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Personal Finance Tracker
Personal Finance Tracker
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Take control of your finances with the Personal Finance Tracker—a comprehensive and easy-to-use Excel workbook designed to help you manage, track, and achieve your financial goals.
See our step-by-step tutorial on how to use the Personal Finance Tracker: https://www.youtube.com/watch?v=vNco1NMrXfk
Key Features at a Glance:
1. Interactive Dashboard:
Get an instant overview of your finances with a sleek, user-friendly dashboard. At the top, you'll find key indicators—Total Income, Total Expenses, and Total Savings—calculated automatically. Dynamic graphs compare your spending and income, breaking it down into categories to help you spot trends and manage your money smarter.
2. Savings Goals Tracking:
Whether you're saving for a new home, vacation, or emergency fund, this tracker keeps you on course:
- Set Priorities: List your top three savings goals in order of importance.
- Automatic Updates: The tracker calculates how much more you need for your first goal and shifts focus to the next as you achieve milestones.
- Progress Visuals: See how close you are with real-time percentages for each goal.
3. Income Goals Monitoring:
Achieve your earning potential by setting goals for each income source:
- Input planned income amounts, and the tracker compares them against actual earnings.
- A built-in percentage tracker shows your progress, helping you identify underperforming areas and adjust accordingly.
4. Monthly and Yearly Budgets:
Plan and monitor spending with separate sheets for monthly and yearly budgets:
- Category-Specific Budgets: Allocate funds for each category or expense type (e.g., groceries, utilities).
- Automatic Calculations: Actual spending updates automatically as you log expenses.
- Budget Alerts: Visual cues (green ticks or red crosses) let you know if you're on track or over budget.
5. Detailed Income and Expense Tracking:
Record every transaction with ease:
- Log dates, amounts, accounts, and descriptions for consistency.
- Dropdown menus simplify data entry, pulling directly from your customizable category lists.
- Automatic category matching saves time and ensures accuracy.
6. Customizable Categories:
Make the tracker truly yours by tailoring income and expense categories to fit your needs. Any changes automatically update across all sheets, ensuring your financial records stay organized and relevant.
You get the flexibility to customize your financial tracking experience by creating your own descriptions and then assigning them to predefined categories for Living Expenses, Dining, Entertainment, Transport, Health, Children, Pets, Loans, and Discretionary. These categories are designed to help automate your tracking and break down common expenses in a simple and organized way.
To ensure smooth functionality, each category comes with the following customization options:
- 16 descriptions available for: Transport, Health, Children, Pets
- 18 descriptions available for: Living Expenses, Dining, Entertainment
- 10 descriptions available for: Loans
- 21 descriptions available for: Discretionary
These customizable options allow you to tailor the tracker to your specific needs, making it easier to manage and track your finances.
7. To-Do List Integration:
Stay organized with a built-in task manager that helps you track progress, prioritize tasks, and set deadlines. A visual dashboard displays progress via donut and bar charts, so you always know what’s due and what’s done.
8. Business Management Area:
The Business Management Sheet provides a dedicated space to manage and analyze all business-related financial data, separated from personal or family expenses. With its clear sections and automated updates, it helps small businesses:
- Monitor income streams and spending habits.
- Plan and stick to budgets.
- Make informed decisions to ensure profitability.
Why Choose This Tracker?
Whether you're saving for a dream vacation, building an emergency fund, or simply aiming to spend smarter, the Personal Finance Tracker empowers you to:
- Visualize your financial activity with clear graphs and insights.
- Adjust spending patterns with easy-to-spot trends.
- Stay on top of your goals with budget alerts and reminders.
Perfect for beginners and financial experts alike, this tracker makes managing your money intuitive and stress-free.
Start achieving your financial dreams today!
What You Get:
Once your purchase is complete, you’ll receive an email with:
- The downloadable Personal Finance Tracker file.
- A step-by-step guide with detailed instructions on how to use every feature.
Disclaimer:
By purchasing this product, you agree to our Terms & Conditions.
- CCesiraVerified ReviewerRated 5 out of 5 stars3 hours agoThis Personal Finance Tracker has save me so much time, and changed my life!!
before this personal finance tracker i always would fumble around with approximations and failed spreadsheet attempts that i would inevitably end up just losing on my desktop in a file or in the cloud. but now, i can actually see an accurate representation of what my financial health looks like, including an accurate monthly/yearly budget breakdown and income v expenses ledger. i find this extremely useful as i used to struggle with allocating money strategically, ESPECIALLY my expenses! but thats not all, through using BasicSpreadsheets Worksheets, i can also now see things through a professional lense. i can understand the formating, and the systems. they even gives tips and tricks to understand formulas! though, most importantly i now understand the WHY and HOW of finaces, and particularly my own.
in general accounting for my finances feels like there are a bunch of complicated mathematical equations and formulas along with legal jargon that wasnt appealing nor conprehendable most of the times, but with these Basic Spreadsheets i feel more and more secure and confident the more i use it! i now get excited to sot down every sunday evening and account through my weeks financial forcast, and plan for my future.
Through this community, i will forever have friends, mentors, and gained knowledge that i can use and pass on to those coming up behind us.
Tracking income, expenses, debts, your budgets, accounts and so much more in a super BASIC format, NO B.S. just BASIC…
- CCesiraRated 5 out of 5 stars3 hours agoThis has changed the way i view my personal finances!!
before this personal finance tracker i always would fumble around with approximations and failed spreadsheet attempts that i would inevitably end up just losing on my desktop in a file or in the cloud. but now, i can actually see an accurate representation of what my financial health looks like, including an accurate monthly/yearly budget breakdown and income v expenses ledger. i find this extremely useful as i used to struggle with allocating money strategically, ESPECIALLY my expenses! but thats not all, through using BasicSpreadsheets Worksheets, i can also now see things through a professional lense. i can understand the formating, and the systems. they even gives tips and tricks to understand formulas! though, most importantly i now understand the WHY and HOW of finaces, and particularly my own.
in general accounting for my finances feels like there are a bunch of complicated mathematical equations and formulas along with legal jargon that wasnt appealing nor conprehendable most of the times, but with these Basic Spreadsheets i feel more and more secure and confident the more i use it! i now get excited to sot down every sunday evening and account through my weeks financial forcast, and plan for my future.
Through this community, i will forever have friends, mentors, and gained knowledge that i can use and pass on to those coming up behind us.
Tracking income, expenses, debts, your budgets, accounts and so much more in a super BASIC format, NO B.S. just BASIC…
- IIndieRated 5 out of 5 starsYesterdayPerfect for my freelancing business
This spreadsheet is on another level. The interactive dashboard gives me a clear overview of my spending and savings, and the customizable categories make it easy to tailor to my needs. I love the savings goals tracker—it keeps me motivated! Plus, the business management section has been a lifesaver for keeping my work finances in order. Highly recommend for anyone that's a freelancer.