Plan your year with a clear, automated budget in Excel or Google Sheets. Designed for individuals, families, and small businesses, this template tracks income, expenses, and savings month by month. Built‑in formulas calculate totals and balances for you. Stay focused on your goals with a simple layout and year‑end insights.
Key Features
- Yearly overview with monthly summaries and projections
- Automated calculations update totals and balances in real time
- Track income and expenses by category for clearer spending insights
- Set and monitor savings goals throughout the year
- Year-end reports to review performance and plan ahead
- Fully customizable categories and labels
- Works in Excel and Google Sheets on any device
- Beginner-friendly layout with step-by-step instructions
What’s Included
- Instructions PDF with access link to the Google Sheets template
- 4 spreadsheet files: Sample Google Sheet, Blank Google Sheet, Sample Excel, Blank Excel
- Editable in Microsoft Excel and Google Sheets
- Compatible with Mac, PC, phones, and tablets
How It Works
- Purchase and download instantly.
- Open the Instructions PDF to access the Google Sheets link.
- Download the Excel template if you prefer Excel.
- Open in Excel or make a copy in Google Sheets.
- Enter your income, expenses, and savings goals—formulas do the math.
- Update monthly and review your year-end summary.
Important Notes
- Digital download only; no physical item shipped.
- All sales are final due to the nature of digital products.
- Colors may vary by screen and device.
- Best editing experience on a desktop or laptop.
- Requires a Google account for Google Sheets or Microsoft Excel software.
Frequently Asked Questions
Can I use this in Google Sheets without Excel?
Yes. Use the provided link to make your own copy in Google Sheets.
Is it customizable?
Yes. You can edit categories, labels, and amounts to fit your needs.
Does it work on Mac and PC?
Yes. It works in Excel on Mac or PC, and in any browser with Google Sheets.
Do you offer refunds?
No. All digital sales are final.
License & Usage Rights
For personal or commercial use within your own organization. Do not resell, share, or redistribute the files or template as-is or modified.
