Description
Plan your monthly budget, track spending and follow your debt payoff progress with the Bosslady Budget & Debt Payoff Planner for Google Sheets.
Enter transactions once, and the linked workbook updates your budget actuals, debt balances and savings totals. The navy, beige and gold layout includes a blank template, a filled example and a simple buyer guide to help you get started.
WHAT YOU RECEIVE
One five-page PDF containing clickable access links and QR codes for:
– A blank Google Sheets planner to copy into your own Google account.
– A filled example with three months of fictional figures.
– Setup instructions, transaction explanations and troubleshooting guidance.
SEVEN CONNECTED TABS
Dashboard: compare planned and actual cash flow and see debt and savings totals.
Budget: plan income, everyday spending, debt payments and savings transfers across 12 months.
Transactions: record dates, types, categories, descriptions, amounts, reference IDs, needs/wants and payment methods.
Debt: track opening balances, actual interest and fees, new borrowing, credits, payments and remaining balances.
Bills: maintain a payment checklist for recurring bills and subscriptions.
Savings: record goals, opening savings, contributions, withdrawals and progress.
Start Here: follow the built-in instructions and category list.
INCLUDED CAPACITY
12 monthly budgets
1,000 transaction rows
10 debt accounts
10 savings goals
30 bills and subscriptions
HOW IT WORKS
1. Download the PDF after purchase.
2. Open the blank template link and sign in to Google.
3. Select Make a copy to create your own working planner.
4. Set your starting month, currency label and opening balances.
5. Add planned amounts and log transactions. Your linked totals update automatically.
PLEASE READ BEFORE BUYING
This is an English-language Google Sheets spreadsheet. A Google account and internet access are needed to open the files. A computer is recommended for setup.
The starting month is editable, so you can begin at any time. Enter all amounts in one currency; the currency label does not perform exchange conversion.
Transactions are entered manually. There is no bank connection. Everyday spending totals reflect cash and bank purchases less refunds. Credit card purchases are recorded as Debt charge, and cash repayments are recorded as Debt payment, to avoid double counting.
The debt tracker uses actual posted interest and fees. It does not predict a debt-free date or automatically allocate a snowball or avalanche repayment plan. Cash remaining is a cash-flow figure, not a bank balance.
Example figures are fictional. The downloaded PDF contains access links; the spreadsheet itself is copied into your Google account. No physical product is included.
For personal use. Please do not resell or redistribute the template or access links. For product support, use the Contact page on Lifestyle with Sherry.
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