Productivity Pad proudly presents the Annual and Monthly Budget Planner—your ultimate financial companion designed to help you master your money journey. Start with a Personalized Home Page, where you can keep track of your personal details, view your yearly savings at a glance, and effortlessly switch between currencies. The Setup tab allows you to record income, savings, expenses, bills, and debts in one organized space, giving you a clear picture of your financial starting point. With everything in place, planning becomes a breeze.
The Annual Budget tab helps you map out your financial year with colorful charts and tables, where you can allocate income, set savings goals, and budget for expenses and bills. This planner ensures that your financial targets are easy to track and fun to manage. Meanwhile, the Transaction Log lets you categorize every penny spent, dynamically linking sub-categories within categories for a comprehensive view of daily spending. No detail goes unnoticed, making it simple to monitor your financial habits.
Visualize your progress using the Annual Dashboard, a stunning display of your yearly income, expenses, savings, and debt. The 12 Monthly Dashboards take it a step further, offering insightful overviews of your monthly finances with vibrant graphs that highlight budget variations and spending trends. These dashboards not only help you stay on top of your financial goals but also make it enjoyable to track your achievements as you go.
Stay ahead of upcoming financial commitments with the Financial Calendar and Bills Reminder, ensuring that you never miss a due date. With the Live Currency Converter, managing finances across different currencies becomes seamless. Personalize your experience using over 400 icons, adding your touch to make financial planning not just efficient but also engaging and fun.
Budget Better, Live Brighter!
Effortlessly plan your finances, and track your income, savings, subscriptions, expenses, bills, and debt with these 20 automated tabs.
- Personalized Welcome Page: Customize the planner to fit your financial goals and preferences.
- Planner Setup: Quickly configure income, expenses, bills, savings, and debt in a streamlined tab.
- Annual Budget: One place to allocate your budget into income, expenses, savings, debts, and bills.
- Transaction Log: Keep track of all your expenses in one place. Only transaction log in the market that dynamically link sub-categories within categories. Start tracking transactions any day, any year.
- Annual Dashboard: Visualize your yearly financial journey with insights into income, savings, bills, expenses, and debt.
- 12 Monthly Dashboards: Get a clear and detailed view of your monthly finances, with easy-to-read comparisons of monthly trends.
- Financial Calendar: Stay on top of important financial events and payment deadlines with a built-in calendar.
- 800+ Curated Icons: Customize your financial tracker for a personalized touch.
Your Annual and Monthly Budget Planner is packed with tools that make managing your finances simple, efficient, and rewarding.
- Exclusive personalized home page designed by Productivity Pad. It comes with the following interactive widgets:
- Weekly Bills Reminder
- Currency Selector: Select currency from a list of 20+ currencies (Ask us to add more.)
- Live currency converter
- Daily automatically changing motivational quotes
- A bird’s eye view of Total Savings this year.
- Planner Setup:
- Divide finances into Income, Savings, Expenses, Bills, and Debt.
- Add up to 8 Income sources, marking them as active or passive.
- Track up to 16 Savings categories, labeled short or long-term.
- Organize 16 Expenses categories as needs or leisure.
- Manage 16 Bills categories as online or offline.
- Prioritize up to 8 Debt categories as high or low-priority.
- Annual Budget: Allocate your yearly budget across Income, Savings, Expenses, Bills, and Debt.
- Transaction Log:
- A single database to record all transactions with date, category, sub-category, amount, and description.
- Sub-categories dynamically linked to categories. This helps you easily record your transactions.
- Easily filter transactions by date, category, or sub-category.
- 150+ Fully Automated Graphs for insightful data visualization.
- 800+ Icons
- Financial Calendar:
- A detailed reminder log to keep record of upcoming payments and financial events.
- Monthly calendar displaying reminders color-coded by financial category for quick reference.
- Month selector for easy navigation through different months.
- Annual Financial Dashboard:
- Income: Compare Actual vs. Expected, Active vs. Passive sources, and detailed breakdown.
- Expenses: Analyze Actual vs. Budgeted, categorize Needs vs. Luxuries, view Cumulative Daily expenses, and get a breakdown.
- Bills: Review Actual vs. Budgeted, differentiate between Online vs. Offline bills, track Cumulative Daily, and analyze breakdown.
- Savings: Assess Actual vs. Goal, differentiate between Long-term vs. Short-term savings, track category-wise progress, and get a breakdown.
- Debt: Compare Actual vs. Expected, prioritize High vs. Low-priority debts, monitor Cumulative Daily, and analyze breakdown.
- 12 Monthly Financial Dashboards:
- Income: Breakdown of sources, including Active vs. Passive income.
- Expenses: Categorize Needs vs. Luxuries and view daily cumulative expenses.
- Bills: Track Online vs. Offline bills and analyze breakdown.
- Savings: Measure progress towards goals and differentiate between Long-term and Short-term savings.
- Debt: Prioritize High vs. Low-priority debts and analyze monthly totals.
- Inbuilt automated calculations, fully customizable and easy to use.
- Please note that you'll need a Google account to use this template, and it is not compatible with Excel or any other software. All the automation is done for you, making it simple to fill out each section with your information.
- If you have any questions or need assistance, feel free to reach out to us. Please keep in mind that this template is for personal use only, and you are not allowed to use any part of it to create your own for-sale products or engage in any public or commercial use.
- We offer a 7-day window for refunds or exchanges on all our digital products.
- You may not use the Product for any commercial purpose. You may not sell, distribute, lease, license, or sub-license the Product or make the Product available for use by others. You may not modify, adapt, translate, or create derivative works based on the Product.
How to download it?
Once your payment is complete, you will recieve an email containing a link to download a PDF file. This PDF will guide you to the spreadsheet and explain how to use it.
How to use it?
After downloading the file open the Google spreadsheet link provided. Then go to file > make a copy. This will create your own personal copy of the spreadsheet. Follow the step-by-step guidance in comprehensive user manual (provided to you) to customize the spreadsheet according to your individual preferences. If you have any additional questions, please do not hesitate to contact us at support@productivitypad.co.
Compatibility
Works across multiple platforms (Mac OS, Windows, iPhone, iPad, Android, Linux)