The most powerful Personal Budget template the world has seen. Set up a zero-based budget plan over multiple periods and track your money flows with ease. The budget dashboard will bring all your data together and enables the most insightful monitoring of your personal budget performance.
Template Overview
Take full control of the whole personal budget process: (1) Planning, (2) tracking and (3) analysis
Define custom income, expense and savings categories
Set up monthly plans for your custom categories
Track your money flows and assign them to your custom categories
Analyse your budget performance for each individual month and year
Get focused insights by using the interactive chart controls
Main Template Features
Budget Planning
- Zero-based budget planning
- Fully customizable income, expenses, and savings categories
- Multi-period approach to set the right expectations for every single month
Budget Tracking
- Smart table to assign all your money flows to your defined categories
- Option to "shift" late monthly income to the next month
Budget Dashboard
- Dynamic aggregation of all planned and tracked data
- Smart budget breakdown and chart visualizations
- Fully interactive for selecting different period and visualization views