Templates That Work | Simple Money Tracking Sheet

$5.00

A beautiful, easy-to-use annual money tracking template that works in Google Sheets as well as MS Excel. It has everything you need and nothing you don’t for getting started with tracking what’s coming in and going out. I’ve bought so many templates and tried all the apps over the years, and this DIY sheet finally got me comfortable looking at and understanding our family’s money. Track bills, debt, expenses, and more month over month, with automated summaries and annual views to help you analyze and understand where your money goes.

This is the exact template my family uses to stay on top of our income, preschool tuition, the ever-rising grocery bill, and more. Customize what you need and let the sheet do the rest. Whether you’re new to tracking money, overwhelmed at the bells and whistles of other tools, or need a fresh start, this sheet is simple, nice to look at, and will keep you informed.

A beautiful, easy-to-use annual money tracking template that works in Google Sheets as well as MS Excel. It has everything you need and nothing you don’t for getting started with tracking what’s coming in and going out. I’ve bought so many templates and tried all the apps over the years, and this DIY sheet finally got me comfortable looking at and understanding our family’s money. Track bills, debt, expenses, and more month over month, with automated summaries and annual views to help you analyze and understand where your money goes.

This is the exact template my family uses to stay on top of our income, preschool tuition, the ever-rising grocery bill, and more. Customize what you need and let the sheet do the rest. Whether you’re new to tracking money, overwhelmed at the bells and whistles of other tools, or need a fresh start, this sheet is simple, nice to look at, and will keep you informed.

WHAT’S INCLUDED

  • ✓ Each month features sections for Fixed Bills, Debt, Savings Payments, Expense Totals, Apps & Streaming, Education

    ✓ Plan ahead with ‘Anticipated’ bills and income, get clarity with ‘Actual’ numbers

    ✓ Select bill or income status from a smart dropdown to know what is paid, due, or not relevant that month

    ✓ Mark the frequency of a bill (Bi-Weekly, Monthly, Quarterly, Annual) to track what is due when

    ✓ See totals by category, plus expenses, and relative to your income

  • ✓ Your monthly sheets pivot into an Overview where you can see incoming and outgoing funds at a glance

    ✓ Types of bills are broken down by month in donut charts to show you how your bill categories change month over month

    ✓ Get your year at a glance for Income, Savings, and Spending with Category charts

  • ✓ Log your expenses and assign a category to understand your variable spending each month.

    ✓ View your expenses by category for each month in a summary that also offers a donut chart view broken down by category for each month.

    ✓ See how your expenses trend over the year with a donut of your categories over the entire 12 months, plus a category chart to view total variable expenses month over month.