Imagine a life where you know exactly where your money is going.
Don’t just imagine, get our personal budgeting template to know exactly where your money is going.
You had goals, plans to save for a vacation or that emergency fund you’ve been
meaning to build.
But somehow,
Life happened, and now you’re left feeling stuck.
We’ve all been there. Managing finances can feel overwhelming and confusing, but it doesn’t have to be. Imagine a life where you know exactly where your money is going, where you feel in control, and where your goals don’t just feel like dreams they’re a reality you can plan for
Easily monitor your finances and gain better control over your cash flow with our
budgeting Sheets Template.
This tool helps you track your income and expenses over time, providing insights into your spending habits and helping you make informed financial decisions.
About the Author
Hi, I’m Oler—securities trader turned financial educator. As a CFA Charterholder, I have years of experience helping people just like you overcome their financial fears and build a secure, recession-proof future.
I work with entrepreneurs and professionals to secure their financial future, by providing education, resources, and community support on personal finance and investing.
Many people struggle with financial confidence because they lack the understanding of money as a tool and haven’t made the best financial decisions.
My mission is to bridge that knowledge gap and empower you to take control of your financial destiny.
This workshop is one of my ways of helping you get started on the right path.
How the Tool Works for You
Track Every Dollar:
See your income and expenses at a glance, so there are no surprises at the end of the month.
Plan with Confidence:
Create a realistic budget tailored to your lifestyle, not someone else’s.
Save Smarter:
Set specific goals for a vacation, a new car, or building an emergency fund and watch your progress in real time.
Stay Organized:
Customize categories for everything from groceries to entertainment, making it easy to stick to your plan.
HOW IT WORKS
Setup: Start by adding your currency and defining your income and expense categories to customize the template according to your financial situation.
Transactions: Log all your transactions, including income and expenses, to see where your money is going.
Monthly Overview: Select any month to review and analyse your cash flow, expenses, and
income for that period.
Annual Overview: Track your finances over a 12-month period with the annual overview.
Simply choose your starting month and year, and watch the template automatically populate your data.
WHY THIS TOOL IS DIFFERENT