personal finance lab

THE ULTIMATE PERSONAL FINANCE | Budget Planner Spreadsheet

 

📄 INSTRUCTIONS
A detailed guide, video tutorial, and sample spreadsheet to help you get started quickly and easily.

⚡ SETUP TAB
A quick-start guide for setting up your spreadsheet and personalizing it to your needs.

💰 BILL PLANNER TAB
Plan and manage all your bills and subscriptions for the entire year in one convenient place.

📊 ANNUAL DASHBOARD
Get a detailed summary of your monthly income and spending. Review totals per category and analyze trends with visually appealing charts and graphs.

📅 MONTHLY BUDGET (12 TABS)
Plan and track your monthly finances, including income, expenses, bills, savings, investments, and debts, with dedicated tabs for each month.

🔍 TRANSACTIONS TRACKER
A built-in tool in every monthly section for tracking both income and expenses.

📈 NET WORTH DASHBOARD
Monitor all your assets and liabilities. Set financial goals and track your progress throughout the year.

🏦 SAVINGS DASHBOARD
Track total contributions to your savings and sinking funds. Monitor your progress toward reaching your savings goals.