Description
Take control of your personal and business finances like 18,000+ others are using our budgeting tools 💸 Budgeting and tracking your spending is one of the best things you can do to level up your finances and take control of your life. Download this template once, and you can use it year after year!
Magic Finance Planner V4.0 ✨
- Google Sheets Template – you can use this on any device.
- Categories: Fully customizable.
- Colours: Neutral, Pink, and Blue.
- Versions: Debt or No Debt.
- Setup Page: A hub to set up all your custom categories and other fixed information that will automatically transfer to your monthly pages = less work for you!
- Monthly Pages: Budget and track your income, personal spending, business spending, debt, saving, and investing every single month.
- Income: Track your business income, extra income, and saving withdrawals separately for a better overview of your money.
- Spending Tracker: Track your spending throughout the month with your customized categories that match your lifestyle. Each category of spending will tally automatically under “needs”, “wants”, “business”, and your annual dashboard.
- Annual Dashboard: An auto-calculated YTD overview of your total income, spending in each category separating personal and business, budgeted vs spent, saving, investing, debt, and financial goals for the year.
- Net Worth: A dedicated page to track your net worth each month.
- Instructions: Available in both video and text form.
- Easy to use! Totals and graphs are all auto-calculated with formulas.
Note: You’ll receive a PDF instantly to your email after purchase with a link to the Money Dashboard. You can start budgeting right away!
Refund Policy: Due to the non-returnable nature of digital products, there are no refunds given.
A sneak peek of the monthly pages:
A sneak peek of the annual and net worth page:
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