- #Budget planner template full#
- #Budget planner template professional#
- #Budget planner template download#
- #Budget planner template free#
You can customize your databases, views, and dashboards to your liking.
#Budget planner template free#
Of course! Once you duplicate the template into your Notion workspace, you are free to make any changes you like. This will allow you to understand the template’s structure and easily get started with it. This template includes a detailed guide with clear instructions. Does this template come with specific documentation? There are absolutely no limitations for personal use. This template will perfectly work if you are on Notion’s free plan. Does this template work with Notion’s free plan? ? Let’s get your finances back on track with your new Finance Tracker & Budget Planner Notion template. ✔ Detailed onboarding Guide and instructions ✔ 3 currencies available: Dollars ($), Euros (€), Pounds (£) ✔ Prebuilt page templates for each year, month, spending category ✔ A main dashboard to visualize your finances at a glance ✔ Top spending categories And you’ll get even more with:
#Budget planner template professional#
Whether you need a robust finance tracking system for your personal or professional use, this Notion template is for you. You’ll be able to track all your transactions on multiple accounts and visualize your finances with spending categories, monthly budgets, saving goals and more. This advanced Notion template will allow you to easily manage your finances with a comprehensive dashboard and pre-built tracking tools. Use this Finance Tracker & Budget Planner Notion template to easily manage and optimize your finances + meet your spending and saving goals.
#Budget planner template full#
What about you? Do you use spreadsheets to track and manage your finances? Please share your thoughts and examples in the comments section.Have everything for your finances in one full fledge Notion dashboard and start keeping your finances on track! From time to time I have shared those techniques here on too. I have built several workbooks to track budgets, vacation plans, retirement scenarios, self-employment cash flows and house purchases. I have used spreadsheets to track money soon after I started my first job 15 years ago. Read more about Excel treemaps and sunburst charts | Another example of treemap – customer service dashboard Do you use Excel to track and manage money? In fact, I have created another version of the spreadsheet with column charts so that you can use it in earlier versions of Excel. But if you want, you can use column / bar / donut / pie charts too. I have used Treemaps because they work well with data like this. In the settings page, we can harvest all category level spending in one column and then feed that to any chart in Excel. Spending by category graph – Treemap (Excel 2016) Use CTRL+Click to multi-select the cells.ģ. We just set up databar on all cells in one go (so Excel can relatively size them based on values).
![budget planner template budget planner template](https://culturopedia.net/wp-content/uploads/2020/01/Sample-Template-Budget-Planner-Template--1120x1536.jpg)
The databar cells have a reference to totals calculated in cells above. This data bar is made with Conditional Formatting. Quick visualization of category level spendingĪs you enter values, you can see a quick total (arrived thru the formulas explained above) and a data bar. Read up more about SUMIFS and SUMPRODUCT formulas.Ģ. If there is an error (typos / no data etc.) we show 0. We then multiply that with amounts in G7:G26 thru SUMPRODUCT and finally divide this with 12 to get monthly value.
![budget planner template budget planner template](https://i0.wp.com/printerfriend.ly/wp-content/uploads/2020/04/Simple-Budget-Spreadsheet-3-scaled.jpg)
We are fetching an array of multiplication factors from freqs table (shown aside) using SUMIFS. Say you have amounts in G7:G26 and frequencies in H7:H26. Using SUMPRODUCT and SUMIFS, we can calculate total amount per category by month, like below.
![budget planner template budget planner template](https://acultivatednest.com/wp-content/uploads/2018/03/MonthlyBudget_Preview.jpg)
There is a frequency mapping table in the “Settings” tab to help calculate monthly totals from various amounts at different frequencies.Calculation of monthly totals by category: There are three components in the budget spreadsheet:ġ. The graph on left helps you see the big picture and optimize your spending / savings.The BALANCE row on the left turns RED if you spend more than you make.As you type data, category level summaries are shown on top along with a data bar to show relative expenditure of each category.You can select various frequencies (for example public transport – $16 per week, dining out $70 per month etc.) Start by entering your income and itemized spending.
#Budget planner template download#
Click here to download free budget template. So in the spirit of making you awesome in life, not just Excel, let me share a simple but elegant household budget spreadsheet. Once you can track (or estimate) how much you are spending, it is easy to see how much you are paying your future self and what wiggle room you have. One of the simple ways to achieve this is by using a budget. I believe in frugal living and paying yourself first.