Easy Budget Planner for Personal Finance Tracking for Google Sheets and Excel

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Easy Budget Planner for Personal Finance Tracking for Google Sheets and Excel

Created: Jun 23, 2025

Updated: Jun 23, 2025

ID: 528962

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Budget Planner for Google Sheets, Monthly Budget Spreadsheet, Paycheck Budget Tracker, Weekly Budget Template, Biweekly Budget, Budgeting

Bring clarity and elegance to your financial routine with our Elegant Theme Budget Planner for Excel and Google Sheets! This clean, one-sheet layout blends sophistication with simplicity, making it a perfect choice for both budgeting beginners and seasoned users. With just 3 easy steps—log your income and expenses, and let the template take care of the rest—you'll be managing your finances effortlessly.

Whether you prefer monthly, weekly, or bi-weekly budgeting, this template offers a sleek design that keeps your budget organized, polished, and easy to follow.

Key Features:

  • Works with any currency
  • Fully customizable spending categories
  • Automatic calculations
  • Set your starting balance
  • Cash flow summary
  • Detailed expense tracking
  • Visuals for budget left vs. spent
  • Clean overview chart
  • Supports monthly, weekly, or bi-weekly planning
  • Checkboxes for bills, debt, and savings
  • Bonus Goal Tracker tab included

What Makes This Template Stand Out:

  • Manage your budget in just 3 quick steps
  • Currency-flexible for global use
  • One-sheet design for easy duplication and tracking
  • Intuitive and beginner-friendly layout
  • Comes with a sample budget and step-by-step video guide (Excel & Google Sheets)

This all-in-one solution helps you build your budget, track your transactions, visualize your progress, and stay on top of your financial goals—all in one elegant, easy-to-use planner.

WHAT’S INCLUDED?

  • Step-by-step instructions 
  • 4 Templates of Spreadsheets
  • Sample Google Sheet with Mock Data
  • Blank Google Sheet
  • Sample Excel with Mock Data
  • Blank Excel
  • Editable in Google Sheets and Microsoft Excel
  • Compatible with MAC, PC, Phones, or Tablets

HOW IT WORKS & REQUIREMENTS

YOU WILL NEED:

  • A device to access Google Sheets or Microsoft Excel
  • A Google Account (if using Google Sheets)
  • Microsoft Excel software (if using Excel)
  • Basic computer skills

HOW IT WORKS:

  • Purchase and download instantly.
  • Open the PDF file to access the Google Sheet link.
  • Download the Excel template.
  • Open the spreadsheet and start planning!

IMPORTANT TO KNOW:

  • This is a digital download; no physical items will be shipped.
  • Due to the nature of digital products, all sales are final, and refunds are not available.

COLOR DISCLAIMER:

Please note that colors in the spreadsheet may vary slightly due to screen display differences on your device. This can include variations in color on phones, tablets, and computers.

Note: For the best experience, we recommend using a desktop or laptop for full editing capabilities.

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