HomeBizPaperworkAll templatesTHOUGHTFUL SPREADSHEET TEMPLATES · GOOGLE SHEETS + EXCEL
Your whole year of money on one page.
Plan all 12 months once, log what you spend, and see income, spending, savings and your savings rate for the whole year.
A closer look at 2027 Annual Budget Spreadsheet.
HOW IT WORKS
Set each amount once on the yearly plan and change only the months that are different. Every transaction lands in the right month, and the Dashboard shows income so far, spent so far, saved so far, your savings rate and months over plan. Type in the yellow cells; everything else is calculated for you.
Designed for anyone who wants to plan 2027 one year at a time.
quick setup guide
income so far, spent so far, saved so far, savings rate, planned for the year, left in the plan, this month, months over plan, charts, top categories
up to 40 income and spending categories x 12 months, type once and change any month, with year totals
up to 1,500 payments and paychecks with category and account, type detected from the category
real amounts by category and month, year so far, planned so far and the difference
planned vs actual income and spending, saved, savings rate and over or under plan for every month
budget year, report date, savings goal and lists
SEE IT IN ACTION
The real product, step by step. Open on YouTube
QUESTIONS, ANSWERED
Yes, free with any Google account, on computer, phone or tablet.
Yes, Excel 2016 or newer on Windows and Mac. No macros.
No. One-time purchase, instant download.
About 10 minutes: fill in Setup and start typing. The Start Here tab walks you through it.
GOOD TO KNOW
MADE WITH CARE
All files and the setup guide are in the Etsy listing.
A digital product. Secure checkout through Etsy.CUSTOM
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