Question

What are the key features of the Family Budget Planner?

The key features of the Family Budget Planner include:

1. Customizability: The planner is fully customizable, allowing you to set an annual savings goal and track a full year's transactions against it.

2. Summary Dashboard: This feature determines if spending habits are on track or off track year-to-date (and by how much) to meet the annual goal.

3. Monthly Time Series: This feature tracks net savings against planned savings month by month.

4. Pie Charts: These charts track expenses by categories, family members, and whether they are 'nice to have' or 'must have'.

5. Educational: With all these tools, the whole family can learn how to budget according to a plan and reach it.

This question was asked on:

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.

View spreadsheet Preview