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Excel || Annual Budget Spreadsheet - Needs | Wants | Savings | Debt in Pounds
Now in British Pounds!
 
This annual budgeting and tracking template is extremely automated, because who wants to spend hours tracking their expenses, only to have frustrating accuracy problems?  NO ONE, THAT'S WHO!
 
Our goal is to keep your job easy:
  1. Categorize
  2. Budget
  3. Input Transactions
  4. Monitor
 
This spreadsheet allows you to get a detailed view of where your money is going, and follows the 50/30/20 principle: 
  • 50% NEEDS - Rent, mortgage, groceries, gas, etc
  • 30% WANTS - Coffee, shopping, alcohol, dining out, etc
  • 20% SAVINGS & DEBT REPAYMENTS - Credit card balance, line of credit, Retirement, investments, rainy day funds, etc
 
Remember, everyone's situation is different, so it's not like you HAVE to split it up 50/30/20, this is simply a guideline. 
 

Excel || Annual Budget Spreadsheet - Needs | Wants | Savings | Debt in Pounds

C$48.00 Regular Price
C$28.80Sale Price
    • INSTRUCTIONS - Detailed how-to-guide with automatic links to each section of the template.
    • BUDGET & CATEGORIES SETUP TAB – Quickly allows you to set up your accounts and categories, then set your budget for each month. 
    • MONTHLY DASHBOARDS (12 TABS) - Log transactions from your bank account and credit cards, categorize them, and simply monitor your progress against the budget.
      • Left to earn / Over-earned
      • Unspent / Overspent on Fixed Expenses
      • Unspent / Overspent on Variable Expenses
      • Actual Balance for the month
      • Top 5 over budget expenses
      • Progress bars for Income, fixed & variable Wants & Needs, Savings, and Debt Payments
      • Needs vs Wants vs Savings/Debt pie chart comparing Budget to Actual
    • TRANSACTIONS TRACKER - Located in each monthly tab, you can manually enter transactions or download from your online banking site, then copy and paste into the tracker.  You can sort transactions by the account they came from and categorize them. 
    • DUPLICATION WARNINGS - Yellow or Red flags will appear if there are potential or likely duplicates in the tracker.  You can then take action as needed.  
    • YEAR-IN-REVIEW - Review all of your months' performance on one tab for a holistic view of your year's financial health.
    • YEAR TO DATE DASHBOARD - A detailed summary of how you are doing year-to-date. Choose the month you want to report to and then review your totals per category with visually appealing charts and graphs.
    • SAVINGS TRACKER - Keep track of your savings and sinking funds. See your total contributions and how much you have left to save.
    • DEBT DASHBOARD AND CALCULATOR - A powerful debt tracker and calculator based off the popular snowball method.
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