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Erin Spencer

Monthly Financial Plan Template 🤑💸📈

Monthly Financial Plan Template 🤑💸📈

CA$9CA$11

📋 What's included:

→ My full Budget Template

→ My brand new Weekly Spending Tracker... break your spending into categories like groceries, coffee, miscellaneous, and more so nothing slips through the cracks

Together, these two tools give you the full picture: the big-budget overview AND the week-by-week spending control.

Budget Template Key features:

  • Google Sheets template - can be accessed through your phone, tablet or computer (recommended use) 💻

  • A monthly financial plan with bi-weekly breakdown and variable expense tracker to keep you accountable 🤝🏼

  • Debt re-payment and sinking funds tracking tabs📈

  • Helpful info tab for How-to Guide and ease of use🤓

  • Ideal for a single income - someone paid bi-weekly/semi-monthly. If you're in a relationship, you and your partner could each purchase a copy and use individually, then review it over datenight once a month! ❣️

WHAT'S NEW:

  • BRAND NEW* Travel Financial Planner Tab!

  • BUNDLE including a Weekly Spending Tracker

  • New functional variable expense tracker.

  • Automatic calculation of remaining balance left to budget in Monthly Financial Plan (Income-Expenses).

  • Automatic calculation of balance remaining for the Variable Expense Tracker (once a monthly target is set).

  • Additional rows for Debt and Sinking Funds.

  • Added rows for expenses in both the Monthly Financial plan and Variable Expense Tracker.

  • In Sinking Funds Tracker - column added for 'Left to Save' so you know how much more you need to reach your goal.

  • Updated instructions.

❗️ How to access:

After purchase, you will receive an email with a link to copy this template. Once you open the spreadsheet please click MAKE A COPY. Do not click request access. All access requests will be denied.

‼️ Refund & Additional Polices:

All sales are final. No refunds will be issued for digital products.
For personal use only. Files may not be shared or resold.

Take control of your finances!

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