Personal Finance 5 Year Budget Tracker & Dashboard | By Fortnight or Month | Income, Expenses, Savings, Investments & Debts Tracking
[Comprehensive version, same tracker as listed on Etsy Store]
I know how it feels to struggle with...
😱 Overspending, staying within budget or sticking to a budget
😵💫 Managing and overseeing where all your money is actually going
🙋🏻♀️ Figuring out how to budget or where do you even start
😔 How to work out what type of expenses you even have
😕 How to actually track your finances
🛍 How to break bad spending habits
😫 How to plan ahead for future bills and spending, investing goals or other financial goals in general.
⏳ Not having enough time to build your own money tracker
🤔 And just simply, looking to stay on top of your own money management!
I completely understand how you feel, because I've been there too and I've got your back!
Combining my own personal finances journey, my credentials as a chartered accountant and my background in accounting, my passion for personal finance, creativity and design, along with my ability and expertise to transform your everyday finances into user friendly and easily digestible dashboards in Google Sheets, I can guarantee to you that you've come to the right place.
Ever since I started tracking and monitoring my own personal finances, I haven't looked back. It has completely changed my perspective, mindset and approach to how I save, budget and invest. I finally found a way to effectively work towards my financial goals because I knew exactly where my money was going through budgeting.
My ultimate mission is to provide you with the right tools, guidance and knowledge to help you get started. Whether you're just starting out, tracked your money through apps or other trackers but it hasn't really hit the spot, or simply looking to supercharge tracking your personal finances, this tracker is for you.
⚡️ WHAT YOU WILL GET IN THIS TRACKER ⚡️
✅ Multi-year tracking capabilities, so you don't have to re-create the tracker for the following year.
✅ Track from any year, you can even backdate and add your transactions in previous year/s
✅ Track your everyday financial transactions, including your income, expenses, savings, investments and debts (if applicable)
✅ Track your portion of any shared expenses you may have with your partner, friends and/or family (if applicable)
✅ Track your 5 year financial goals across your income, savings, investment and debt repayment goals
✅ Visualise and see all your financial data come to life in automated, easily digestible dashboards, summaries and charts. You'll be able to customise your view of the dashboards, whether it be fortnightly, monthly or annually!
✅ Using zero based budget, plan your money using the detailed budget planner over a 5 year period, where every dollar of income has a purpose.
✅ Whether you're looking to budget on a fortnightly or monthly basis, you'll be able to pick from the two. From this, you'll be able to compare your budget to your actual transactions on a fortnightly or monthly basis, and annual basis
✅ An entire section to add in detailed notes and comments to your fortnightly or monthly budgets, allowing you to understand the whys behind your budget vs actual and staying on top of your money goals
⚡️ WHAT MAKES MY TRACKER UNIQUE & DIFFERENT ⚡️
🔥 I understand that tracking your personal finances in your home currency is important, which is why this tracker is available in multiple currencies so you don't have to worry about changing anything yourself. If you can't see yours in the list, simply shoot me a message and I can organise setting up the tracker in the desired currency for you!
🔥 It can be daunting or confusing to track at first, which is why I provide a comprehensive video tutorial to walk you through how to navigate through the tracker, how to budget if you're new to managing your personal finances, and tips and tricks when tracking.
🔥 Because I value you as a customer and I know how it feels when others release updates (minor or major) but expect you to buy it again, I provide a lifetime of updates for this tracker, at no additional costs!
🔥 Most trackers out there default you to budgeting on a monthly basis, however my tracker gives you the option to choose between fortnightly or monthly. Everyone is different which is why you've got 2 options upon purchase.
🚨 IMPORTANT NOTES 🚨
- The spreadsheet is ONLY compatible with Google Sheets, not excel.
- This is a digital product.
- The spreadsheet is semi-automated, which means you will need to enter your own data in. All dashboards, charts and tables will automatically update based on your inputs.
- I recommend using your laptop or desktop to set up the dashboard & tracker. This is due to the data that needs to be added to generate all the charts and information. You will still be able to view and manage the dashboard on your phone or iPad using the Google Sheets app.
🌎 Tracker is available in the following currencies 🌎
- Dollar
- GBP
- EUR
- IDR (Rp)
- HKD
- CAD
- INR
- CHF
- DKK
If your local currency is not available please let me know via Gumroad, Instagram or email and I will sort this out for you 🙏.
🎉 PDF DOWNLOAD 🎉
Once you've purchased the item, you will be prompted to download a PDF file. The PDF file will contain links to the template for you to click into and make a copy into your Google Drive. There will be 2 PDFs for download. The main diff between the PDFs is the budget frequency. You have the choice to choose to budget by the fortnight or month. Everything else is the same. Any questions, let me know.