Description
Level up your personal finance with the free Yearly Budget Spreadsheet! See what you spend on, understand where your money goes, and how your cash flow (income and expenses) varies month by month.
This spreadsheet includes 5 color-coded sheets (tabs):
Dashboard
- See monthly averages: see how your average cash flow is expected to change in the future
Future
- Easy data entry: simplified entry and data validation to guide you
- Currency independent: to avoid an overwhelming look, no currency symbols are used
Categories
- Discover where you spend most: categorize your expenses as fixed and variable costs, and assign them to categories such as “Groceries”; view categories as 12-month averages or select any month from the dropdown
Settings
- Customize your spreadsheet: you decide on expense labels and category names
- Translate your spreadsheet: all labels can be changed on the Settings sheet, so it is really easy to update the entire spreadsheet from a single place
Help
- Detailed help section: the dashboard chart has an explanation underneath, while information about data entry and maintenance are available on the Help sheet. Up your spreadsheet skills with the included Tips section as well, or subscribe for even more tricks
This spreadsheet is only compatible with Google Sheets. Therefore, a Google account is necessary. After subscribing, you will be redirected to Google Sheets where you can make a copy of the spreadsheet.
