Big money decisions are easier when you can see the whole year: bills, savings and debt in one place. This workbook has a yearly dashboard, 12 monthly tabs, a bill checklist and calendar, and a savings and debt summary, plus an 11-page printable pack. Both a sample year and a blank copy are included.
What is included
- 1 workbook with a full sample year (.xlsx), so you can see every formula working
- 1 blank workbook (.xlsx) with the same formulas, ready for your numbers
- Up to 30 categories, up to 1,500 transactions, 20 bills
- An 11-page printable PDF (US letter, 8.5 x 11 in): annual overview, monthly budget sheet, bill tracker, bill calendar, expense log, savings goals, debt summary, sinking funds, 12-month year tracker, annual review
- The printable pages again as web pages (zipped), so you can reprint single pages any time
One-time payment, secure checkout by Stripe. You go straight to your download page after you pay.
Buy now, instant download $12.99 Please note. This is a digital download, no physical item ships. The formulas were recalculated and checked against an independent calculation of every category, month, total, group and bill, including a second test year. It is an organizing tool, not financial advice. For personal use only; please do not resell or share the files. Never type account numbers or passwords into the workbook.
Looking for the bigger picture? Our Household Savings Audit and Decision Kit walks you through finding savings and deciding big purchases. This template is a good companion for tracking the result.
