Plan With Gloria

This all-in-one budget template covers an entire year and does all the math for you. It's perfect for helping you plan your monthly budget, keep track of your finances, and see exactly where your money goes.The template is hosted on Google Sheets for easy cloud access across multiple devices, and it has the following features:A personalized welcome home page where you can add your name, and set your income, savings, and investment target for the year.A monthly budget sheet that helps you keep tabs on your income, savings, and investments while also letting you set aside funds for categories like food, transportation, bills, etc.A sleek dashboard that gives you a snapshot of your financial year, showing how you’re doing compared to your targets.A fun chart summary of all your expense categories, so you can see how much you've spent and where most of your money has gone all year.A daily expense tracker for recording your spending on the fly, plus an extra income tracker if you want to note your daily earnings.A handy debt tracker that helps you create a repayment plan and track your progress in paying off debts.

Number of sessions: 1Session duration: 50 minutesVenue: Google Meetwhat you'll get:A free copy of our Moolah Budget & Expense Tracking TemplateAn audit of your current money habits with recommendations for changesduring the 1:1 session:we’ll work together to design a personalized monthly budget that fits your lifestyle and financial goals.we’ll create a plan to pay off debt if any.we’ll discuss practical ways to increase your savings and build financial security.you’ll also learn how to create and manage an emergency fund to safeguard your future.