The Simplified budget template is beginner-friendly and perfect for everyone (Singles, Couples, Students, and more). Includes a video tutorial to help you set up and start budgeting. This is the only budget template you need to become a budgeting pro.
Includes 4 Tabs
Instructions – Step by Step guide (video tutorial included)
Setup – Tailor to your preference.
Monthly Budget – Plan your budget and keep track of transactions.
Calendar – Automatic bills and debt payment calendar.
Budget Setup
☑️ Choose from different currency options or enter your preferred currency
☑️ Enter budget year. This template is designed for reuse, so you can use it continually for years to come.
☑️ There are 6 main categories for your income, expenses, bills, investment, or savings. You can customize or add subcategories as needed.
Monthly Dashboard
☑️ Monthly January to December tabs are created for you.
☑️ Helpful rollover feature included. You can choose to include or exclude any remaining money from the previous month.
☑️ The budget summary section helps you see what is left for budgeting after expenses and savings.
☑️ The due date for your bills and subscriptions are automatically filled in for you after the initial setup.
☑️ Track your monthly transactions easily using the transactions tracker. 150 rows available plus automatic calculations.
☑️ Budget overview through interactive charts and graphs.
☑️ Easily review your spending by selecting a category, and see your transactions highlighted, plus view a table and pie chart showing where your money goes and how you pay.
Calendar Dashboard
☑️ Use this automatic bills and payment calendar in any year!
☑️ Includes bills and payment summary. No need to edit anything.
☑️ You can also include additional important dates such as paydays to the calendar.
Start at any month.
Easy-to-read charts and graphs
Automatic calculation in easy view