Budget Spreadsheet for Excel and Google Sheets, Monthly & Yearly Budget Planner, Expense Tracker, Savings and Debt Payoff, Auto Filling

Seller's description

A calm, simple budget spreadsheet to plan and track your money for a whole year. Type your numbers into the month tabs and the totals, balances, progress bars and charts fill in by themselves. Soft sage green design, made for Excel and Google Sheets.

WHAT YOU GET (your spreadsheet with 17 tabs, plus a filled-in example)
• Start Here: a short guide and a colour guide that shows where to type
• Settings: set your year, currency symbol and bank balance once, and rename the income sources, bills and spending categories to fit your life
• Yearly Overview: year totals, a month by month table and charts that update as you type (income and spending, spending by category, balances over the year)
• Savings: up to 6 goals with progress bars and how much you need to save each month to reach the goal on time
• Debts: up to 6 debts with progress bars and an estimate of the months left at your minimum payment
• 12 month tabs, January to December: planned vs actual, income, fixed bills with a Paid? column, spending by category, savings and debt payments
• A daily spending grid in every month: find the day, type the amount under its category. No dropdowns, no dates to type
• A planned vs actual chart in every month
• A Filled Example file with a whole sample year, so you can see how it looks when it is in use

DETAILS
• Instant digital download, nothing will be shipped
• Two .xlsx files: your blank spreadsheet and the filled example
• Works in Excel 2016 or newer, Microsoft 365 and Excel for Mac
• Works in Google Sheets: upload the file to Google Drive and open it with Google Sheets
• Not made for Apple Numbers
• Any currency: numbers are shown without a currency sign and your symbol from Settings shows at the top of each tab
• Any year: type the year in Settings
• 12 spending categories, 12 fixed bills and 6 income sources, all renamable
• No macros

HOW IT WORKS
1. Purchase and download your file from Etsy (You > Purchases and reviews)
2. Open it in Excel, or upload it to Google Drive and open it with Google Sheets
3. Fill in Settings once, then type your numbers in the month tabs. Every white cell shows a short tip when you click it. Everything else adds up for you

GOOD TO KNOW
• This is a DIGITAL DOWNLOAD. No physical item will be shipped
• The listing images show sample numbers. Your file comes ready for your own numbers
• This is a planning tool, not financial advice
• For personal use only, please do not share or resell the file

OUR PROMISE
If the file does not open or work the way it should, send us a message on Etsy and we will fix it or send you a new file.

Thank you for visiting Moss & Order 🌿