Easy & Beginner-Friendly Monthly Budget Planner Google Sheet Template
Are you looking for an efficient way to manage your company's monthly budget? Look no further than the Monthly Budget Planner Google Sheet Template.
This simple and intuitive template offers a comprehensive solution to budgeting, with automatic calculations and only the necessary tabs. With this template, you can easily create and manage your budget with ease. Read on to learn more about this template and how it can help your business.
Benefits of Easy Monthly Budget Planner Google Sheet Template
Easy to Use
The template is designed to be easy to use, with automatic calculations and only the necessary tabs. This makes it beginner-friendly and allows users to quickly get started with creating and managing their monthly budget.
Time-Saving
The template eliminates the need for manual calculations, saving users time and effort. It also allows users to quickly access and update their budget information, making it easy to track their spending and make adjustments as needed.
Customizable
The template is customizable, allowing users to tailor it to their individual needs. This includes the ability to add or remove tabs, adjust the formatting, and add additional calculations as needed.
Secure
The template is stored in the cloud, making it secure and accessible from any device. This allows users to access their budget information from anywhere, anytime.
Steps For Setting Up Digital Annual Planner with Google Sheets
Step 1: Create a New Spreadsheet
Create a new spreadsheet in either Excel or Google Sheets. This will be the template for your monthly budget planner. Make sure to save the file with a descriptive name so you can easily find it later.
Step 2: Set Up the Tabs
Create the necessary tabs for the budget planner. This includes tabs for income, expenses, savings, and debt. You may also want to include a tab for notes or other information. Make sure to name each tab appropriately so you can easily find them later.
Step 3: Enter the Necessary Data
For each tab, enter the necessary data. This includes income, expenses, savings, and debt. Make sure to include all relevant information, such as dates, amounts, and descriptions. If you need help, refer to the PDF file included with the purchase.
Step 4: Set Up Automatic Calculations
Set up automatic calculations for each tab. This includes calculations for total income, total expenses, total savings, and total debt. Make sure to include formulas that will automatically update when new data is entered. This will make it easier to track your budget over time.
Step 5: Finalize the Template
Once you have entered all the necessary data and set up the automatic calculations, you are ready to finalize the template. Make sure to double-check all the formulas and data to ensure accuracy. Once you are satisfied, save the template and you are ready to start using it.
Target Sectors
The Monthly Budget Planner Google Sheet Template excel project is designed to help individuals and businesses of all sizes to manage their finances. It can be used by individuals to plan their monthly budget, track their spending, and save money. It can also be used by businesses to track their expenses, manage their cash flow, and plan for future growth. The template is versatile and can be tailored to meet the needs of different sectors.
- Individuals
- Small Businesses
- Non-Profit Organizations
- Educational Institutions
- Government Agencies
- Healthcare Organizations
- Retailers
- Manufacturers
- Hospitality Industry
- Transportation Companies
- Real Estate Firms
- Financial Institutions
Which tabs should I include?
1. Income
The Income tab is designed to help you keep track of all the income sources and amounts for the month. With this tab, you can easily monitor your income and make sure that you are staying on budget. This tab is simple to use and provides you with all the necessary information to help you manage your finances.
The Income tab is used to track all income sources and amounts for the month. The following metrics should be included:
Income Source: This is the name of the income source. Examples include salary, investments, rental income, etc.
Amount: This is the amount of income received from the source.
Frequency: This is the frequency of income received from the source. Examples include weekly, bi-weekly, monthly, etc.
Date Received: This is the date the income was received.
Notes: This is a field for users to add any additional notes about the income source.
| Income Source | Amount | Frequency | Date Received | Notes |
|---|---|---|---|---|
| Salary | $3,000 | Monthly | 01/01/2021 | - |
| Investments | $500 | Monthly | 01/15/2021 | - |
| Rental Income | $1,000 | Monthly | 01/20/2021 | - |
2. Expenses
The Expenses tab is designed to help you track all of your expenses and amounts for the month. This tab includes all of the necessary information to keep track of your spending and ensure that your budget is on track. With this tab, you can easily view and manage your expenses, so you can make sure that you are staying within your budget.
Expense Name: This column is used to track the name of the expense.
Category: This column is used to track the category of the expense.
Amount: This column is used to track the amount of the expense.
Date: This column is used to track the date of the expense.
Notes: This column is used to track any additional notes about the expense.
The Expenses tab is used to track all expenses and amounts for the month. This tab should be filled out with the name of the expense, the category, the amount, the date, and any additional notes. This tab is used to help users keep track of their expenses and ensure that they are staying within their budget.
| Expense Name | Category | Amount | Date | Notes |
|---|---|---|---|---|
| Groceries | Food | $50.00 | 05/01/2020 | Organic produce |
| Gas | Transportation | $30.00 | 05/02/2020 | Fill up for the week |
| Restaurant | Food | $25.00 | 05/03/2020 | Dinner with friends |
3. Summary
The Summary tab provides an overview of your monthly budget, allowing you to quickly and easily see the total income and expenses for the month. This tab automatically calculates the totals for you, so you can quickly get an understanding of your budget and make any necessary adjustments.
The Summary tab provides a summary of the budget and automatically calculates the total income and expenses for the month. The following metrics are included in the tab:
Total Income: The total amount of income for the month.
Total Expenses: The total amount of expenses for the month.
Net Income: The difference between total income and total expenses.
Savings: The amount of money saved for the month.
Percentage of Income Saved: The percentage of total income saved for the month.
| Total Income | Total Expenses | Net Income | Savings | Percentage of Income Saved |
|---|---|---|---|---|
| $2,000 | $1,500 | $500 | $500 | 25% |
How to Subscribe to Easy Monthly Budget Planner Google Sheet Template
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