This annual budget spreadsheet is available for both Google Sheets and Microsoft Excel.
Take charge of your finances and achieve your financial goals with our all-in-one annual budget spreadsheet. you’ll get a top-level overview of all your spending throughout the year and its ability to simplify budgeting processes, provide real-time collaboration, automate calculations, enhance financial visibility, and offer comprehensive expense analysis.
It streamlines financial planning, improves data organization, and facilitates effective decision-making for individuals and businesses.
Tabs:
Read me
Step-by-step easy instructions with the video tutorial.
Setup
This tab allows you to customize the template according to your business needs, such as setting the currency, income category, expense category, bill category, debts category, savings category, and investment category.
Subscriptions
A subscription is a recurring payment agreement that grants access to a service or product, often on a One-time, Seasonal monthly or annual basis.
Annual Overview
This tab provides a summary of your income, expenses, bills, debt, savings, and investments for the entire year, including a breakdown of the categories and a comparison of budget vs. actual figures.
Net Worth Dashboard
The net worth dashboard offers a clear snapshot of your financial position by tracking your assets, liabilities, and overall net worth, allowing you to monitor changes and assess your financial health.
Bill Calendar
The smart bill calendar automatically tracks and updates your bills & debts and helps users track expenses by categorizing and filtering bills efficiently.
Monthly Dashboard (JAN-DEC)
A monthly budget helps you track your income and expenses, ensuring that you allocate funds appropriately to save and manage your finances effectively.
Includes:
✓ Instructions
✓ Setup
✓ Subscriptions
✓ Annual Dashboard
✓ Net Worth Dashboard
✓ Smart Bill Calendar
✓ Monthly Dashboard (12 tabs)
✓ Transactions Tracker (Right side to every month)
✓ Savings & Debt Tracker
✓ Step-by-step Instructions & a depth Video Tutorials
✓ Unlimited Customer Support
You Can:
✓ Change any currency as you want.
✓ Customize any colors according to you.
✓ Use Multiple times just duplicate to the monthly tab.
✓ Access to any device (desktop, laptop, iPad, tablet, or mobile).
