Description
Know where your money is going every month. Set a budget for each income and expense category, log what actually happens, and the planner shows you how much budget is left and which categories are running over.
What it does
- Monthly budget per category, with the annual budget calculated for you
- Actuals for every month pulled automatically from your transaction log
- Remaining budget and % used for each category, year to date
- Expense categories over 100% of budget turn red
- Total income, total expenses and net profit or loss for every month
How it works
- Settings: enter your business name, currency, budget year and categories.
- Budget: type a monthly budget for each category.
- Transactions: log income and expenses as they happen. The Budget sheet updates on its own.
What’s inside
Start Here guide, Budget, Transactions and Settings sheets.
Good to know
- Excel and Google Sheets: open it in Microsoft Excel, or upload it to Google Drive and choose Open with → Google Sheets. Formulas, dropdowns and charts carry over.
- Colour-coded: blue cells are for your entries, grey cells calculate automatically, so you can’t break a formula by accident.
- Example rows included: sample entries show the expected format. Overwrite or delete them when you start.
- Any currency: amounts show without a symbol, and you set your currency once in Settings.
Delivery
Instant download right after payment. The download link is also emailed to you and works up to 5 times within 30 days. One-time payment, no subscription.
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