Excel Monthly Budget

Know Your Numbers.

The First Step To Keeping More Of Your Money Is Understanding Where It Goes.

The exact Excel Sheet I use (and you can too) to track income, expenses, investments, and more.

What's included:

A personal system to record, analyze, and take control of your money.

• Full-Year Customizable Template
• Categorized Expenses To Identify Spending Habits
• Automated Year-To-Date Dashboard: Stay On Track and Meet Your Financial Goals

Track

• Control Your Spending and Identify Areas To Save
• Solve The Mystery Around Where Your Money Goes
• Get Organized, Stay Ahead, and Remove Anxiety Around Unexpected Events

Analyze

• View Monthly Income, Savings, and Expenses
• Expected Vs Actuals Broken Down By Categories You Define
• Know What You Can Spend, What You Can't, and Where To Adjust

Improve

• Don't Spend Money You Don't Have
• Build Savings | Reduce Debt | Avoid Surprises
• Get Out Of Debt and Stop Feeling Financially Overwhelmed