ThePlanwise
Complete Finance Dashboard and Annual Budget System for Google Sheets & Excel Template
Complete Finance Dashboard and Annual Budget System for Google Sheets & Excel Template
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IT'S TIME TO TAKE CONTROL OF YOUR FINANCES.
Understanding where your money goes is the first step to improving your financial life. But managing finances can often feel confusing and overwhelming.
The Complete Finance Dashboard and Annual Budget System makes it simple by organizing your spending, savings, and net worth in one easy place. With everything clearly laid out, you can track your finances, stay on top of your budget, and make smarter money decisions with confidence.
So you can keep more of your hard-earned money and build a better financial future. 🎉
✨ Simple Setup Tab
Quickly organize your income, bills, variable expenses, savings, and debt in one place. Set your budget for each category and start planning your finances with ease.
✨ 12 Monthly Budget Sheets
Track every transaction throughout the year. The spreadsheet automatically calculates your spending so you always know how much you've spent and how much is left in each category.
✨ Powerful Annual Dashboard
Get a full overview of your finances with an automated yearly dashboard. It gathers data from all 12 months and displays your total spending, savings, and income with clean charts and graphs.
✨ Bill Payment Calendar
See all your upcoming bills and debt payments at a glance. The calendar helps you plan weekly expenses and manage your cash flow more efficiently.
✨ Two Beautiful Color Themes
Choose from two stylish color schemes to match your preference and make managing your finances more enjoyable.
✨ Works on All Devices
Designed for Google Sheets, this spreadsheet works with your free Google account and can be used on your computer, smartphone, or tablet.
Take control of your money the easy way with the Complete Finance Dashboard & Annual Budget System. Start organizing your finances today! 💼📊
Why Choose This Budget Spreadsheet?
- User-Friendly Design: Ideal for beginners, with automated calculations that save you time and effort.
- Comprehensive Financial Tracking: Monitor your monthly spending, net cash flow, and yearly financial summary with intuitive dashboards.
- Complete Budgeting Tools: Includes a bills calendar, subscription tracker, debt snowball calculator, and savings planner—all in one place.
- Multi-Currency & Global Use: Supports most currencies and allows easy adjustments for your specific needs.
- Access Anytime, Anywhere: Use it online with your Google or Microsoft account, available on any device.
Everything is automatically calculated and displayed in clear charts and dashboards. Just enter your numbers and let the spreadsheet do the rest.
👥 IDEAL FOR
- Individuals
- Couples
- Families
- Side Hustlers
- Small Business Owners
- Anyone serious about budgeting
🎁 WHAT YOU WILL RECEIVE?
You will receive a PDF file containing the link to access the Google Sheets template.
(3 FREE BONUSES:)
- 2 E-Books
- Notion Planner
- 400 AI Prompts
📝 HOW IT WORKS
After checkout, a digital PDF file will be delivered to your email inbox with instructions for accessing your spreadsheet. This is a digital product. Nothing physical will ship.
📌 NOTES
No physical product will be shipped. You will receive a PDF with links to the spreadsheet.
🔁 RETURNS & EXCHANGES
Due to the nature of digital downloads, ThePlanwise does not allow returns or exchanges.
💬 NEED HELP?
If you need help with your spreadsheet, feel free to send us a message anytime. We’re happy to help!Share
