- Detailed PDF Guide – This financial planner spreadsheet comes with a detailed guide on how to use it.
- Video Tutorial – Gives a step-by-step guide on how to set up and use the spreadsheet to help you get the most out of this product and your money!
- Example Spreadsheet – This example budget template shows you what a completed spreadsheet should look like to help you build your own.
- Your New Spreadsheet – More on that below!
- Automated Calculations – Let the formulas do the work while you focus on your goals.
- Expense Tracking Made Simple – Track every dollar with customizable categories that fit your life.
- Savings & Debt Payoff Sections – Crush your financial goals faster with focused tracking.
- Visual Dashboards – Stay motivated with charts and graphs that show your progress at a glance.
- Get Start Tab
- Instructions + Setup
- Credit Utilization Tab
- Credit Score Tab
- Net Worth Tab
- Annual Tab
- Income Overview
- Spending Overview (Expenses, Debt, and Savings)
- Budget vs. Actual Chart
- Top 5 Spending Categories
- Expenses, Debt, and Savings by Quarter
- Monthly Tabs (12):
- Dynamic Calendar
- Notes Section
- Income Overview
- Spending Overview (Expenses, Debt, and Savings)
- Budget vs. Actual Chart
- Top 5 Spending Categories
- Cash Flow Summary
- Percentage of Income Allocation
- Spending Categories Chart
- Transaction Tracker
- Daily Spending Tracker
- Categories Tab
Contact information
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FAQs:
- Does this come with an Excel version?Not at the moment. Currently the planner is not compatible with Excel and can only be used in Google Sheets. You just need to have a google account and it's FREE to use.
- Does the spreadsheet work with automated calculations?Yes! The spreadsheet is equipped with formulas to handle calculations for you, so you can focus on setting goals and making financial decisions.
- Can I customize the budget categories?Absolutely! The Categories Tab allows you to create and modify categories to fit your unique financial situation and goals.
- Can I share this spreadsheet with others?The spreadsheet is licensed for individual use only. Sharing it with others is not permitted and can cause you to lose access without refund. However, you can certainly recommend the spreadsheet for purchase.
- How long can I use these templates?You can use your purchased spreadsheet for as long as you want and need to. It is designed to be timeless and versatile, allowing you to use it year after year. So, feel free to use them for as long as they continue to meet your needs and help you stay organized and productive.
What people are saying:
"I was overwhelmed, working two jobs and feeling like I had no out on monthly bills. The Budget Queen helped me pay off one credit card and a promotional balance on another. I had so much extra money that I quit my second job."
"Ms. Clarissa, I finished my budget course yesterday and gave everything a go. I found $1,059.02 in my budget. 'Ain't no way bish', excuse my expression. Please know you are heaven sent."
I was going in circles with my finances. You really helped me align my finances to where I have a clear visual of when I needed to pay my bills and if I was going to have enough money. I now have more money left over when before I would always overdraft.
- Total payment
- 1xMoney Focused Budget Planner$37-+
- 50 Tips to Increase Your Credit Score$19
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- Total
- Today's payment
- Money Focused Budget Planner$0
- 50 Tips to Increase Your Credit Score$19
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- Total
- Future payments
- $37
- Discount$0
- Shipping$0
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- Future amount
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All prices in USD