The Yearly Budget Planner

The Yearly Budget Planner is a simple, easy-to-use tool that helps you plan, track, and manage your finances over the entire year. It gives you a complete overview of your income, expenses, and savings so you can make smarter financial decisions and reach your money goals.

💡 What It Is

This Yearly Budget Planner is a complete financial dashboard that helps you plan, track, and review your entire year in one simple spreadsheet. It’s designed to make money management easy — showing you exactly how your income, spending, and savings progress month by month.

Whether you’re budgeting for your household, preparing to buy a home, or managing business finances, this planner gives you a clear picture of your financial growth throughout the year.

⚙️ How It Works

Enter your monthly income and expenses in each tab.
The planner automatically calculates totals for each month and the full year.
Track your bills, savings goals, and debts all in one place.
Use the yearly dashboard to see trends, averages, and progress with charts and summaries.

Everything auto-updates — so you can focus on your goals, not the math.

📊 Detailed Breakdown of Each Section

🔹 Yearly Summary Dashboard

View your total income, total expenses, and savings for the year.
See your monthly averages and year-end totals in one glance.
Visual charts show where your money went and how much you’ve saved.

🔹 Monthly Tabs

Separate tabs for each month to stay organized.
Track your budget vs. actual amounts for income, expenses, and savings.
Watch your monthly progress build toward your yearly goals.

🔹 Expense & Bill Tracker

Log recurring bills and one-time purchases.
See how your monthly spending compares to your plan.

🔹 Savings & Goals Tracker

Track long-term savings goals — like emergency funds, down payments, or vacations.
Measure your progress each month and celebrate milestones along the way.

🔹 Debt Tracker (Optional Section)

Record your debt balances, payments, and yearly payoff progress.

🌟 What Makes It Valuable

✅ Year-at-a-glance dashboard
✅ Tracks income, expenses, savings, and debt
✅ Visual charts and automatic totals
✅ Works in Google Sheets & Excel
✅ Perfect for personal, household, or small business use
✅ Helps you stay consistent all year long

📁 What You’ll Receive

1 digital download (Google Sheets or Excel version)
Setup and usage instructions

⚠️ Legal Disclaimer

This is a digital download — no physical product will be shipped.
For personal use only. Redistribution or resale is not allowed.
This template is for organization and educational purposes only. It is not a substitute for financial advice.
Due to the digital nature of this product, all sales are final.

Pay

Plan your budget month by month for the whole year. Track all your income, bills, and spending. Set savings goals and monitor your progress. Get a clear snapshot of where your money goes.