Easy to set up, and quick to monitor your income, expenses, savings, investments and debt. Building a good financial foundation starts here.
Fill in your budget categories once, and it is automatically populated for the rest of the year.
Available in Google Sheets, so it can be used by anyone, anywhere and is available online or offline at any time.
Multiple Currencies: Dollars ($), Pounds (£), Euros (€), Rands (R), Any Currency (none).
Here's how simple it is. There is 1 rule, only fill in the yellow blocks - everything else automatically populates for you.
Fill in your monthly amounts, such as your salary, rent/mortgage, electricity, water, phone bill, Netflix subscription etc. You can also fill in what you are expecting to spend, so you are aware when your cellphone provider is charging you extra fees or your electricity charges have gone up.
Track how much you are putting away for savings, investing and travel or a house deposit. Monitor how much is going to paying down debt.
Every swipe, tap and payment can be categorised. Use our smart transaction table to scroll your bank statement and allocate it with a simple drop down menu. Put your spend into groceries, entertainment, eating out, gifts, or more. All based on the categories you put in.
Get a visual overview of all areas of your finances at a glance, with automatically populated graphs, charts and tables.
See how you've done for the month, or how you're doing for the year. Sometimes you just want a quick visual to show you where your money is going.
Think of your Yearly Overview page as your financial headquarters. Automatically populated, this page shows you everything you need to know about how your yearly finances are going.
See breakdowns of each category of spend, in numbers and charts. You can view each month, or for the year as a whole. Did you meet your expected budget, or overspend? Exactly how much have you saved, invested and paid off debt.
For something so easy to fill in, it's amazing the depth of information this can provide to help you reach your money goals and further your financial future.
Find out how to use your Budget Tracker from me, Chris. As I take you through the budget tracker tool live and show you using the real thing how to populate and fill it in for the best results.
Just click the video to get started. (video 8 mins)
It doesn't stop there. Use our product forum to ask any questions, get help with using the product or to give us any feedback about how we can make it better.
See if your question has already been asked, or ask your own.
