Personal Budget Planner Google Sheets

$23.00 USD $46.00 USD

Annual Budget Template and Expenses Planner is a Google 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 only available as a Google Sheet, not an Excel Sheet. Please do not download it as Excel as this will affect its formatting. If you prefer the Excel version of this planner, please visit this listing instead.

This is a Google Sheets 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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all-in-one planner

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Instructions & How To Download

Check your email inbox

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

The downloaded file is a PDF which contains instructions and links to your very own Google spreadsheet template.

The first link allows you to create an unfilled copy for your own use.

The second link features an example Google Sheet that is fully filled for your reference - it is read-only, with no edit permissions and is viewable to the public.

Note:

If you don't have a PDF reader, you can download Adobe Reader for free here.
You need to have a Gmail/Google account and be logged in to use the Google spreadsheet.

Frequently Asked Questions

Do I need to be good with Google Sheets to use this?

Not at all! This Planner is super easy to use and only requires basic 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 a Google Sheets file. If you prefer the Excel version, please visit our separate listing.

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

Yes, the Budget Planner Google Sheets will work on any computer through your internet browser. As everything is automatically saved in Google Drive, you can access the same file across devices.

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!