Know where your money goes, before it’s gone.
The Paycheck Budget Planner splits your income into six simple buckets: Needs, Wants, Giving, Debt Payoff, Savings and Investing. You set the percentages once. Every month, the planner shows your target, your plan, and what you actually spent.
No formulas to write. No subscription. Just type your numbers into the cream cells.
WHAT’S INSIDE
• Start Here guide: set up in about 10 minutes
• Setup tab: choose your own percentage split and rename any category
• 12 monthly tabs: planned vs actual for 24 categories, with an “On track” or “Over plan” flag on each
• Yearly dashboard: income, spending, debt paid and savings rate, updated automatically
• Debt Payoff tracker: see what’s left and how many months to go
• Savings Goals tracker: tells you how much to set aside each month
WHY PEOPLE LIKE THIS METHOD
• You start from your paycheck, not from a long list of expenses
• One glance tells you which bucket is over and which has room
• Works with any currency and any pay schedule
• Reuse it every year: change the year on the Setup tab and start fresh
WHAT YOU GET
One .xlsx file. Open it in Microsoft Excel, or upload it to Google Sheets (File > Import > Upload).
PLEASE NOTE
This is a digital download. Nothing will be shipped. It is a budgeting tool, not financial advice. January comes filled with example numbers so you can see how it works. Simply type over them.
Questions? Message me and I’ll help.
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