WHAT’S INCLUDED IN THE PURCHASE? 

• Video Tutorial
• 20-Page Quick Start Guide
• 4 Templates of Spreadsheets
• 1 Sample Excel Spreadsheet with Mock Data
• 1 Excel Spreadsheet with Empty Data
• 1 Sample Google Sheets Spreadsheet with Mock Data
• 1 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. Settings
2. Annual Dashboard
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
• 12 x monthly dashboards with detailed analytics
• Detailed analytics for each paycheck
• Savings and sinking funds model
• Integrated smart calendar
• Debt dashboard with avalanche vs snowball

1. Settings:

• Personalize your financial tool: Adjust currency preferences, time periods, and other settings.
• Customize categories and labels for transactions.

2. Annual Dashboard:

• Get an overview of your financial health for the entire year.
• Track key metrics, goals, and milestones.
• Visualize income, expenses, and savings trends.

3. Transaction Tracker:

• Record and categorize income and expenses throughout the year.
• Monitor real-time updates on your financial transactions.
• Easily edit or delete entries for accurate tracking.

4. Monthly Overview:

• Detailed review of finances for the month.
• Analyze specific monthly trends, income, and expenses.
• Plan and adjust your budget on a month-to-month basis.

5. Smart Calendar:

• View financial events and milestones on a calendar layout.
• Set reminders for bill payments, savings goals, and other financial tasks.

6. Savings & Sinking Fund:

• Set savings goals and track progress over time.
• Allocate funds to sinking funds for planned future expenses.

7. Debt Management:

• Keep an organized record of your debts.
• Track repayments, interest rates, and outstanding balances.

8. Payments Schedule:

• Visualize a schedule for upcoming payments and financial obligations.
• Set reminders for due dates and avoid late fees.

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!)