Ultimate Annual Budget Template
This easy-to-use budget template helps you create a budget, track exactly where your money is going, and track your progress towards your financial goals.
What's Included:
💳 Quick & Easy Setup: This system was designed to make setting up your budget easy so you can start budgeting in minutes, not days. You only need to setup your currency, bills, and budget once then it updates everywhere.
🗓️ 12 Monthly Budget Tabs:You get 12 Monthly Budget Tabs that help you track your monthly spending. This is what you’ll probably use the most because it’s where you plan your budget and track all of your transactions. Your monthly budget tabs have automatic calculations thatdo all the math for you.
📈 Automated Annual Dashboard (NEW): Your Annual Dashboard automatically uses the information from your 12 Monthly Budget Tabs to quickly show you where your money is going. You get a breakdown of your Top 10 Spending Categories so you know exactly where you spend the most.
💰 Automated Annual Summary:Your Annual Summary is where you track your financial progress each month. Your Annual Tracker shows your yearly totals for your Income, Expenses, Bills, Savings, Investments, & Debts.This is perfect for anyone who wants to understand their spending patterns.
✨ Automated Bill Calendar:Stay on top of your bills with your bills and payments calendar. It automatically puts your recurring bills and debt payments on your calendar for you.This is perfect to visually show you when your next bill or payment is due.
💸 Automated Savings Dashboard:Your Savings Dashboard makes saving feel effortless and exciting. You can watch your savings grow with your “Savings Progress to Goal” graphso you know when you reach your savings goals. This dashboard automatically updates for you. [Track up to 20 sinking funds]
💳 Debt Payoff Calculator & Dashboard: If you have debt, you can use the Debt Payoff Calculator. This dashboard has 3 different Repayment Strategies to choose from: Snowball, Minimum, or Avalanche. Just enter your details in the Setup tab and it automatically creates a payoff plan. No manual entry required. [Track up to 20 debts]
🌱 BONUS! Net Worth Dashboard: This is your Personal Wealth Dashboard. Your Net Worth Tracker gives you an overview of your financial picture. This allows you to update your assets and liabilities each month so you can watch your net worth grow throughout the year.
