Personal Financial Planner – Personal Budget & Expense Tracker

What is this product?

A personal financial planner: accessible in the form of a Google or Excel spreadsheet (PDF download for first time access). It comes premade, with fields for you to fill out on a monthly basis:

• Income (Multiple sources accepted)
• Bills (E.g. Rent, Insurance, Mobile, Spotify, etc.)
• Expenses (E.g. Groceries, Dining Out, etc.)
• Savings (E.g. Emergency Fund, Travel Fund, etc.)
• Debts (e.g. Credit Cards, Student Loans, etc.)
• Expenses Tracker (Essentially a transaction log)

Once these have been inputted (many of them are optional, such as the savings and debts accounts), your personal budgeter will tally up all of your categorized transactions, and compare them side by side with your budgeted amounts, furthermore it will provide (at the top left of each monthly sheet) a complete, side-by-side, budgeted and actual:

 Income

- Bills

- Expenses

- Savings

- Debts

= Total

In addition to this, an annual overview is available and updated all throughout the year, so you can find out how you're doing as you go. 🙂

Get yours now!

You will get a PDF in your email upon purchase to link you to your Google Sheet, from there you can start using the form or download the Microsoft Excel file and use that version