Monthly and Yearly Budgeting Excel Worksheets: Track Expenses, Income, & Stay on Track!

$3.00
Having a budget is a huge step toward living a comfortable life! If you know where your money is going, you'll be more likely to keep your finances on track. These Excel worksheets provide a simple yet effective means of budgeting no matter where you are in life. Simply plug in the numbers you are earning/spending, and Excel will do the math for you to let you know how much you've spent, how much you've earned, and whether you're falling short or saving some money each month/year.

WORKSHEET 1: Monthly & Yearly Estimates
This worksheet provides a big-picture overview of your income and expenses. Your job is to plug in your estimated yearly income, along with your estimated monthly expenses. From there, Excel will calculate how much you are spending each month and each year, as well as showing you your total yearly expenses and whether those are above or below your estimated income. This is a great worksheet to use when you're just starting out and want to get clear on what you can afford - if you're thinking ahead, you can even plug in different salaries to see how much you'd need to earn in your next job to live the lifestyle you'd like!

WORKSHEET 2: Actual Monthly Expenditures
This worksheet allows you to plug in your actual income and expenses for any given month to see how you're doing financially. Simply plug in your income earned and your expenditures, and Excel will do the rest! It seems simple, but it also simplifies your life. Say goodbye to paper budgets and pulling out your calculator, and hello to an easy monthly budget sheet that you can access anywhere!

Each worksheet includes a sample list of expenses that you may incur to give you a starting point. You are free to change/add/delete categories of expenses as necessary! :)

These worksheets are part of the Post-Grad series on my storefront. If you are a recent graduate and would like access to even more resources to help you thrive outside of college, I encourage you to supplement this document with my other post-grad resources!

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Access Your File

This download includes 1 Excel file (in which there are 2 separate worksheets). You can download the Excel file from the email that you receive from Etsy or it will be listed under "Purchases". You will need to be on a computer or laptop to download the file – it can’t be downloaded on a phone or tablet. Once downloaded, you can edit the Excel file directly on your computer, send it to a notetaking app, or print it to have a physical copy.

___

Terms and Agreement

Your purchase licenses you (1 Individual) to use this template. The template and content within the template CANNOT be resold or redistributed.

___

Refunds and Exchanges

Because digital items are available for download immediately after purchase, I am unable to offer refunds or exchanges. The files will be delivered electronically within minutes of your order and payment.

___

Thank you for your business! If you have any questions for me about this product, please feel free to contact me through Etsy or my email is meredith.mistrot@gmail.com
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Having a budget is a huge step toward living a comfortable life! If you know where your money is going, you'll be more likely to keep your finances on track. These Excel worksheets provide a simple yet effective means of budgeting no matter where you are in life. Simply plug in the numbers you are earning/spending, and Excel will do the math for you to let you know how much you've spent, how much you've earned, and whether you're falling short or saving some money each month/year.

WORKSHEET 1: Monthly & Yearly Estimates
This worksheet provides a big-picture overview of your income and expenses. Your job is to plug in your estimated yearly income, along with your estimated monthly expenses. From there, Excel will calculate how much you are spending each month and each year, as well as showing you your total yearly expenses and whether those are above or below your estimated income. This is a great worksheet to use when you're just starting out and want to get clear on what you can afford - if you're thinking ahead, you can even plug in different salaries to see how much you'd need to earn in your next job to live the lifestyle you'd like!

WORKSHEET 2: Actual Monthly Expenditures
This worksheet allows you to plug in your actual income and expenses for any given month to see how you're doing financially. Simply plug in your income earned and your expenditures, and Excel will do the rest! It seems simple, but it also simplifies your life. Say goodbye to paper budgets and pulling out your calculator, and hello to an easy monthly budget sheet that you can access anywhere!

Each worksheet includes a sample list of expenses that you may incur to give you a starting point. You are free to change/add/delete categories of expenses as necessary! :)

These worksheets are part of the Post-Grad series on my storefront. If you are a recent graduate and would like access to even more resources to help you thrive outside of college, I encourage you to supplement this document with my other post-grad resources!

___

Access Your File

This download includes 1 Excel file (in which there are 2 separate worksheets). You can download the Excel file from the email that you receive from Etsy or it will be listed under "Purchases". You will need to be on a computer or laptop to download the file – it can’t be downloaded on a phone or tablet. Once downloaded, you can edit the Excel file directly on your computer, send it to a notetaking app, or print it to have a physical copy.

___

Terms and Agreement

Your purchase licenses you (1 Individual) to use this template. The template and content within the template CANNOT be resold or redistributed.

___

Refunds and Exchanges

Because digital items are available for download immediately after purchase, I am unable to offer refunds or exchanges. The files will be delivered electronically within minutes of your order and payment.

___

Thank you for your business! If you have any questions for me about this product, please feel free to contact me through Etsy or my email is meredith.mistrot@gmail.com
Having a budget is a huge step toward living a comfortable life! If you know where your money is going, you'll be more likely to keep your finances on track. These Excel worksheets provide a simple yet effective means of budgeting no matter where you are in life. Simply plug in the numbers you are earning/spending, and Excel will do the math for you to let you know how much you've spent, how much you've earned, and whether you're falling short or saving some money each month/year.

WORKSHEET 1: Monthly & Yearly Estimates
This worksheet provides a big-picture overview of your income and expenses. Your job is to plug in your estimated yearly income, along with your estimated monthly expenses. From there, Excel will calculate how much you are spending each month and each year, as well as showing you your total yearly expenses and whether those are above or below your estimated income. This is a great worksheet to use when you're just starting out and want to get clear on what you can afford - if you're thinking ahead, you can even plug in different salaries to see how much you'd need to earn in your next job to live the lifestyle you'd like!

WORKSHEET 2: Actual Monthly Expenditures
This worksheet allows you to plug in your actual income and expenses for any given month to see how you're doing financially. Simply plug in your income earned and your expenditures, and Excel will do the rest! It seems simple, but it also simplifies your life. Say goodbye to paper budgets and pulling out your calculator, and hello to an easy monthly budget sheet that you can access anywhere!

Each worksheet includes a sample list of expenses that you may incur to give you a starting point. You are free to change/add/delete categories of expenses as necessary! :)

These worksheets are part of the Post-Grad series on my storefront. If you are a recent graduate and would like access to even more resources to help you thrive outside of college, I encourage you to supplement this document with my other post-grad resources!

___

Access Your File

This download includes 1 Excel file (in which there are 2 separate worksheets). You can download the Excel file from the email that you receive from Etsy or it will be listed under "Purchases". You will need to be on a computer or laptop to download the file – it can’t be downloaded on a phone or tablet. Once downloaded, you can edit the Excel file directly on your computer, send it to a notetaking app, or print it to have a physical copy.

___

Terms and Agreement

Your purchase licenses you (1 Individual) to use this template. The template and content within the template CANNOT be resold or redistributed.

___

Refunds and Exchanges

Because digital items are available for download immediately after purchase, I am unable to offer refunds or exchanges. The files will be delivered electronically within minutes of your order and payment.

___

Thank you for your business! If you have any questions for me about this product, please feel free to contact me through Etsy or my email is meredith.mistrot@gmail.com