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Your Wallet Goal

Personal Finance Package

Personal Finance Package

Regular price R 599.90 ZAR
Regular price Sale price R 599.90 ZAR
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THE ULTIMATE PERSONAL FINANCE SPREADSHEET ( 21 TABS)

💎 MULTI CURRENCY - SET ANY CURRENCY WITHIN SECONDS
ZAR, $, €, £, ¥, ₣, ₱, ₹, ₽, ₺, Rp‎, K, RM

This annual and monthly Excel Sheets budget spreadsheet features an income tracker, expense tracker, debt tracker, savings tracker, net worth dashboard, subscription tracker and a priority sheet. Whether you aim to become debt free, achieve financial independence or just want to get a better grip of day-to-day spending, this is the digital planner for you!

BENEFITS |
• INSTRUCTIONS - Detailed guide and a spreadsheet with sample mockup data
• SETUP TAB - Quick start section for setting up your spreadsheet
• BILL PLANNER TAB - Plan & strategize all your bills & subscriptions for the entire year
• ANNUAL DASHBOARD - A detailed summary of your monthly income and spending. Review your monthly totals per category. Analyze monthly totals per category with visually appealing charts and graphs.
• MONTHLY BUDGET (12 TABS) - Plan your budget and record all financial transactions, including income, bills, expenses, savings, investments & debts.
• TRANSACTIONS TRACKER - Built-in transaction tracking feature in every monthly section for both income and expenses.
• NET WORTH DASHBOARD - A summary of all your assets and liabilities. Establish goals and track progress throughout the year.
• SAVINGS DASHBOARD - Monitor your savings and sinking funds. Track total contributions and remaining savings target.
• DEBT DASHBOARD AND CALCULATOR - A powerful tool for monitoring and calculating debts with various payment strategies
• BILL CALENDAR - Visualize all your bills and outstanding debts for each month. Automatically generated and sorted.
• PRIORITY SHEET - With this priority budget, rank every spending and bill category according to importance and calculate how much money could be saved if you stopped paying for things that aren't absolutely necessary.

 

FEATURES |
• Available in multiple currencies 
• Aesthetically pleasing minimal design - budgeting made beautiful!
• Automatic calculations - focus on your finances, not complex equations.
• Streamlined content - no unnecessary cluttered sections.
• Optimized for desktop but also accessible on mobile devices.
• Suitable for any calendar year.

HOW IT WORKS |
• After purchase, you will receive an email containing a link to your digital file, which will redirect you to your spreadsheet. Please note that this is an instant download, digital product; thus, no physical product will be sent.

 

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