Monthly Budget Planner

This SIMPLE BUDGET TRACKER is your key to regain control over your finances with a simple planning and tracking tool ! Gain a clear understanding of your spending and effectively monitor your money for a maximum efficiency.

Upon purchase, you will gain access to the Excel file which comprises a DASHBOARD, a pre-filled EXAMPLE, and a USER GUIDE.

This MONTHLY BUDGET TRACKER is your key to regain control over your finances with a simple planning and tracking tool ! Gain a clear understanding of your spending and effectively monitor your money for a maximum efficiency.  

• This spreadsheet allows you to track your budget Monthly. But you can use it for shorter or longer timescales depending on your preferences.

• Very easy to use and all calculations are pre-automated for you.

• If any inquiries or need for assistance, do not hesitate to message me. I am at your disposal any time of the day! 😊 

Upon purchase, you will gain access to:

• The Excel file: comprises a DASHBOARD, a pre-filled EXAMPLE, and a USER GUIDE:

    o        Pre-built Dashboard featuring interactive charts and graphs.

    o        Included Example dashboard for a preview and template usage guidance.

    o        User Guide with detailed step-by-step instructions. 

You have the flexibility to:

• Set your preferred timeframe for the tracking.

• Customize the currency to your preference.

• Add unlimited number of rows for expenses.

• Duplicate the sheets whether these are months or weeks or both. 

This template includes 6 informative Charts:

• Interactive Doughnut Chart for the "Remaining to Spend" & "Remaining to Budget".

• Pie Chart for Cash Overview.

• Bar Chart comparing Provisional & Actual Cashflow.

• Treemap for Savings.

• Chart of Investments tracking by project.

• Breakdown for Spending Ratios.

These Charts are automatic and they will display ones you enter your data. 

After your purchase, you can:

• Follow the link provided in the PDF file to access the resource.

• Or, download the enclosed Excel file.

• Refer to the included screenshots for guidance.

• Reach out to me for any inquiries. 

Additional notes:

• The template generates automatically the total budget, total spent, left to spend & left to budget, total revenue, investments, expenses breakdown, and more!

• Certain areas of the file are protected with a warning message to prevent accidental changes.

• Additionally, helpful notes are included on the example sheet to assist you in entering your information correctly. 

😊 NOW YOU’RE READY 😊

 Please note that this is a digital tool available for instant download only. No physical product will be shipped.

The template is intended for personal use only, and all designs are created by me and copyrighted.

It is strictly prohibited to distribute or sell this content or any of its variations.

Once your payment is confirmed, a link will be sent instantly to your inbox and you can download your file instantly. 

Only compatible with Microsoft Excel. Opening it with Google Sheets may result in the loss of advanced features and formatting. 

Any Support is required, please do not hesitate to reach out to us. We are only one call or message away :)

== NOW YOU CAN START EXPERIENCING YOUR NEW TOOL == ENJOY IT !!