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Annual Budgeting Template-Mixed-Excel Sheet


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Are you ready to take control of your finances and achieve your financial goals?

Jumpstart your personal finance journey by transforming your finances with this Annual Budgeting Template for Excel , and start being intentional with your money!

No more guesswork or stress about where your money is going!

Our easy-to-use template will help you keep track of your income, spending, bills, subscriptions, debts, and savings every month. You’ll say goodbye to messy finances and hello to clear, organized control!

Get Your Copy Now and Start Your Financial Journey Today!

Features

  • Simple Design: This Excel template is easy to use, great for beginners and budgeting fans alike. It helps you manage income, bills, subscription, expenses, debt payoff and savings effortlessly.
  • Visual Appeal: Budgeting should be engaging, so we’ve included charts and graphs for a visual snapshot of your finances. Track your progress at a glance!
  • Personalized Categories: Customize income, expense, debt and savings categories to match your lifestyle perfectly.
  • Expense Tracking: Keep tabs on your spending habits with our convenient tracking feature available on every month’s Budgeting Tab. Identify areas where you can save money and make smarter financial choices.
  • Savings and Goals: Plan for future expenses like vacations or emergencies by setting and tracking savings goals.
  • Automated Calculations: No more manual math! Our template does the calculations for you, saving time and ensuring accuracy.

 

What you will receive:

  • SETUP TAB – Easily input your starting data to begin using your spreadsheet. Customize Bills & Subscriptions, Other Expenses, Debt & Savings categories.
  • 12 Monthly Budgeting Tabs-Effortlessly keep track of your earnings, spending, bills, subscriptions, debts, and savings throughout the year, with separate tabs for each month. Simply enter your financial information and see your monthly progress unfold smoothly.
  • Savings & Sinking Funds Dashboard- Track your Savings & Sinking funds savings progress effortlessly and automatically as you budget.
  • Emergency Fund Tracker- Track the savings progress, withdrawals and see exactly how long your current emergency fund can sustain you.
  • Debt Dashboard- See the progress of each of your debt repayments at a go and see your debt balance at a glance.
  • Annual Dashboard-This tab gives an automated summary of your annual finances from bills, subscriptions, debt and savings.

  Bonus

  • Net Worth Tracker- Get a comprehensive overview of your financial standing with our Net Worth Tracker/Dashboard, allowing you to track your assets and liabilities effortlessly. This net worth calculator is a 1 tab spreadsheet that allows you to track your net worth for 12 consecutive months, however, you can duplicate the tab as many times as needed to track more individual years!
  • A comprehensive guide to mastering (PDF)- A detailed guide on how to understand your finances. The e-book covers: Budgeting, Debt management, Savings, Investing, and Net worth.

    View the Google Sheet version here

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