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Google Sheets | Personal Finance Tracker

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Google Sheets | Personal Finance Tracker

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Hello👋

Whether you're managing your own finances or for your business, this Google Sheets finance tracking template makes it simple.

It's not just about tracking expenses; it's a complete package that allows you to manage your budget, income and expenses, credit card control in one place.

With its practical and easy-to-use features, you get full control over your money.



Help Desk:

Help Desk Google Sheets


OBJECTIVES

  • Track expenses and income: Record your Income, Expenses and get reports automatically with a simple drop-down selection.
  • Customizable categories: Adjust income, expense categories, as well as subcategories to fit your financial structure and specific goals.
  • Monthly, quarterly, semi-annual and annual reports: all the information you need in a single, intuitive dashboard.
  • Variance view: Compare planned and actual financial figures to spot potential savings opportunities and correct overspending.
  • Snapshot of top N expenses: Quickly recognize your most important expenses with a summary of the top N expenses.
  • Engaging visuals: Enjoy visually appealing, easy-to-understand graphs that allow you to quickly understand your financial health.
  • The best part? - It's fully editable to customize it to your needs.

HOW IT WORKS.

  1. You will need a google account (it is free) to use this template. It is not compatible with excel.
  2. After purchase, you will receive an email with a link to your digital file where you will find the link to access your copy of the template. Make the first copy of the template using your PC.
  3. You can also access the file through the "Purchases and Revisions" tab of your Gumroad account.
  4. Start budgeting with your new template!

❔Frequently Asked Questions (FAQ)

1. Is this template compatible with Excel?

No, this template is designed specifically for Google Sheets users.

2. Is it worth paying $20 USD?

Of course it is. For only $20 USD, you get immediate access to a complete ready-to-use financial tracker.

This saves you countless hours of manual work and provides you with valuable information about your financial flow.

To put it in perspective, any Sheets or Excel expert would charge you a minimum of $1580 USD ($79 USD per hour * 20 hours) to create a similar tool.

And let's not forget the aesthetic appeal. While you could get the functionality by hiring an expert, the chances of you getting something as visually pleasing are slim😎.

3. How do I access the template after I purchase it?

Once you have completed the purchase, you will be able to instantly download the template from your control panel. In addition, you will have access to all future updates at no additional charge.

4. Can the template be customized to suit my specific needs?

Of course, the template is fully editable. You can adapt it to your specific needs. You can also contact me for customization work.


ℹ️ Note: This digital product is for non-commercial personal/professional use only. You may not resell, reproduce or profit in any way from the template or design. By purchasing, you agree to these terms. You may use/customize it for your personal/professional/office work.

$
Add to cart
Access
Lifetime
Format
Google Sheets, Looker Studio
Updates
Free
Requirement
Google Account
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