50 30 20 Annual budget template excel spreadsheet
50 30 20 Annual budget template excel spreadsheet – Light Mode
Stay in control of your finances all year long with this powerful and easy-to-use personal budget template designed in light mode. Based on the popular 50/30/20 budgeting method, this budget spreadsheet helps you manage your income and monthly expenses by dividing them into Needs (50%), Wants (30%), and Savings (20%).
This fully editable Exxcel Sheet template is perfect for personal use, couples, or anyone wanting a simple yet effective way to track their financial goals.
💼 What’s Inside:
- Annual Budget Layout – Plan and track your personal monthly budget across all 12 months
- Light Mode Design – Modern and easy on the eyes
- Interactive Dashboards – Auto-calculates totals and shows clear summaries of your monthly expenses
- Customize budget rule – Customize your budget rule ratio based on your financial goals.
- Excel Spreadsheet & Worksheet Format – Use it directly in Excel, no software needed
- Downloadable & Customizable – Download the excel template and use it
- Includes sections for income, bills, savings, debt payments, and more
Whether you're just starting out or looking to improve your financial routine, this personal monthly budget template is the ideal tool to bring structure and visibility to your money.
📊TABS INCLUDED:
This template comes with 19 tabs mentioned below:
- READ ME
- SET UP
- ANNUAL DASHBOARD
- 12 MONTHLY DASHBOARD
- SINKING FUND / SAVING TRACKER
- DEBT PAYMENT TRACKER
- NET WORTH TRACKER
- BILL CALENDAR
💻WHAT YOU’LL NEED:
- A device to to access the template (desktop, laptop, tablet, or mobile)
- A basic knowledge of Excel
📂 FILES INCLUDED:
-
1 Excel file to downlaod
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Quick access and setup instructions included inside the Sheet
PLEASE NOTE:
• This spreadsheet is designed to work exclusively with Excel Sheets and is not compatible with Google sheets.
• This is a digital download. There is no physical item sent after purchase.
• This template is designed for English users and has not been optimized for other languages.
• Colors may appear slightly different in person or on digital devices due to variations in your device's color settings.
⚠️ WARNING:
Our products are strictly for informational purposes only. MARCHBORNS does not give any financial, tax or legal advice. We advise you to seek professional licensed advice. Marchborns will not be held responsible for any costs, loss, damages or injuries (directly or indirectly without limitation indirect loss or damages) that result from the use of this product.
©️ COPYRIGHT:
This design and spreadsheet are the intellectual property of MARCHBORNS.
By purchasing this product, you agree to use it for personal use only.
Commercial use, reproduction, distribution, resale, or public sharing—in full or in part, with or without modifications—is strictly prohibited.