Description

The Simple Monthly Budget Spreadsheet Template for Google Sheets is your go-to affordable and simple Budgeting spreadsheet that gets you started with a budgeting dashboard that you can duplicate every month to track your money usage. It’s easy to use, with a User-Guide, Transactions Tracker for all money transactions, and a Calendar to help you keep tabs on bills/subscriptions and debt due dates.

Here’s what the Simple Monthly Budget Spreadsheet offers:

✅ EASY TO USE – Has a detailed setup guide tab with user instructions, plus a set-up page for categories linked to the Budgeting Dashboard & Priority tracker.

✅ ANY CURRENCY USE – Set your currency preference & it auto-updates across the template.

✅ BILL CALENDAR – Calendar for tracking your bills/ subscriptions and debt repayment dates.

✅ BUDGET OVERVIEW – A budget overview of your planned amounts for income, bills, savings, debts, and expenses.

✅ PRIORITY WORKSHEET – Need to save more and don’t know how? Use the Priority Worksheet to identify the most important and not-so-important spending.

✅ DATE PICKER – Simply double-click on cells for dates and pick the correct transaction date from the pop-up calendar.

✅ GOOGLE SHEETS COMPATIBLE – Designed for working specifically with Google Sheets. You just need a Google Account.

✅ INSTANT ACCESS – Instant access after buying. You will receive a PDF with instructions to access and download the template.

✅ SUPPORT – Have any questions or need help after your purchase? Send us a message at info@enidkathambi.com, and we’ll respond as soon as possible.

FAQ

Can I Use This Throughout The Year?

Absolutely! You can duplicate the budget dashboard by right-clicking on the tab’s name and picking duplicate. By doing this, you are able to duplicate the budget sheet for use throughout the year. I recommend retaining the original budget dashboard and starting using the duplicate ones. This way, you always have the original as a backup in case you mess up any of the formulas.

Will The Duplicated Budget Tabs Have Auto-Updates For Categories and Actual Amounts?

The category names will appear automatically. The actual transaction figures will also populate automatically once you log them from the Transactions Tracker. However, be sure to change the date of the specific budget sheet you are using to ensure the actual transaction figures reflect in the correct month’s budget tab.

How Can I Use the Calendar For The Whole Year?

The calendar allows you to choose which month to view and the due bills/subscriptions and debts, and the due dates will be fed into the calendar automatically. The data is fed based on what you fill in the second table from your right. The due items will be the same regardless of the month you choose to view. However, if you wish to refer to your month’s calendar history and see what you checked off, it’s important to duplicate the calendar and have one for every month. You can duplicate the calendar tab by right-clicking on the tab’s name and picking duplicate. Then, rename each tab you create to help you identify each month’s calendar tab.

I recommend retaining the original calendar sheet and starting using the duplicate ones. This way, you always have the original as a backup in case you mess up any of the formulas.

How Can I Save More Money to Payoff Debt or Increase My Savings?

That’s where the Priority Worksheet comes in handy! It has the Bills and Expenses categories already populated for you. All you have to do is log your actual transactions in the Transactions Tracker, then head over to the Priority Worksheet and choose the priority level of each Bill or Expense. The amounts will be auto-populated based on the actual amounts you logged in the Transactions Tracker. With this, you are able to see how much you spend on each priority level. It will also show you how much you can save if you cut off some items, e.g., any bills/subscriptions and expenses you label as Not Important.

IMPORTANT!

• If you do not see an email with the PDF, please check your Spam folder
• CURRENCY – Uses any currency. Just set up your currency in the Set Up Tab
• USE – This spreadsheet is made specifically for Google Sheets and does not work with Excel
• DOWNLOAD ONLY – The template is a digital download with instant access upon payment. Upon purchase, you will receive a PDF file with a link to access the spreadsheet. No physical product will be shipped.
• REFUNDS – Refunds do not apply to digital downloads with instant access to the product upon purchase. For further information, please refer to our T&C and Shipping & Returns Policy.
• COLOURS – Colours used in the template may vary slightly based on individual devices used due to different colour calibrations on one’s device.
• COPYRIGHT – This planner is for Personal Use Only, not commercial purposes. No part of it can be sold, distributed, reproduced, duplicated, or sold in any form without the written consent of Every Penny Counts Consultancy.