How does the Family Budget Planner help in tracking spending habits?

The Family Budget Planner helps in tracking spending habits by providing a fully customizable spreadsheet where you can set an annual savings goal and track a full year's transactions against it. It includes a summary dashboard that determines if spending habits are on track or off track year-to-date (and by how much) to meet the annual goal. It also features a monthly time series that tracks net savings against planned savings month by month. Additionally, it uses pie charts to track expenses by categories, family members, and whether they are 'nice to have' or 'must have'. These tools allow the whole family to assess spending month by month, learn how to budget according to a plan, and reach it.

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Need a budget the whole family can stick to? Use the fully customizable spreadsheet to set an annual savings goal and track a full year's transactions against it. A summary dashboard determines if spending habits are on track or off track year-to-date (and by how much) to meet the annual goal. A monthly time series tracks net savings against planned savings month by month. And pie charts track expenses by categories, family members, and "nice to have" or "must have." With all the tools to assess spending month by month, the whole family can learn how to budget according to a plan and reach it. Below, we detail why you really want to share the skill of budgeting with your family, but if you want to skip straight to the tool explainer, do so now.

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Family Budget Planner

Need a budget the whole family can stick to? Use the fully customizable Family Budget Planner to set an annual savings plan and track yearly transacti...

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