Subscription & Budget Tracker
템플릿 설명
Managing your finances can be a daunting task, but with this comprehensive Subscription & Budget Tracker template, it becomes a breeze. Designed for simplicity and functionality, this template empowers you to take control of your expenses with ease. Whether you’re an individual or managing a household, this tool provides the clarity and automation you need to stay on top of your financial goals.
• Masterview: Recurring Costs •
- Comprehensive database for managing all recurring expenses.
- Includes properties such as Name, Type (e.g., Banking, Insurance, ...), Domain (Finance, Transportation, etc.), Frequency and Payment amount
- Automatic calculations convert yearly costs into monthly equivalents for better planning.
- Streamlined interface for sorting and filtering by type, domain, or frequency.
• Cost Domains: Budget Tracker •
- Tracks expenses across customizable domains (e.g., Sports, Medical, Transportation).
- Includes fields for Suggested Budget, Actual Budget, Spent This Month and Left This Month.
- Automated percentage bars show spending progress relative to budget limits.
- "Left This Month" dynamically calculates overspending or remaining budget.
- Centralized summary to visualize total budgets and current expenses.
• Key Features •
- Customizability: Adjust categories, domains, and budgets to fit personal or family needs.
- Automation: Formula-based calculations for monthly breakdowns and progress bars.
- Visual Indicators: Clear visuals highlight spending trends and overspending risks.
- Scalability: Supports both individual and household financial tracking.
• Usage Scenarios •
- Perfect for tracking subscriptions like streaming services, gym memberships, and insurance policies.
- Ideal for visualizing category-specific spending such as groceries, entertainment, and medical expenses.
- Great for setting and sticking to monthly or yearly financial goals.
• How to Use •
- Populate the "Recurring Costs" database with your expenses.
- Define Type, Domain, and Frequency for each entry.
- Add Payment amounts to calculate per-month costs.
- Check the "Budget Tracker" to see your spending progress.
- Set suggested budgets for each domain.
- Compare Actual Budget vs. Spent This Month for insights.
- Use the visual indicators to adjust spending or reallocate budgets where needed.
- Regularly update the template to keep your finances accurate and actionable.
