Take charge of your finances with this comprehensive tool designed to make financial management fun and easy! Whether you're aiming to pay off debt, build up your savings, or invest for the future, this all-in-one solution provides the structure and flexibility you need to succeed. Get ready to take control of your finances and pave the way to financial freedom with the 50/30/20 Ultimate Budget Template.
What is the 50/30/20 budget rule?
• 50% of your budget is allocated to needs, 30% to wants and 20% to savings. You can change the ratio within the template if the 50/30/20 rule doesn't suit your lifestyle.
Customer Reviews
the spreadsheet is everything i expected and more. i'm sure it'll be a staple in my planning system for a long long time
There's a learning curve to be considered, but Elvira was very quick in assisting with the issues I was experiencing. She helped me get things right again since I had accidentally deleted some formulas. So, I'd advise you to proceed cautiously and be mindful of editing only fields. That said, the spreadsheet delivers everything, I find it fun and easy to take care of my finances.
Transactions table in january isn't loading dropdown menus, but all other months are. I was wondering if I could have help making it work properly.
I absolutely love this spreadsheet! For me it was a bit of a learning curve because I created my own spreadsheets and laid it out differently But this one is better because it streamlines everything. I had different charts for expenses and here it’s all in one spot, so easy to see! The ONLY thing I’ve had issues with is the savings portion. BUT that’s probably a Me thing as I had issues with something else then figured it out. Again, it’s a bit of a learning curve but the video tutorials help so much. It was worth it!!!
I am a CFA charterholder and downloaded this largely to learn more excel skills. I did not expect to be impressed (CFA is a giant finance thing), but absolutely was. This is a great tool. A few things got funky when I put it into excel from sheets but everything was easy to fix.
