Step into a world of well-organized financial tracking with the Family Budget Planner - Customizable fields model. Ideal for families who want to stay in tune with their spending habits, this tool facilitates the creation of a custom budget template. Engaging features included in this model offer insight into spending, with tracking of net savings against planned savings. For those seeking a comprehensive overview, a summary dashboard and pie charts provide a visual representation of expenses by categories, family members, and needs. This tool could be the first step towards a more budget-conscious lifestyle, contributing to successful financial planning.
This sheet is part of our Family Budget Planner spreadsheet. Available in Google Sheets, and Microsoft Excel. Download using links below
Go to dashboard to download stunning resources
Download
Need to manage a company’s books? Our Bookkeeping Dashboard spreadsheet provides detailed charts and graphs to track income, expenses, and profit across any time period. Whether a small business that needs to manage its finances, a bookkeeping and payroll service provider, or an accountant inside a large corporation, use this spreadsheet to easily manage and visualize bookkeeping data to create beautiful reports.
Productivity a problem? Use our To Do List Spreadsheet collection for a series of to-do lists and dashboards to manage projects across weekly, monthly, or subtask views. Manage personal to-dos by type, status, and due date. Track progress across individual tasks with a status to-do list. Since the most important element of any to-do list is to prioritize tasks, the Priority list divides to-dos by their importance. To track daily task accomplishments, use the daily log that accumulates progress toward daily, weekly, or monthly frequency goals.
Need help with which companies or projects to invest in? As a key driver of value in business, ROIC measures how well the company deploys its capital. Use our ROIC & Investment Valuation spreadsheet to compare the efficiency of capital use between companies and make the right investment decisions.
Real estate can be a great addition to an investment portfolio. But as with any investment, it has to be the right buy. This spreadsheet helps analyze multifamily properties via income, expenses, and debt service.
Need to compare real estate investment opportunities? Use the Residential ProForma spreadsheet to quickly identify if a real estate investment opportunity will be profitable. The proforma shows a ten-year financial outlook, adjusted for inflation, and lets users experiment with different scenarios. The spreadsheet comes with a detailed proforma, amortization schedule, and charts that track investment metrics. Quickly view the cumulative profit of a property over the next ten years, along with the present value and other key metrics adjusted for inflation and rent increases. The spreadsheet lets users conduct detailed scenario plans and make informed investment decisions.
Need a printable calendar for 2023? This spreadsheet includes printable displays for every month of 2023, along with dynamic weekly and monthly calendar views to display to-do list tasks and a dashboard to monitor the overall progress to accomplish critical goals.
Need to scenario plan to pay the least interest on student debt? Utilize multiple graphs and charts to visualize when debt will be paid off and how much will be owed. Calculate how many extra payments it will take to pay down debt in the fastest way possible. Mix and match payments across a series of months, years, and loans to determine how many payments to apply across which time frames to pay the least amount in extra interest possible. Supports analysis across up to ten loans.
Are loan repayments confusing and complex to keep track of? Use our Ultimate Loan Spreadsheet to track and estimate how much principle of a loan is owed. Use this spreadsheet to analyze: home, car, student and commercial loans. Plus, analyze whether refinancing a loan is an advantage. As a bonus, loan amortization graphs illustrate the specific loan amortization schedule.
Need better tools to fix a failed business or start a new one? Save hours of work with all the tools to track future revenues and expenses. This business plan template includes tools like a balance sheet with a ten-year financial outlook split into quarters and adjusted for inflation and rental increases. It also has a proforma income statement and provides a robust revenue tracking system based on the lifetime value, lifetime period, and cost of acquisition of a subscriber or SaaS product customer. Additionally, it includes a charts dashboard that visualizes all the predicted outcomes.
Need to create new habits? It takes between two to eight months for a habit to stick. Gamify your habits with custom reward amounts for each habit completed, and track progress from month to month or year to date for any year between 2023 and 2033. Supports 400 daily, weekly, and monthly habits across multiple habit types.
Microsoft Excel
Google Sheets