Personal Budget Planner Excel Spreadsheet

CHF 21.00 CHF 42.00

Annual Budget Template and Expenses Planner is an Excel spreadsheet that helps you manage your personal finances throughout the year better!

Use this for annual financial planning, paycheck budget planning, and track your monthly expenses over the year.

⚠️ This digital file is an Excel Sheet. If you prefer the Google Sheets version of this planner, please visit this other listing instead.

This is an Excel spreadsheet with the following capabilities:

☆ 12 Monthly budget tabs for every month of the year

☆ Each monthly budget tab includes an expense tracker to track your expenses by category (groceries, transportation, utilities, etc.)

☆ Set monthly goals for Income, Expenses budget, savings and debt payoffs. Track these goals against actuals

☆ Annual Dashboard tab with 9 helpful charts covering your Income, Expenses, Savings and Debt Payoffs

☆ Personalize the tracker based on your own income sources, expense types, and personal financial situation (e.g., housing loan, saving for son's university)

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Instructions & How To Download

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After your purchase, we automatically send an email with a link to download your digital file. This email is sent to the email address you've provided on the checkout page. If you don’t see it in your inbox, check your spam file or social or promotions tab (if you use Gmail). This email should be sent within several minutes of your order's confirmation.

Instant download

Accessing the link sends you to your personal download library. As this link does not expire, you can visit this page anytime and download your digital files as many times as you want.

You're now ready

You can now start using the downloaded excel templates. There will be 2 files - one is left empty for your own use, the other is a fully filled template for reference.

Frequently Asked Questions

Do I need to be good with Excel to use this?

Not at all! This Planner is super easy to use and only requires basic Excel/spreadsheet skills. Several parts of the Planner are automated and require minimal inputs. There is also instructions on every tab to help you fill out the Planner. If you require any further assistance, our friendly team is always here to help!

What format is the Budget Planner?

The Budget Planner comes as an Excel file. If you prefer the Google Sheets version, please visit our separate listing.

Does the Budget Planner work on both  Mac and PC computers?

Yes, the Budget Planner will work on any computer as long as you have Excel installed.

Do you offer refunds?

Due to the digital nature of the Budget Planner, all sales are final and non-refundable unless there are direct issues with the functionality of the Planner.

If you have questions on if this Budget Planner is the right fit for you, send us an email at contact@manjasheets.com and we’ll be happy to help in any way we can!