a subscription?

No. You pay once and the file is yours to keep and use every year.

No. The tax summary organises your numbers and suggests an amount to set aside. Your accountant or tax office has the final word.

What if something does not work?

Message me. I reply within 24 hours and will fix it or help you set it up.

Report this item to Etsy

Financial Planner Printable | Net Worth Tracker, Budget, Bills, Debt and Savings Goals Planner (Letter + A4 PDF)

ProfitDrawer

Item highlights

Digital download
Digital file type(s): 3 Files

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NowPrice:$4.99

Original Price: $9.99

50% off

•

Sale ends on November 6

You can only make an offer when buying a single item

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Instant download

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.

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Specifications

All-in-One Financial Planner - ProfitDrawer instant download

Your whole money picture on paper: goals, net worth, monthly budget, bills, debt and savings pages in one printable planner.

WHAT'S INCLUDED

- All-in-One-Financial-Planner-US-Letter.pdf: US Letter PDF, 40 pages, 3640 fillable fields
- All-in-One-Financial-Planner-A4.pdf: A4 PDF, 40 pages, 3640 fillable fields
- READ-ME-FIRST.pdf: Read me first: what is inside, how to print (100% / actual size) and fill in

FEATURES

- 40 printable pages in US Letter and A4 (two PDFs with the same pages).
- Financial snapshot, money goals (short, mid and long term) and a goal action plan with steps and dates.
- Net worth worksheet (assets and liabilities) and a net worth tracker with 12 check-ins and a bar chart to colour.
- 12 zero-based monthly budgets (January to December, no year printed) with planned, actual and difference columns.
- Bill tracker for 12 months, a bill due calendar for days 1 to 31, and a subscriptions tracker.
- Debt overview, snowball and avalanche payoff plan, payoff tracker for 2 debts and a debt-free colour-in page.
- Savings goals with colour-in bars, savings tracker, emergency fund colour-in and 6 sinking funds.
- Record pages: income sources, retirement and investment balances, insurance overview, accounts and contacts.
- Year at a glance, money calendar, year-end review and notes pages.
- Fillable PDF: 3640 fields; type on a computer or tablet, or print and write by hand.
- Clickable contents page and month tabs: tap a line or a month to jump there in PDF readers that support links.
- Undated: start any month, any year.
- Vector PDF, white backgrounds, ink-friendly. Planning pages only, not financial advice.

HOW IT WORKS

1. Download the PDF from your Etsy purchases page.
2. Print at 100% / actual size on US Letter or A4.
3. Fill it in by hand, and print it again whenever you need more.

GOOD TO KNOW

- This is a digital download. Nothing is shipped.
- Print as often as you like for your own use. Colours can look slightly different on screen and on paper.
- A tool to organise your own numbers, not tax, legal or financial advice.
- For your own personal or business use. Please do not resell or share the files.
- Questions before or after you buy? Message me. I reply within 24 hours.

ProfitDrawer - simple money tools for small business owners.

Designed by

ProfitDrawer
Item type

Digital download
Digital file type(s)

3 Files

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Meet your seller

Muhammad Sajjad

ProfitDrawer ·

Bangkok, Thailand

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2 sales

1 month on Etsy

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Financial Planner Printable | Net Worth Tracker, Budget, Bills, Debt and Savings Goals Planner (Letter + A4 PDF)

Item highlights

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Seller's description

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Meet your seller

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