Annual Budget Planner
12 months. Every dollar. One view.
Full-year budget planner with 12-month income and expense tracking across 12 categories. Budget vs actuals side-by-side per month. Annual Dashboard tab shows total income, total spend, net savings, savings rate, and a full category breakdown — all auto-calculated. Includes a Notes & Goals tab for annual financial goal-setting and quarterly check-ins. Works in Excel and Google Sheets.
WHAT'S INCLUDED
- ✓ 12-month income + expense tracker (Budget vs Actual)
- ✓ 12 expense categories — customizable to your life
- ✓ Annual totals and per-month summaries auto-calculated
- ✓ Savings rate auto-calculated per month and for the year
- ✓ Dashboard: total income, total spend, net savings, % breakdown
- ✓ Month-by-month summary overview in Dashboard tab
- ✓ Notes & Goals tab: 8 annual goals + quarterly check-in + monthly notes
- ✓ Freeze panes on Budget tab for easy horizontal scrolling
- ✓ Works in Excel and Google Sheets
↓ Download Free Preview
Format: Google Sheets + Excel
Instant .xlsx download — works in Excel or Google Sheets
Instant digital delivery after purchase
$12
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✓ Secure checkout via Stripe
✓ Instant digital delivery
✓ Works in Google Sheets, Excel, or PDF reader