*Hover your mouse over the photos to enlarge*

 

Having trouble keeping track of your personal income and expenses? Do you dread tax time because you have no records of where the money has been spent?

These simple and easy to use spreadsheets will help solve those problems :)

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The blue version shown in photo 6 is available here.
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Video walkthrough and a closer look at the spreadsheets:

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ABOUT THE SPREADSHEETS
- Instant download - start using it straight away!
- Excel file format (can also be used in Google Docs)
- Can be used for yourself or you're family's budgeting
- Purchase once and these can be re-used again and again each year

These spreadsheets are a perfect, simple and easy to use tool for non-financial people :)
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SPREADSHEET FEATURES
- Simple, clean, non-gender specific design
- Formulas automatically calculate
- Tips and examples are in the spreadsheets to help guide you/recommended use (hover your mouse over cells that have a red triangle in the corner)
- You can type over the pre-filled categories & add extra lines to customise the spreadsheets to suit your budgeting needs
- Also included is an 8 page guide with instructions & tips on how to use Microsoft Excel
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INCLUDED SPREADSHEETS

There are 4 spreadsheets included in this bundle.

ANNUAL SUMMARY
This spreadsheet automatically pulls your income and expenses from the monthly breakdown spreadsheet. The graph will automatically update to show how you're goal incomes & expenses compare to actual so you don't lose sight of the bigger picture and stay on track to achieving your financial goals.

TAX DEDUCTIONS LIST
Record expenses to claim back on tax in this spreadsheet so you don't forget come the end of the financial year. There's also a column for you to keep track of when you've filed receipts for each expense to make sure you have all the necessary records for tax time. You can use the filters in this spreadsheet to see all of the transactions for each expense category.

BREAKDOWN BY MONTH
Formulas automatically total income and expenses for each category, for each month. The spreadsheet also automatically calculates the average for each category to help you forecast and budget for the future.

The spreadsheet also automatically totals income, expenses, debt and savings for each quarter if you prefer to budget this way.

SAVINGS TRACKER
Track up to 3 savings goals using this spreadsheet. Record your goal savings in this spreadsheet, the actual savings will automatically be pulled from the income and expenses spreadsheet.

The graph automatically updates to compare goal versus actual so you can see where improvements need to be made!

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WHY YOU NEED THESE SPREADSHEETS
- You need to keep track of income and expenses, otherwise how will you know whether your business is actually viable and making a profit?

- The data in the spreadsheets tells you important information about you business including: the busiest months of the year (e.g. so you know to order supplies in advance), whether marketing campaigns were successful (i.e. results in an increase in sales),

- Make tax time a breeze - by keeping your records up to date as the year progresses, all the information's already there come tax time.

- Saves you money, by recording all of your expenses as you go, you won't forget any tax deductions you can claim come tax time

- Helps you track your income and expense goals so you can see what's working and what isn't working and make changes to your business accordingly

Files will be available for INSTANT DOWNLOAD after payment has cleared - please check your Etsy registered email address for the link to the download page.

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TERMS OF USE/USER AGREEMENT

I am unfortunately unable to provide after sales advice/troubleshooting on how to use Microsoft Excel or Google Sheets. As this is a digital product there are no refunds under any circumstances.

I accept no responsibility for errors that may be made in this spreadsheet. You are responsible for ensuring values (such as tax rates relevant to your country) and formulas are correct - I recommend that you carefully check you have entered the correct vales and have not over-ridden formulas prior to using the information for taxes and financial reporting, and consultant an accountant if required.

These templates are strictly for your personal using only. They are © All About Planners – you may not modify, reproduce or alter the templates, share with others or sell in original and/or modified format. I will not hesitate to proceed with legal action for violation of these terms of use.

By purchasing you accept and agree to the above terms of use.  
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PLEASE READ
These spreadsheets were made in Excel 2013. They have been tested and also work in Excel 2010. They should also work with earlier version of Excel although I cannot guarantee this. I am not responsible if you do not have Excel 2013 or 2010/if you are using a different software program and the files do not work. There are no refunds if these files will not work with your PC/laptop, or if you do not have basic excel skills and have problems formatting and/or using the spreadsheets.

The spreadsheets are intending for using on your computer or laptop (digital files to be used digitally), but if you wish to print the spreadsheet and file paper copies at the end of the year, this spreadsheet can be printed.

Colours may vary depending on your monitor and printer.
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DOWNLOADING THE FILES
Please note that this is a digital product and no physical product will be sent.

Files will be available for INSTANT DOWNLOAD after payment has cleared - please check the email address used to place your order for an automatic email containing the link to the download page.
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All sheets are (c) All About Planners
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