Want to know where your money is going without building a complicated spreadsheet from scratch? I made this workbook to keep budgeting, spending, and net worth tracking together in one organized place.
It includes plenty of categories, but you only need to fill in the ones that apply to you. The totals, summaries, and graphs update automatically as you enter your information.
• Monthly budget planner
• Prior-month and current-month spending comparison
• Income tracker
• Spending breakdown by category
• Assets and liabilities tracker
• Automatic net worth calculator
• Financial summary dashboard
• Coordinated graphs and charts
• Beginner-friendly instruction page
• Protected formula cells to help prevent accidental edits
1. Enter how much you plan to spend in each budget category.
2. Add what you spent during the prior and current month.
3. Enter your monthly income.
4. Add the current value of your assets and the remaining balances of your debts.
5. Review your totals, net worth, and graphs—all calculated automatically.
The workbook includes categories for housing, utilities, food, transportation, healthcare, personal spending, savings, investments, debt, real estate, retirement accounts, business assets, and much more. Leave anything that doesn’t apply to you blank or rename categories to fit your life.
• This is a digital download. No physical product will be shipped.
• Microsoft Excel is required to use this spreadsheet.
• This listing includes one Excel workbook with multiple tabs.
• Example numbers shown in the listing photos are fictional and are not included as personal financial advice.
• Colors and formatting may appear slightly different depending on your device and version of Excel.
• Because this is a digital product, returns and exchanges are not accepted. Please contact me if you experience an issue with your file.
* For personal educational use only. Redistribution, resale, copying, or reproduction of The Java Co. content, illustrations, or designs is prohibited. The Java Co. is the DBA for The Java RN LLC.
Financial tracking doesn’t have to be intimidating. Start with the numbers you know, leave the rest blank, and update your workbook whenever it works best for you.
Want to know where your money is going without building a complicated spreadsheet from scratch? I made this workbook to keep budgeting, spending, and net worth tracking together in one organized place.
It includes plenty of categories, but you only need to fill in the ones that apply to you. The totals, summaries, and graphs update automatically as you enter your information.
• Monthly budget planner
• Prior-month and current-month spending comparison
• Income tracker
• Spending breakdown by category
• Assets and liabilities tracker
• Automatic net worth calculator
• Financial summary dashboard
• Coordinated graphs and charts
• Beginner-friendly instruction page
• Protected formula cells to help prevent accidental edits
1. Enter how much you plan to spend in each budget category.
2. Add what you spent during the prior and current month.
3. Enter your monthly income.
4. Add the current value of your assets and the remaining balances of your debts.
5. Review your totals, net worth, and graphs—all calculated automatically.
The workbook includes categories for housing, utilities, food, transportation, healthcare, personal spending, savings, investments, debt, real estate, retirement accounts, business assets, and much more. Leave anything that doesn’t apply to you blank or rename categories to fit your life.
• This is a digital download. No physical product will be shipped.
• Microsoft Excel is required to use this spreadsheet.
• This listing includes one Excel workbook with multiple tabs.
• Example numbers shown in the listing photos are fictional and are not included as personal financial advice.
• Colors and formatting may appear slightly different depending on your device and version of Excel.
• Because this is a digital product, returns and exchanges are not accepted. Please contact me if you experience an issue with your file.
* For personal educational use only. Redistribution, resale, copying, or reproduction of The Java Co. content, illustrations, or designs is prohibited. The Java Co. is the DBA for The Java RN LLC.
Financial tracking doesn’t have to be intimidating. Start with the numbers you know, leave the rest blank, and update your workbook whenever it works best for you.
