Gold Spending Plan

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You’ll receive a Google Sheets file that includes 11 worksheets to enter your expected income, savings, and expenses for the rest of the year. As you enter your numbers, and separate worksheet puts them all together in date order with a running balance. This allows you to see what your account balance will be on December 31st, even if you’re entering your information on January 1st! This will help ensure that you never pay an overdraft or late fee again. This simple spreadsheet will save you hundreds of dollars per year! Here is a short list what is included, and the approximate value.

Running Daily Balance

This worksheet shows your updated checking account balance after each transaction. You’ll see months in advance how a purchase in May will affect your balance in October. This will keep you from every paying overdraft fees again.

Debt Snowball

View your opening and current debt balances for up to none separate debts. In addition, each debt has a running balance ledger so you can view what you expect your balance to be at the end of the year.

Savings Manager

Similar to the debt snowball, you can view your current and projected year-end balances at a glance. You’ll also have a ledger for up to nine separate sinking funds accounts, so you can keep all the money in a savings account but manage the amounts in your spreadsheet.

Yearly Dashboard

View both your monthly budgeted vs actual amounts as well as your actual spending on a month-by-month basis for each individual category within your spending plan.

Size

2.28 MB

Length

7 pages