Free Personal Budget Analysis Spreadsheet Excel Template

Personal Budget Analysis Spreadsheet Template is here to help you in managing personal budget and finances are the necessary actions that help you save money. If you’re planning for short-term or long-term goals, there is no better way to manage personal finances than using this workbook. This worksheet shows you a comprehensive picture of monthly income, total monthly expenses, savings and assets owned. The template compares income with expenses and generates savings figures. These insights will let you streamline how to utilize your monthly income throughout the month for maximum savings through smart budgeting. The navigation tabs come with popular column heads. But, you can edit them or add new rows as per your requirements.

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What you will receive:
✓ A file containing the Personal Budget Analysis Spreadsheet Template
✓ 3 tabs with easy to follow and step-by-step guidelines
✓ Salary - Record your income details like gross salary, salary frequency. Give input in percentage for tax, Insurance and other deductions to be applied to gross salary to deduce net salary. Calculations are automated thus, your net monthly salary and net annual salary will be displayed along with the actual amount of deductions applied on gross salary as per your given input percent of respective deductions

✓ Personal Budget - Users need to category-wise breakdown expenses into monthly fixed costs and monthly variable costs. The respective subtotal and annual costs will be calculated and displayed in respective fields automatically. 

✓ Monthly Savings - Here you get a one-spot view of your net income ( from "salary" sheet ), expenses ( from "personal budget" sheet ) and savings and cumulative savings categorised on a month wise basis. User can add on additional ( lottery etc. )or passive incomes( bond, dividends etc ) as well as additional expenses ( purchase of new liabilities) using adjustment cells. In the end, this sheet lets you discover an in-depth pattern of your personal assets through graphs and lets you track your net worth over time.


All files supported in Spreadsheet 2010, 2013, 2016, 2019 Office 365 ( MAC)

Happy Budgeting!  If you have any queries, we are just a message away.

Please note that this is an instant download, digital product; thus, no physical product will be sent.

Easily change your currency and color with simple instructions.

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AFTER YOUR PURCHASE
After your payment has cleared, you will be able to download your files instantly! You will also be able to find the download link in your receipt email.

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