2027 Budget Planner Spreadsheet for Google Sheets and Excel, Monthly Budget Template, Zero Based and 50/30/20 Budget Tracker
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Price:₪39.45
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Specifications
Give every dollar a job and see exactly where your money goes, month by month.
This 2027 Budget Planner is a ready-to-use spreadsheet for Google Sheets and Excel. List your categories once, log what you spend, and the planner does the math: budget against actual for every category, what is left, your savings rate, and a 50/30/20 check.
FEATURES
- Setup: income sources and up to 45 spending categories, each tagged Needs, Wants, Savings or Debt, with a monthly budget and a "left to assign" check for zero-based budgeting
- Transactions: a simple log with a category dropdown that fills itself from your Setup list
- Monthly: pick any month to see income received, spent, left over, budget vs actual with progress bars, and your 50/30/20 split with a chart
- Dashboard: all 12 months side by side, yearly totals, savings rate, an income vs spending chart and your top 5 spending categories
- Reusable: change the year on Setup and use it again next January
HOW YOU GET IT
This is a digital download. Nothing is shipped. After purchase, download the files from your Etsy Purchases page (or the email Etsy sends you).
WHAT'S IN THE DOWNLOAD
- The template in 3 color themes (Sage, Blush, Slate)
- Each theme with example data, so you can see it working, and a blank version to start fresh
- A Start Here PDF with setup steps for Google Sheets and Excel
WORKS WITH
- Google Sheets (free, any computer, phone or tablet app)
- Microsoft Excel 2016, 2019, 2021 and Microsoft 365
- Not tested in Apple Numbers
GOOD TO KNOW
- No macros, no add-ons, no account to make with us.
- Personal use. Please do not share or resell the files.
- Designed by Tallyhouse with the help of AI tools. Every formula is tested against worked examples before it ships.
- Questions? Message us here on Etsy. We usually reply within a day.
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Designed by
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Item typeDigital download
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Digital file type(s)1 ZIP
If something goes wrong with an order, we've got your back on all eligible purchases. View program terms
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