60/20/20 Monthly Budget Spreadsheet Template For Excel & Google Sheets, Monthly Budget Planner Spreadsheet, Personal Finance Tracker

Allocate your budget wisely into 3 main categories: Needs (60%), Wants (20%), & Savings (20%).

This is the simplest and most understandable spreadsheet template that distributes your budget into the percentages 60 20 20, where all functions are automated and calculated from your data.

This template is even suitable for beginners in spreadsheets. You can also customize it according to your own financial goals. Tracking your expenses has never been easier!

WHAT’S INCLUDED IN THE PURCHASE? 

• Video Tutorial
• 20-Page Quick Start Guide
• 4 Templates of Spreadsheets
• 1 Sample Excel Spreadsheet with Mock Data
• Excel Spreadsheet with Empty Data
• Sample Google Sheets Spreadsheet with Mock Data
• Google Sheets Spreadsheet with Empty Data
• Editable in Google Sheets and Microsoft Excel
• Compatible with MAC, PC, Phones, or Tablets
• 8 Spreadsheet Tabs

TABS:

1. Instructions
2. Settings
3. Transaction Tracker
4. Monthly Overview
5. Smart Calendar
6. Savings & Sinking Fund
7. Debt Management
8. Payments Schedule

FEATURES

• Intuitive And Quick Set Up In Just A Few Steps
• Multi-currency Support For Extra Flexibility
• Advanced Transaction Tracker
• Monthly Dashboards With Detailed Analytics
• Control Panel To Track Your Progress
• Savings And Sinking Funds Model
• Integrated Smart Calendar
• Debt Dashboard With Avalanche Vs Snowball

TRANSACTION TRACKER

• Dynamic Transaction Tracker
• Advanced Transaction Categorisation
• Record As Many Transaction As You Like And The Tracker Will Automatically Filter And Sum Them Up Accordingly

DYNAMIC MONTHLY DASHBOARD

• Control Panel To Check Your Progress
• Rollover Function Included
• Complete Automation For Detailed Monthly Financial Analysis, Including Where Did My Money Go Feature

SAVINGS AND SINKING FUNDS

• Savings And Sinking Fund Where You Can Select A Specific Start Date For Each Goal And Advanced Analytics To Achieve Your Goals

DEBT DASHBOARD

• Your Best Friend To Clear The Debt In A Fastest And Most Suitable To You Way Either Using A Snowball Or Avalanche Strategies

EASY SET UP & SMART CALENDAR

• Intuitive And Easy Set Up With An Extra Features Of Smart Calendar To Visualise Your Income Vs Bills And Debt

!! IMPORTANT !!

YOU WILL NEED:

• A device to access Google Sheets or Microsoft Excel
• A Google Account (if editing through Google Sheets)
• Microsoft Excel (if editing through Excel)
• Basic computer knowledge

HOW IT WORKS:

1. Purchase (instant download)
2. Upload the PDF file (access to Google Sheet)
3. Download the Excel template
4. Open the spreadsheet (start planning!)