Complete Finance Dashboard and Annual Budget System for Excel & Google Sheets
Complete Finance Dashboard and Annual Budget System for Excel & Google Sheets
Pickup currently not available
TAKE CONTROL OF YOUR FINANCES WITH ONE BEAUTIFUL DASHBOARD!
Budgets in one app, savings in another, debt on a sticky note... it's no wonder money feels overwhelming.
The Finance Dashboard & Annual Budget brings everything together in one spreadsheet. Log your transactions once and watch your monthly budgets, your year at a glance, your savings, your debt and your net worth all update for you.
WHAT TO EXPECT
🌟 27 tabs: Setup, a Transaction Log, 12 monthly budget tabs, an Annual Dashboard, a Year at a Glance and a Bill Calendar that shows every bill on its due day.
🌟 Pretty monthly dashboards with charts that compare what you planned with what you actually spent.
🌟 An Account Balance Tracker so you always know how much is in each account.
🌟 Sinking funds for up to 50 savings goals, with progress bars that fill up as you save.
🌟 A Debt Payoff Tracker and Schedule for up to 50 debts, plus a Debt Payoff Dashboard with your debt-free date.
🌟 A Net Worth Calculator, a Cash Flow worksheet for any date range and a Bills & Subscriptions list.
🌟 Works in Microsoft Excel and Google Sheets, on your computer, tablet or phone.
Getting organised has never felt this good. Grab your spreadsheet and get started today! 💕
What's the difference between the Finance Dashboard and the Monthly Budget Spreadsheet?
The Monthly Budget Spreadsheet is a simple, beginner-friendly tool to plan and track one month at a time. The Finance Dashboard covers your whole year: 12 monthly tabs, an annual dashboard, account balances, sinking funds, debt payoff and net worth, all in one file.
💡 Want to save? This spreadsheet is also included in our bundles. Save 15% or more when you shop our bundle deals!
This is a digital product. No physical item will be shipped.
What You'll Receive
💗 Instant access to your spreadsheet in Microsoft Excel (.xlsx), ready for Google Sheets too
💗 2 colour schemes to choose from: Pink & Purple or Blue & Green
💗 A Start Here tab with simple step-by-step instructions
💗 A PDF with access instructions for Excel and Google Sheets
💗 Example data so you can see how everything works before adding your own
Your Results
✨ All your money finally in one place
✨ A clear plan for every month of the year
✨ Savings that grow and debt that shrinks, where you can see it
✨ Less money stress and more confident decisions
Access Instructions
Right after checkout you get your download link on the thank-you page and by email. Open the file in Excel, or upload it to Google Drive to use it in Google Sheets. This is a digital product: nothing physical will ship.
30-day money-back guarantee
Use it for 30 days. If it doesn't help you find at least one money leak or get more organised, send us a message and we'll refund you. No hassle.
Works with
Microsoft Excel (Windows, Mac, iPad, phone) and Google Sheets. To use Google Sheets, upload the file to Google Drive and open it with Google Sheets.
Do I need to know Excel?
No. You only type in the cream-colored cells. Everything else, dashboards and charts included, updates by itself.
Need help?
If anything doesn't work, send us a message from the contact page and we'll sort it out.
Frequently Bought Together
+
+
Total price: €48,85