Description
Plan your 2027 money month by month: budgeted income, spending and savings against what really happened, with the monthly variance, your savings rate and a year-to-date view of how close you are to your savings goal.
- Automatic summary: Income received (YTD), Spent (YTD), Saved (YTD), Savings goal progress, Average savings rate
- Calculated for you: Saved – plan, Saved – actual, Difference vs plan, Savings rate, Status
- Colour-coded status and progress highlights
- Example rows and a step-by-step "How to Use" sheet
Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.
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