KB Budget & Finance Planner – Google Sheets Personal Finance Template
Take control of your personal finances with the KB Budget & Finance Planner for Google Sheets. Track income and expenses, manage bills and subscriptions, plan each paycheck, compare Budget vs Actual, monitor savings goals and debt, track net worth, check your 50/30/20 budget, and plan ahead with a 30/60/90-Day Cash-Flow Forecast.
Product Description & Details
KB Budget & Finance Planner is an all-in-one Google Sheets personal finance management template designed to help you organize your income, expenses, budgets, bills, savings, debt and overall financial progress in one place.
The template includes a Financial Dashboard that brings together important metrics such as Total Income, Total Expenses, Net Cash Flow, Savings Rate, Expense-to-Income, Debt-to-Income, Savings Goals Balance, Current Debt, Net Worth, unpaid bills and recurring items.
Plan and track your finances using dedicated sections for Transactions, Recurring Transactions, Accounts & Balances, Bills & Payment Calendar, Subscription Manager, Paycheck Budget and Monthly Budget.
The Monthly Budget section lets you compare Budget vs Actual spending, view Variance and % Used, and identify categories that are within or over budget.
The planner also includes a 50/30/20 budget check, Savings Goals & Sinking Funds tracker, Debt Payoff Tracker, Net Worth Tracker and a 30/60/90-Day Cash-Flow Forecast with projected shortfall warnings.
After purchase, you will receive a Customer Access Guide containing instructions and a link to create your own Google Sheets copy of the template.
This template is intended for personal financial planning and organization. It is not financial advice.
This is a digital product. No physical item will be shipped.
Key Features
- Financial Dashboard
- Income & Expense Tracking
- Recurring Transactions
- Accounts & Balances Management
- Bills & Payment Calendar
- Subscription Manager
- Paycheck Budget
- Monthly Budget vs Actual
- Budget Variance & % Used
- 50/30/20 Budget Check
- Savings Goals & Sinking Funds
- Debt Payoff Tracker
- Net Worth Tracker
- Financial Health Ratios
- 30/60/90-Day Cash-Flow Forecast
- Projected Shortfall Warning
- Formula-Based Automatic Calculations
- Customizable Categories & Accounts
What's Included
Financial Dashboard
Setup & Customizable Categories
Transactions Tracker
Recurring Transactions Tracker
Accounts & Balances
Bills & Payment Calendar
Subscription Manager
Paycheck Budget
Monthly Budget vs Actual
Savings Goals & Sinking Funds
Debt Payoff Tracker
Net Worth Tracker
30/60/90-Day Cash-Flow Forecast
Customer Access Guide PDF
Requirements
Product Version
Changelog
• Financial Dashboard
• Income & Expense Tracking
• Recurring Transactions
• Accounts & Balances
• Bills & Payment Calendar
• Subscription Manager
• Paycheck Budget
• Monthly Budget vs Actual
• 50/30/20 Budget Check
• Savings Goals & Sinking Funds
• Debt Payoff Tracker
• Net Worth Tracker
• Financial Health Ratios
• 30/60/90-Day Cash-Flow Forecast
• Projected Shortfall Warning
• Formula-Based Calculations
