Description
Simple Budget Template – Annual & Monthly
Take control of your finances with a simple, clear, and easy-to-use system. Track income, expenses, savings, and debt in one organized template, and plan your year with confidence.
What You’ll Get (One Template That Has)
1. Setup Page – Customize your income sources, expense categories, debt, and savings & investment goals
2. Money Goals Page – Plan savings, investments, and debt repayment with clear targets
3. 12 Monthly Tabs – Each month includes a daily expense tracker, Fixed & Other Expenses, Debt, and Savings & Investments
4. Annual Dashboard – An automated dashboard that summarizes your entire year’s finances, including income, expenses, savings, and debt. All data is pulled directly from your budgeting tabs — no extra calculations needed. Track your progress instantly.
Bonus Tool
• Personal Finance E-Book – Practical guide to budgeting, saving, investing, and debt management
Downloads Included:
• Both Excel and Google Sheets versions
Who This Is For
• Anyone looking for a simple, organized, and straightforward way to manage finances
• People who want to track income, expenses, savings, and debt without complicated systems.
Start organizing your finances today — simple, easy-to-use, and ready to go immediately.









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