Description
Everything you need to run your money in 2027. Set your plan once, log transactions with a dropdown, and see budget vs actual, savings rate and a yearly chart — automatically.
What’s inside
- Start Here guide
- Setup tab: up to 8 income and 30 expense categories
- 12 monthly tabs with budget vs actual, transaction log (300 rows) and income log
- Dashboard with monthly totals, savings rate, category totals and a chart
How it works
- Type your plan in the yellow cells
- Log spending with the category dropdown
- Red highlights show where you’re over budget
Good to know
- This is a digital download — nothing will be mailed to you.
- Works in Microsoft Excel and Google Sheets (free). Instructions for importing into Google Sheets are on the Start Here tab.
- This is a planning tool, not financial advice.
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