12-month Budget and Actuals Tracker - Excel Template
Automate Your Monthly and Annual Budget Tracking with a Dynamic Excel Budget Template
Take full control of your finances with this dynamic Budget Tracker Excel Template, which is designed to help you track your income, expenses, savings and debts effortlessly.
Our customisable budget tracker will help you set and manage your financial goals, understand your income and spending patterns, create savings pots for future planning and effectively manage your debts. This easy-to-use digital budget tracker is designed to help you plan smarter and spend better and gives you gives you the clarity you need to make confident financial decisions.
Save Time, Stay Organised & Make Smarter Financial Decisions with this 12-Month Budget and Actuals Tracker. Also included is a 14-page PDF Guide outlining 4 popular budgeting methods to help you manage your money.
Download Instantly: start managing your finances today
WHAT'S INCLUDED:
A beautifully designed and highly dynamic Excel spreadsheet with:
- Interactive Menu Bar on each page - for easy navigation to all pages within the Budget Tracker
- Clear step-by-step instructions and video tutorial inside the Budget Tracker to help you get started
- Customisation page: personalise your budget tracker with any start date (day, month or year, even mid-month!), choose from up to nine currencies options (GBP, USD, EUR, JPY, AUD, CAD, CHF, CNH and HKD), add up to 10 Income categories, up to 20 Expense categories, up to 20 Bills sub-categories, up to 10 Savings categories and up to 10 Debt categories
- Budget page: One page to enter all your budget plans and expectations per category for each month of the year
- Actuals page: One page to enter all your income received and expenditure per category for each month of the year
- Monthly dashboard: Automated charts and tables to provide a clear visual summary of your income and spending in your selected month to help you monitor your goals on an ongoing basis
- Annual dashboard: Summarises your financial progress at a glance to bring you valuable insight throughout the year, providing a clear breakdown of each category with clear automated charts and tables as the year progresses
- A Bonus Expense Tracker and Smart Calendar has also been included to help you separately keep track of day-to-day expenses with space for 10,000 transactions! These transactions could be past or future transactions and feed through to a smart calendar tool to provide a time-based view of income or expenditure in any selected month.
And in addition, we have also included a 14-page PDF Guide with practical strategies and approaches to help you manage your money.
HOW IT WORKS:
Once your purchase is complete and the payment has been processed, a confirmation email will be sent to you which will contain a download link where you can access your digital files immediately. This download link will be available for 30 days.
You will receive a Zip file with the following files included:
- 12-month Budget and Actuals Tracker – a Microsoft Excel spreadsheet
- Mindful Money: Simple Strategies to Manage your Finances – a PDF document
Download the files and begin! To unzip the contents of the zipped folder, press and hold (or right-click) the folder, select Extract All - and then follow the prompts.
How to Use Your Budget Tracker (Simple 3-Step Setup):
1️⃣ Download your file (Excel spreadsheet)
2️⃣ Add your budget and actuals for each month
3️⃣ Track your progress monthly and watch your charts and tables update automatically to give you a clear overview of your finances.We highly recommend having a read through the instructions in the spreadsheet before you begin. Please ensure you have access to Microsoft Excel to use the Budget Tracker. Optimal usage is on a laptop/desktop, rather than tablet or phone. This is NOT compatible with Google Sheets.
When purchasing this item, you agree to our terms and conditions.
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