Simple Budget Planner Tutorial | Track, Save & Take Control of Your Money
Автор: EzyPlannersCo
Загружено: 2025-12-04
Просмотров: 16
Simple Budget Planner Tutorial | Track, Save & Take Control of Your Money
Learn how to plan, track, and manage your entire budget in one simple, easy-to-use spreadsheet. Stay organized with your income, expenses, and savings so you can stay in control and reach your financial goals effortlessly.
📥 Access the tracker through this link: https://tinyurl.com/2rjzy73t
✅ Included in This Tracker:
• Setup Tab
Enter your income sources, expense categories, bill types, and savings. This customizes the entire planner for your financial life.
• Dashboard
Your automated financial command center: Total income, total expenses, savings progress, monthly trends, category breakdowns, and clear visual summaries.
• Transaction Log
Record all spending and earnings in one place. Every entry instantly updates your dashboard, calendar, and budget trackers.
• Transaction Sort & Filter Tab
Quickly sort or filter your transactions by date, amount, category, or type for fast insights and clean reporting.
• Monthly Calendar
Plan your month visually with bill due dates, paydays, reminders, and expected expenses.
• Budget Tracker (Unlimited Periods)
Create as many budgeting periods as you need — monthly, weekly, bi-weekly, or custom.
Track planned vs. actual spending, leftover amounts, and category performance.
• AI Budget Assistant
Get personalized suggestions, tips, and spending insights to help you stay consistent and improve your financial habits.
✅ TIMESTAMPS
00:00 Intro
00:18 Tabs Protection
00:36 Instructions Tab
01:02 Setup Tab
01:44 Transactions Log
02:27 Transactions Filter
03:00 Monthly Calendar
03:27 Budget Tracker
05:13 Dashboard
05:49 AI Budget Assistant
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⦾ Copyright Notice
This product is for personal use only. Redistribution, resale, or sharing of this template in any form is strictly prohibited.
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