Wealth Building Budget Template Excel
Welcome to your wealth-building monthly & yearly budget and dashboard! If you are looking to get your finances together, this is the perfect financial planner for you! To keep track of your finances all in one spreadsheet!
This Excel spreadsheet will help you organise your finances, keep you accountable for tracking your expenses, debt payoff, savings and investments. The dashboard will automatically generate the graphs and charts that will motivate you to achieve all your financial goals!
This spreadsheet includes:
1. Monthly budget tabs for tracking your monthly income, expenses, debt repayments, savings/investments, and monthly net worth
2. An annual budget which is automatically updated from the monthly budget tabs
3. Goals tab – add your financial goals and track your progress throughout the year
4. Annual Overview dashboard
5. Net worth dashboard
6. Expense dashboard
7. Savings & investments dashboard
8. Debt payoff dashboard
9. Income dashboard
Happy wealth building and budgeting!