THE PERSONAL FINANCE TRACKER | NEVER HAVE FINANCIAL ANXIETY | TRACK AND MANAGE YOUR SPEND
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THE PERSONAL FINANCE TRACKER
What this template is all about (23 sec)
A simple-but-mighty spreadsheet tool that will help you get rid of your financial anxiety.
Do you ever feel like:
❌ I don't know where my money goes
❌ You are motivated to SAVE & INVEST but end up not having money.
❌ You have no clarity over your finances, hence anxiety.
Money is at the centre of everything and not being able to track and adjust where your money goes will lead to huge problems.
✅ Best-case scenario: you're enjoying sprints and spurts of success, but not consistent growth in your financial life.
❌ Worst-case scenario: you keep falling short of your true potential because inconsistency is holding you back.
I've been there! So i Built this tool. Here's what it does
This tool helps you identify your financial behaviour, cut back on unnecessary spends based on data
It's perfect for:
- Entrepreneurs
- Business owners
- Students
- Working parents who need to balance their everyday life with their professional careers
- Anyone who wants to tap into the power of habit to achieve more
This tool will completely change your life upside down, you will be an anxiety-free and confident person at the end of it as you will have your personal finances figured out.
A budget helps create financial stability. By tracking expenses and following a plan, a budget makes it easier to pay bills on time, build an emergency fund, and save for major expenses such as a car or home. Overall, a budget puts a person on a stronger financial footing for both the day-to-day and the long term.
What will happen if I start using this template?
Only by understanding your finances first, you can make a worthwhile decision. Money controls our everyday life and emotions - how do you feel when you have no money in the bank? Everything around you seems frustrating, that’s what financial anxiety is - now you’re dreams are to create a business or invest in something but that won’t happen when you don’t even understand what is your financial Clarity.
Features of THE PERSONAL FINANCE TRACKER
- Income and Budget Input: It helps you with the details of your income, planned savings, expenses, and debt payments so you can set your budget efficiently.
- Transaction Record: It helps you to track all your transactions made against each expense category.
- Debt Payment Schedule: You can set your debt payment schedule and track it accordingly.
- Automatic Dashboard Overview: It gives you a graphical presentation of your budget and expenses. You can also set and track your saving and emergency funds.
This Ultimate Personal Finance Tracker will contain 5 total sheets. The details as mentioned below.
- Read me – This sheet includes instructions on how to set up and use this tool.
- Planning – This sheet is used for planning. You can input your fixed and possible income and the payments you need to make. This helps you set your budget accordingly.
- Transaction Record – This sheet is used to add the transactions you made for each expense category. You can also expense details in the remark column.
- Dashboard – This is where you get an overview of how you are doing on your set budget. This sheet will be automatically updated based on input and transaction records.
- Debt Snowball – Here you get a detailed breakdown of your debts and payment schedule.
- Categories – This sheet includes income and expense categories. You can change the name in the drop list respectively.
What do I get?
You will get an easy-to-use personal finance tracker to track your income from every source and your expenses throughout the year. Everything is customizable according to your needs - I’ve made this on google sheets so that it is so easy for you to use.
What do You need?
A Google Account (It is free to sign up if you do not have one using this link https://accounts.google.com/SignUp ) *THIS IS NOT AN EXCEL FILE
Who is this template not for?
- You still want to track your bill on a sticky note like in 1990
- You still want to lose money every month because you don't know where your money is going
- You Don’t want change in your life.
FAQs
Can I duplicate this template to share with my friends?
No, this is a personal license for individual use
Is there a money-back guarantee/REFUND?
Due to the digital nature of our products all sales are final, and I am unable to issue refunds.
Does the template work in the free version?
Yes, the template works in the personal plan
How does the purchase work? (Ans:- Instant Download)
Once payment is cleared, you can download your files directly after purchasing. We will also send a copy of the files to your email.
Still, have questions?
send me your opinion or your question to hi@excelgirl.co
cheers ✌🏼
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