Simplified Budget Spreadsheet Template

The Simplified budget template is beginner-friendly and perfect for everyone (Singles, Couples, Students, and more). Includes a video tutorial to help you set up and start budgeting. This is the only budget template you need to become a budgeting pro.

Includes 4 Tabs

• Instructions – Step by Step guide.
• Setup – Tailor to your preference.
• Monthly Budget – Plan your budget and keep track of transactions.
• Calendar – Automatic bills and debt payment calendar.

Budget Setup

☑️ Choose from different currency options or enter your preferred currency

☑️ Enter budget year. This template is designed for reuse, so you can use it continually for years to come. 

☑️ There are 6 main categories for your income, expenses, bills, investment, or savings. You can customize or add subcategories as needed. 

Monthly Dashboard 

☑️ Monthly January to December tabs are created for you. 

☑️ Helpful rollover feature included. You can choose to include or exclude any remaining money from the previous month. 

☑️ The budget summary section helps you see what is left for budgeting after expenses and savings. 

☑️ The due date for your bills and subscriptions are automatically filled in for you after the initial setup. 

☑️ Track your monthly transactions easily using the transactions tracker. 150 rows available plus automatic calculations. 

☑️ Budget overview through interactive charts and graphs.

☑️ Easily review your spending by selecting a category, and see your transactions highlighted, plus view a table and pie chart showing where your money goes and how you pay.

Calendar Dashboard 

☑️ Use this automatic bills and payment calendar in any year! 

☑️ Includes bills and payment summary. No need to edit anything. 

☑️ You can also include additional important dates such as paydays to the calendar.

• Start at any month. 
• Easy-to-read charts and graphs
• Automatic calculation in easy view 

HOW TO USE:

1. Purchase (Instant Download)
2. Download the PDF (Access the Template)
3. Copy the Spreadsheet (Start Budgeting!)

NOTE

• This is a digital download. No physical items will be sent after purchase.
• Due to the digital nature of the product, all sales are final and no refunds will be issued. If you have any questions, please do not hesitate to reach out.