Annual Budget Tracker

Budget tracking for the year

Annual Budget Tracker

200.00

Plan your finances with our Annual Budget Tracker, a downloadable Excel file. This simple tool helps you track your income and expenses for the whole year. With easy templates and clear charts, managing your budget is simple. Download now and take control of your yearly finances!

Description

Annual Budget Tracker Manual

Don’t let large expenses catch you off guard. Our Sinking Funds Tracker helps you set aside monthly money for future expenses, so you can save gradually instead of all at once. Whether you’re planning a family vacation, saving for Christmas gifts, or budgeting for a home remodel, this tracker makes it easy to see your progress. Track exactly how much you’ve saved for each sinking fund and know how much more you need to save automatically. You can save for any future expense with support for up to 30 different sinking funds.

Benefits of Annual Budget Tracker Manual 📊

  • 📚 Easy to Use: Simplifies annual budgeting.
  • 📁 Organized Finances: Keeps all your expenses and income in one place.
  • ⏱️ Saves Time: Streamlines the budgeting process.
  • 📈 Financial Insights: Provides detailed reports on your financial habits.
  • 📱 Portable: Use it anywhere, anytime.

Why should you use the Annual Budget Tracker Manual? 🤔

  • 🗂️ Stay Organized: Keep your finances in order effortlessly.
  • 🚀 Improve Efficiency: Spend less time on budgeting and more on living.
  • 🔍 Avoid Overspending: Keep your spending aligned with your goals.
  • 📊 Gain Insights: Access detailed reports for informed financial decisions.
  • 📜 Prepare for Taxes: Simplify tax preparation with organized data.
  • 🌍 Convenient Access: Track and manage your budget wherever you are.

Freebies 🤩

  • ✅ Airbnb Income & Expense Tracker
  • ✅ Net Worth Tracker
  • ✅ Goal Planner
  • ✅ Holiday Gift Tracker
  • ✅ Sinking Funds

Steps on how to use the Annual Budget Tracker:

Step 1: Go to the “Setup” tab, right beside the “Introductions” tab.

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Step 2: Enter the name of your sinking fund. Some examples of sinking funds are Emergency Funds, Vacation Funds, Car Maintenance, Home Renovation, Education, etc. 

Step 3: Input the desired amount.

Step 4: Enter the amount already saved.

Step 5: Specify the start date.

Step 6: Specify the target date.

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Transactions tab

Every time you set aside money for a sinking fund, go to the ‘Transactions’ tab.

Step 1: Double-click here to select the date.

Step 2: Choose the desired sinking fund.

Step 3: Enter the amount.

Step 4 (optional): You can add notes to provide more details on the transaction.

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The rest will be calculated automatically. You can easily view everything through the dashboard.

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