The Budget Edit

The Budget Edit

A editorial style budget planner that makes checking in on your money feel like flipping through your favorite planner instead of opening a scary finance app.  You type in two places: Transactions and your Budget and the other seven tabs do the math for you.

WHAT'S INSIDE✨
Dashboard: your whole month on one screen: money in, money out, what's left, savings rate, bills due, and your top spending categories, all pulled automatically from your transactions.

Monthly Budget: plan income, fixed expenses, variable spending, savings, and debt side by side with what actually happened.

Transactions: the only tab you really have to think about. Log a purchase, pick a category, and everything else updates itself.

Bills Tracker: every recurring bill in one place, with due dates, auto-pay status, and a running total of what's still unpaid.

Savings Goals: 6 goal trackers with progress bars, so you can watch your emergency fund (or vacation fund etc.) fill up in real time.

Debt Tracker: track up to four debts by balance only, no account numbers needed, and watch your payoff progress bar grow.

Subscriptions: round up every little recurring charge and decide what's actually earning its spot in your budget.

Annual Overview: your entire year, month by month, with zero manual entry required.

WHY YOU'LL LOVE IT
Comes in both Google Sheets and Excel!  Fully automated! Enter your numbers once, and your dashboard, bills, and yearly totals update themselves. Every category and dropdown is customizable from one simple Lists tab. Aesthetic without being complicated and built for people who want it to look good and actually work!

WHAT YOU GET
-1 PDF how to guide
-2 Excel documents (Blank & Demo)
-2 Google Sheet Links  (Blank & Demo)

HOW IT WORKS
This is a digital download! 
No physical item will be shipped.
Purchase and instantly receive your download link!
Choose your format: make a copy in Google Sheets, or open the Excel file in Excel/Numbers.
Follow the quick Start Here tab to set up your income, categories, bills, and goals.
Start logging and your dashboard fills in as you go.

Please duplicate the file before entering your real numbers, so you always have a clean backup copy.

A NOTE
-This is a digital file, no physical item will be shipped to you.
-This file can be used for PERSONAL USE ONLY. 
-NO REFUNDS: Due to the electronic nature of this item, ALL SALES ARE FINAL.
-Please read the item descriptions carefully prior to completing a purchase.
-By purchasing this item you are agreeing to the shop policies.
-You may not share or sell this file. 

Copyright belongs to Tab & Edit