💻This is a DIGITAL PRODUCT listing. No physical product will be mailed to you.
🛑 IMPORTANT NOTE• This spreadsheet is only compatible with Excel, NOT with Google Sheets.📊 FEATURES:USER-FRIENDLY DESIGN:Streamlined for ease of use – no advanced spreadsheet skills required. Simply input your data, and watch the template automate the rest of the process effortlessly.
INTUITIVE NAVIGATION:Designed for both financial experts and beginners, ensuring easy navigation. Clearly categorized income and expenses facilitate accurate financial recording for precise profit and loss statements.
FINANCIAL VISUALIZATION:Visualize your budgeting progress and financial trends with charts and graphs.
GOAL SETTINGS:Set financial goals and track your progress towards achieving them.
CUSTOMIZATION OPTIONS:Tailor the template to fit your personal needs. Add or modify categories, personalize labels, and adapt the template to match your unique aspects.
ACCRUATE & AUTOMATIC CALCULATIONS:Say goodbye to manual calculations. The built-in formulas ensure accurate calculations, saving you time and reducing errors.
INCOME AND EXPENSE TRACKING:Monitor your income and expenses to assess your financial health and identify areas for improvement.
PRINTABLE SNAPSHOT:Easily print your report for a tangible reference, making it easy to review and share with financial advisors and accountants.
COMPREHENSIVE BUDGET PLANNING:Plan and track your monthly and yearly budget with ease.
FLEXIBLE BUDGET CATEGORIES:Customize the spreadsheet to suit your specific financial goals and expense categorie📈 BENEFITS:
REUSABLE YEAR AFTER YEAR:A durable investment that remains relevant and effective, providing utility for each subsequent year. Maximize your value with a spreadsheet that stands the test of time.
EFFORTLESS DATA ENTRY:Input your financial data in a user-friendly interface, and the spreadsheet will automatically calculate your profit or loss.
MONTHLY ANALYSIS:Gain a comprehensive understanding of your personal financial health with a month-by-month breakdown of income and expenses. Identify trends and make informed decisions for the future.
BUDGET PLANNING:Plan for the future by setting budget targets and comparing them with your actual financial performance. This feature empowers you to make proactive decisions and stay on track towards your financial goals.
BUDGETING INSIGHTS:Utilize the template to identify areas for budget adjustments and set financial goals.
PERSONAL FINANCIAL OVERVIEW:Obtain a clear and organized snapshot of your financial situation
📌 TABS (19 Total):• YEARLY (1): Profit and Loss Statement for full year• MONTHLY (12): Profit and Loss Statement for desired month• ACTUAL (1)- Review actual income & expenses by month for full year• BUDGET (1)- Review budget income & expenses by month for full year• DIFFERENCE (1)- Review difference between actual & budget income & expenses by month for full year• DEBT TRACKER(1): Review actual & budget savings & debt payoff• TRANSACTIONS (1): Enter your transactions here• CATEGORIES (1): Setup your income and expense categories here
Not seeing exactly what you need, reach out to me about a custom template that will meet your exact needs.
🔎ACCESSING YOUR FILE(S)✓Your file will be sent to the provided email within 1 business day.✒️RETURNS/CANCELLATIONS:Due to the nature of the digital products, I do not accept returns, exchanges, or cancellations on digital products, but please contact me if you have any problems with your order.
✒️TERMS OF USE:This only available for personal use. No commercial use is allowed. It is prohibited to resell, share, reproduce this product or distribute this product, either in part or in full, with or without modifications.
The contents are for information only, not financial, legal, or accounting advice. I am not responsible for any harm, damages, loss, claims, costs, or other issues from using the document.