Budget by Paycheck Spreadsheet

A simple but effective way to manage and track your finances with this Budget by Paycheck Spreadsheet

TABS:

1. Guide-Read Me

2. Setup

3. Transaction Tracker

4. Annual Overview

5. Calendar

6. Budget by Paycheck

FEATURES:

Currency Setting: Change the default currency via a dropdown menu across the entire template.

Budget Year Entry: Adjust the year in the setup tab to update all sheets, making the template reusable.

Category Customization: Organize up to 120 subcategories under 6 main categories, with pre-filled common categories that can be edited.

Payment Methods: Enter up to 10 payment methods or account names, which appear in dropdowns for easy transaction tracking.

Transactions Tracker: Log income, expenses, bills, savings, investments, and debt payments, with automatic totals under each category.

Budget by Paycheck Dashboard: Track your monthly budget by paycheck period, starting with the start and end dates.

Rollover and Budget Planning: Input your rollover amount, expected income, and planned budget with pre-filled categories from the setup tab.

Visual Summary and Charts: Track spending, income, and budget vs actual spending with interactive charts and graphs that update with every transaction.

Automatic Calendar: Stay on top of bill and debt payment due dates with a customizable calendar that updates based on selected month and start day (Sunday or Monday).

Bills and Debt Payment Summary: View a summary of due dates, amounts, and checkboxes for paid bills and debts, with automatic updates.

Other Important Dates: Add additional important dates, such as paydays, to the calendar for better tracking.

Annual Summary: See a fully automated annual financial overview with visually appealing charts, no manual updates required.

★ What you need:

You can easily access this spreadsheet with a free Google account. If you already have for example a Gmail account, you can use the same login details to access this spreadsheet.

📝PLEASE NOTE

* Digital download: This listing is an instant DIGITAL DOWNLOAD ONLY. No physical product will be shipped. You will receive a PDF file with a link that will take you to your spreadsheet.

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