![]() ![]() Savings Planner and Dashboard to help you plan your savings efficiently Stick to clearly defined budget goals and you will achieve success and save money.īelow the charts, there are detailed tables showing how much % of the budget you have used for selected categories, e.g. The same is for the expense section: let’s say the budget is $1000, and you spent $900, so it’s 90% of the budget and the first sign that you have to cut costs. For example, if the income target is $1000 in the given month and you made $ 1100, then the report will show you 110% KPI. The charts show whether you are going to meet your targets or not. The budget report is divided into 2 sections, Income, and Expenses. Tip: Each dashboard can be filtered by year and month.īudget Report – Fast-track to achieve your goals This is where you can track your current expenses, income and savings. Cashflow Dashboard – Track your EfficiencyĬash flow is one of the most important aspects of controlling your budget. Multi-dependency makes your work significantly easier. The table should contain basic information such as amount, income/cost category, and account. Have you wondered how you should collect data? It’s easy! We recommend recording expenses and income daily, weekly, or alternatively, in a monthly manner – it’s your choice after all. ![]() Transactions register to track each expense & income Enter the maximum amount that you should not exceed for a given category Your income budget is your target.Ĭosts: As in the revenue section, the cost categories can be set in the settings tab. Income: In this table, you assign income by category, which you can modify in the settings tab. The table summarizes the revenues, costs, and savings. ![]() Summary: Check how much money you had at the beginning of the month and how much you will have at the end of each month. The budget planner is divided into three sections: Then, the data will be visible in dashboards: Cashflow Report, Savings Report, Budget Report, and Asset Report Personal Budget Planner – 5 years spreadsheet The next step is to record your daily/weekly / monthly expenses and revenue. These are the essentials in the whole process. The first step is to create a budget that consists of an income target, an expense budget, and projected savings. You don’t need to know about budgeting or cash flow, because the worksheet does it for you and guides you through the process, making managing finances easy. The Personal Budget Planner worksheet is created to improve your savings. How to plan Budget, control Expenses, and Increase Savings? ![]()
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