INSTRUCTIONS

To maximize the use of this template, please take the time to read through the instructions found in this sheet. Here, you will see t
different terminologies used in the template. If you have trouble accessing the template, please read through the guide on How to A
you have any questions or concerns, please just reach out to me on Etsy, and I will get back to you as soon as possible. Thank you
of your personal finance journey! I hope this template helps you reach your financial goals! Wishing you all the best! :)

HOW TO ACC
JUMP TO INSTRUCTIONS
a step-by-step guide on

MONTHLY BUDGET

SMART CALENDAR

SUBSCRIPTION TRACKER

FAQs

PLEASE NOTE

please keep this in mind when using the template

PLEASE DO NOT EDIT CELLS WITH A BACKGROUND COLOR

Any changes made to these cells will show a warning before allowing you to edit the cell. Please refrain from altering these
template.
Any changes made to these cells will show a warning before allowing you to edit the cell. Please refrain from altering these
template.

REMOVING THE PROTECTION ON THE TABS

If you want to get rid of the sheet protection, please go to Review > Unprotect Sheet. No password is needed to unpro
this, however! Altering or removing formulas in the spreadsheet will change how it works.

BUDGETING FOR THE NEXT MONTH

Simply duplicate the Monthly Budget tab by right-clicking on the tab name and selecting Move or Copy. In the pop-up
copy. Delete the previous month's transactions and customize your categories and budget if n

MONTHLY BUDGET TAB

the main tab of the spreadsheet - you can use this tab only and ignore the rest!

STEP 1. SELECT THE MONTH FROM

Click on the month name and select the month yo
dropdown menu.
STEP 2. SET THE CURRENCY OF TH
Just below the month name, you may enter your
of the entire template. By default, the template's

You may also copy one of the symbols here and

change the currency: £ € ¥ ₱ ฿ ₩ ₹ ₫ ₺

STEP 3. ENTER YOUR ROLLOVER A

If you have any amounts leftover from your prev
the Cash Flow Summary table. This would auto
for the current month's budget.

STEP 4. CUSTOMIZE YOUR CATEGO

Under each of the Summary tables (Income, Exp
Investments), you may customize your categories
template already includes the most common cate
enter in your own custom categories.

STEP 5. ENTER YOUR BUDGET FOR

Under the Expected column of each Summary ta
can also be referred to as your budget.

Income Example
You expect to receive a total of $3,000 for Paych
under the Expected column for the category "Pay

Expense Example
You are allotting $500 for Groceries this month.
column for the category "Groceries."

Debt Example
You are expecting to pay $300 for your Personal
the Expected column for the category "Personal L
 Expense Example
You are allotting $500 for Groceries this month.
column for the category "Groceries."

Debt Example
You are expecting to pay $300 for your Personal
the Expected column for the category "Personal L

STEP 6. RECORD YOUR ACTUAL TR

Scroll to the bottom of the Monthly Budget ta
where you record all your Actual income, expen
investments. All transactions entered into this tab
Actual column of the respective Summary tables
populate to the Actual column of the Expense Su

The required fields when entering transactions a

1. Transaction (Income, Expense, Debt, Bill, Sa
2. Category
3. Amount

YOU MAY ALSO COPY & PASTE TRAN

STATEMEN
TO LEARN HOW TO IMPORT CSV FILE
SECTION

DIFFERENT TRANSACTION TYPES

INCOME

Income can be summarized with the plus (+) sign. Any amount of money that goes into your accounts can b
This would include your paycheck, commissions, side hustle income, dividends, interest income, bonu

EXPENSES

Expenses can be summarized with the minus (-) sign. Any amount of money that reduces your accounts can be
However, in this template, expenses would be anything that goes out of your accounts with the exc
Expenses in this template would include your food, groceries, transportation, personal care, pet, travel, an
 BILLS

Bills, in this template, can be categorized as recurring expenses that would have repercussions if no
Some examples of bills include electricity, water, gas, rent, and mobile plans. Please note, however, th
credit card statements are not considered as bills. This is because credit cards are used to pay
which would have already been logged as a transaction. Including credit card payments as a bill would re

DEBT
Debt is anything that you owe to another. Common forms of debt include student loans, car loans, mortgag

SAVINGS

Savings are money that is set aside for a future purpose. People usually save up for vacations, a new phon
costs, downpayments, emergency funds, real estate investments, and even retiremen

INVESTMENTS

Investments are assets you acquire to build wealth. The purpose of having investments is to have an additi
or to gain from its sale in the future. Some examples of investments would include stocks, cryptocurrency, mut
In this template, investments are assets that can be purchased repeatedly and periodica

STEP 7. SET BILL & DEBT DUE DATE

Once you've customized your bill and debt categ
date. Enter the DAY NUMBER under the Due c

For example, if a bill is due on the 15th, please o

THE DATA IN THIS TABLE IS THE

SHOWN IN THE SMAR

STEP 8. TRACK YOUR PAYMENTS

You may use the Monthly Budget tab to keep tra
or debt. To do this, just tick on the checkbox bes
 You may use the Monthly Budget tab to keep tra
or debt. To do this, just tick on the checkbox bes

GO BACK TO TOP

SMART CALENDAR TAB (optional)

see your payment due dates each month

STEP 1. CONFIGURE THE MONTH A

To start using your calendar, select the month fro
the year. See the calendar automatically adjust to

STEP 2. SET WHICH TAB TO GET CA

Enter in the name of the tab you'd like to draw du
the Sheet Name field. By default, it is set to "Mo
monthly budget tab is "Monthly Budget."

If you renamed the Monthly Budget tab to "Ja

Please enter "January" in the Sheet Name field to

If you duplicated the "January" tab for Febru

"February"
Please enter "February" in the Sheet Name field t
"February" tab.

STEP 3. SET YOUR CALENDAR STAR

Just below the Sheet Name field, select how you'
available are Sunday and Monday starts.
 STEP 4. SET YOUR PAYCHECK DAT
If you would like to see your paydays in the Sma
the Pay Dates table.

If you're receiving your paycheck on the 15th of

"15 Jan 2023" in the Date column.

You may enter up to 5 paychecks.

STEP 5. SEE YOUR CALENDAR ENTR

Based on the Due Dates you have entered in the M
and debt will automatically populate in the Smar

TO UPDATE YOUR CALENDAR, PLEAS

SUMMARY & BILL SUMMARY TABLES
UNDER THE DUE

GO BACK TO TOP

SUBSCRIPTION TRACKER TAB (optional)

track your monthly, quarterly, and annual subscriptions

 STEP 1. CUSTOMIZE YOUR SUBSCR
Under the Category column of the Subscription
your subscription categories. These are the categ
menu under the Subscription Tracker table's Cate

The Monthly Price in the Subscription Overview

on the amounts you have entered in the Subscrip

STEP 2. ENTER YOUR SUBSCRIPTIO

To fill out the Subscription Tracker table, enter y
Category, Billing, Auto Renew, Renewal Date, a

The Price column is the amount you pay for the s

information you have entered and the Price, the t
Monthly and Annual costs of your subscriptions.

THE SUBSCRIPTION TRACKER IS AN INDEPENDENT TAB THAT IS NOT CONNECTED TO OTHER TAB
YOU HAVE PAID OFF A SUBSCRIPTION, PLEASE MAKE SURE TO ENTER IT SEPARATELY AS A BILL IN

GO BACK TO TOP
 FREQUENTLY ASKED QUESTIONS

see if any of your questions are answered here!

1. I CAN'T EDIT ANY OF THE CELLS. I KEEP GETTING A POP-UP MESSAGE. IS THIS NORMAL?
Yes, this is completely normal! The protection on the sheet is to prevent cells with formulas from being edited accidentally.
you're supposed to edit. As a general rule, only edit the cells with a plain white background. Cells with a colored backgrou
shouldn't be edited!

If you want to get rid of this feature, please go to Review > Unprotect Sheet. No password is needed to unprotect the sheet
Altering or removing formulas in the spreadsheet will change how it works!

2. CAN I ADD MORE TRANSACTIONS ROWS?

Yes, you definitely can! To do this, first unprotect the Monthly Budget tab by going to Review > Unprotect Sheet. Next, ple
Monthly Budget tab and select an entire row near the end of the table and right-click on your mouse to select Insert. You ca
process to speed up the process.

If you encounter any difficulties with this, please just reach out to me on Etsy, and I'll be glad to do it for you!

3. CAN I ADD MORE CATEGORIES TO THE SETUP TAB?

Yes, you can definitely add more categories to the spreadsheet! However, doing so will entail altering the formulas, so pleas
gladly add more rows for you!

TROUBLESHOOTING THE SPREADSHEET

here are some common concerns about the template

 CONCERN: THE CATEGORIES ARE N
This usually happens when the dropdown menu i
scrolling to the top and see if the categories appe

If it still does not appear, please check the Sampl

there as well. If so, please reach out to me on Ets

IMPORT TRANSACTIONS FROM A CSV FILE

extract your transactions from your bank statements instead of manually entering da

STEP 1. CREATE A NEW WORKBOO

Go to File > New and a blank workbook will app

STEP 2. SELECT YOUR CSV FILE

On the Data tab, click on Get External Data and s
csv file and click on Import. Another pop-up win
On the Data tab, click on Get External Data and s
csv file and click on Import. Another pop-up win

STEP 3. CONFIGURE YOUR CSV FIL

a.. Select Delimited in the options and click on N

b. Choose the delimiter used in your data. In a cs

check the preview to see if the data is showing up
Next.

c. Select General and click on Finish.

STEP 4. CHOOSE WHERE TO PUT YO

You can choose to put your data in an existing sh
placing it in a new sheet!

STEP 5. COPY YOUR DATA TO THE

Choose the columns you would like to copy to yo
shortcut Ctrl + C (Windows) or Cmd + C (Mac)
budget spreadsheet and paste the data by right-cl
Paste Special > Values only (Important!)

Repeat with all other columns and you're done!

 STILL HAVE A QUESTION?

Please just leave me a message on Etsy! I will get back to you within 24 hours!

GO BACK TO TOP
 THE WEEKLY CREW
theweeklycrew.etsy.com
ons found in this sheet. Here, you will see the function of each tab and learn more about the
e, please read through the guide on How to Access the Template and follow the steps. If
back to you as soon as possible. Thank you so much for including The Weekly Crew as part
oals! Wishing you all the best! :)

HOW TO ACCESS THE TEMPLATE

a step-by-step guide on how to access & edit the template

IMPORTANT!
If you have yet to install the fonts, please go to the folder \ 03 - MS
Excel \ Install Fonts. Please quit Microsoft Excel and re-open the
program after installation.

STEP 1
Double-click on EACH FONT FILE.

STEP 2
Click on INSTALL.

ASE NOTE

nd when using the template

it the cell. Please refrain from altering these cells to avoid inaccuracies in the
it the cell. Please refrain from altering these cells to avoid inaccuracies in the

ect Sheet. No password is needed to unprotect the sheet. I highly advise against
w it works.

OR THE NEXT MONTH

and selecting Move or Copy. In the pop-up window, make sure to check Create a
nd customize your categories and budget if necessary!

Y BUDGET TAB

u can use this tab only and ignore the rest!

P 1. SELECT THE MONTH FROM THE DROPDOWN

on the month name and select the month you are budgeting for through the
down menu.
P 2. SET THE CURRENCY OF THE ENTIRE TEMPLATE
below the month name, you may enter your currency symbol to change the currency
e entire template. By default, the template's currency is set to dollar.

may also copy one of the symbols here and double-click on the currency field to
ge the currency: £ € ¥ ₱ ฿ ₩ ₹ ₫ ₺

P 3. ENTER YOUR ROLLOVER AMOUNT (optional)

u have any amounts leftover from your previous month's budget, you may enter it in
ash Flow Summary table. This would automatically include the rollover amount
e current month's budget.

P 4. CUSTOMIZE YOUR CATEGORIES

r each of the Summary tables (Income, Expense, Debt, Bills, Savings, and
tments), you may customize your categories under the Category column. The
late already includes the most common categories, but you may delete these and
in your own custom categories.

P 5. ENTER YOUR BUDGET FOR EACH CATEGORY

r the Expected column of each Summary table, enter in your expected amount. This
lso be referred to as your budget.

me Example
expect to receive a total of $3,000 for Paychecks this month. Write down $3,000
r the Expected column for the category "Paychecks."

nse Example
are allotting $500 for Groceries this month. Enter in $500 under the Expected
mn for the category "Groceries."

Example
are expecting to pay $300 for your Personal Loan this month. Enter in $300 under
xpected column for the category "Personal Loan."
 nse Example
are allotting $500 for Groceries this month. Enter in $500 under the Expected
mn for the category "Groceries."

Example
are expecting to pay $300 for your Personal Loan this month. Enter in $300 under
xpected column for the category "Personal Loan."

P 6. RECORD YOUR ACTUAL TRANSACTIONS

l to the bottom of the Monthly Budget tab to locate the Transactions List. This is
e you record all your Actual income, expenses, bills, debt payments, savings, and
tments. All transactions entered into this table will automatically be added to the
al column of the respective Summary tables (i.e. All Expense Transactions will auto-
late to the Actual column of the Expense Summary table).

required fields when entering transactions are:

ransaction (Income, Expense, Debt, Bill, Savings, or Investment)
ategory
mount

OU MAY ALSO COPY & PASTE TRANSACTIONS FROM YOUR BANK

STATEMENTS.
LEARN HOW TO IMPORT CSV FILES, PLEASE REFER TO THE FAQS
SECTION.

ANSACTION TYPES

COME

of money that goes into your accounts can be considered as income.

le income, dividends, interest income, bonuses, and allowances.

PENSES

of money that reduces your accounts can be considered as an expense.

g that goes out of your accounts with the exception of bills.
, transportation, personal care, pet, travel, and social life expenses.
 ILLS

expenses that would have repercussions if not paid on time.

, and mobile plans. Please note, however, that in this template,
This is because credit cards are used to pay expenses
uding credit card payments as a bill would result in a double entry.

DEBT
ebt include student loans, car loans, mortgages, and credit card debt.

VINGS

ple usually save up for vacations, a new phone, home maintenance

, real estate investments, and even retirement.

STMENTS

se of having investments is to have an additional source of income

s would include stocks, cryptocurrency, mutual funds, and index funds.
t can be purchased repeatedly and periodically.

P 7. SET BILL & DEBT DUE DATES FOR THE SMART CALENDAR (optional)
you've customized your bill and debt categories, you may set up each one's due
Enter the DAY NUMBER under the Due column.

xample, if a bill is due on the 15th, please only write "15" in the Due column.

THE DATA IN THIS TABLE IS THE BASIS FOR BILLS & DEBT
SHOWN IN THE SMART CALENDAR.

P 8. TRACK YOUR PAYMENTS

may use the Monthly Budget tab to keep track of when you've paid a particular bill
bt. To do this, just tick on the checkbox beside the Category Name.
may use the Monthly Budget tab to keep track of when you've paid a particular bill
bt. To do this, just tick on the checkbox beside the Category Name.

NDAR TAB (optional)

t due dates each month

P 1. CONFIGURE THE MONTH AND YEAR

art using your calendar, select the month from the dropdown menu. Next, enter in
ear. See the calendar automatically adjust to your set month and year.

P 2. SET WHICH TAB TO GET CALENDAR ENTRIES

in the name of the tab you'd like to draw due dates for the calendar entries through
heet Name field. By default, it is set to "Monthly Budget" as the name of the
hly budget tab is "Monthly Budget."

u renamed the Monthly Budget tab to "January"

e enter "January" in the Sheet Name field to see bills & debt from the January tab.

u duplicated the "January" tab for February, and renamed the new tab to
ruary"
e enter "February" in the Sheet Name field to see bills & debt payments from the
ruary" tab.

P 3. SET YOUR CALENDAR START

below the Sheet Name field, select how you'd like your calendar to start. The options
able are Sunday and Monday starts.
P 4. SET YOUR PAYCHECK DATES
u would like to see your paydays in the Smart Calendar, please enter the Date under
ay Dates table.

u're receiving your paycheck on the 15th of January 2023, for example, please enter
an 2023" in the Date column.

may enter up to 5 paychecks.

P 5. SEE YOUR CALENDAR ENTRIES AUTO-POPULATE

d on the Due Dates you have entered in the Monthly Budget tab, your paydays, bills,
ebt will automatically populate in the Smart Calendar.

O UPDATE YOUR CALENDAR, PLEASE GO TO THE DEBT PAYMENT

MMARY & BILL SUMMARY TABLES OF THE MONTHLY BUDGET TAB
UNDER THE DUE COLUMN.

RACKER TAB (optional)

rterly, and annual subscriptions

P 1. CUSTOMIZE YOUR SUBSCRIPTION CATEGORIES
r the Category column of the Subscription Overview table, you may customize
subscription categories. These are the categories you will have in the dropdown
under the Subscription Tracker table's Category column.

Monthly Price in the Subscription Overview table is automatically calculated based

e amounts you have entered in the Subscription Tracker.

P 2. ENTER YOUR SUBSCRIPTION INFORMATION

ll out the Subscription Tracker table, enter your information in the Subscription,
gory, Billing, Auto Renew, Renewal Date, and Price columns.

Price column is the amount you pay for the subscription. Based on the Billing
mation you have entered and the Price, the template will automatically calculate the
hly and Annual costs of your subscriptions.

IS NOT CONNECTED TO OTHER TABS OF THE SPREADSHEET. ONCE

ENTER IT SEPARATELY AS A BILL IN THE MONTHLY BUDGET TAB.
ASKED QUESTIONS

uestions are answered here!

SSAGE. IS THIS NORMAL?

ith formulas from being edited accidentally. However, I've put exceptions on cells
background. Cells with a colored background would have formulas in them and

o password is needed to unprotect the sheet. I highly advise against this, however!

oing to Review > Unprotect Sheet. Next, please go to the Transactions List in the
click on your mouse to select Insert. You can select multiple rows and repeat the

nd I'll be glad to do it for you!

so will entail altering the formulas, so please leave me a message on Etsy! I'll

ING THE SPREADSHEET

n concerns about the template

NCERN: THE CATEGORIES ARE NOT SHOWING IN THE DROPDOWN
usually happens when the dropdown menu is not scrolled to the top. Please try
ing to the top and see if the categories appear.

till does not appear, please check the Sample Spreadsheet and see if the issue occurs
as well. If so, please reach out to me on Etsy, and I'll make sure to sort things out!

TIONS FROM A CSV FILE

k statements instead of manually entering data

P 1. CREATE A NEW WORKBOOK

o File > New and a blank workbook will appear.

P 2. SELECT YOUR CSV FILE

he Data tab, click on Get External Data and select From Text. From there, select your
le and click on Import. Another pop-up window will appear.
he Data tab, click on Get External Data and select From Text. From there, select your
le and click on Import. Another pop-up window will appear.

P 3. CONFIGURE YOUR CSV FILE

lect Delimited in the options and click on Next.

oose the delimiter used in your data. In a csv file, this is typically a Comma. Please
k the preview to see if the data is showing up correctly. After checking, click on
.

ect General and click on Finish.

P 4. CHOOSE WHERE TO PUT YOUR DATA

can choose to put your data in an existing sheet or in a new sheet. I would suggest
ng it in a new sheet!

P 5. COPY YOUR DATA TO THE SPREADSHEET

se the columns you would like to copy to your spreadsheet and use the keyboard
cut Ctrl + C (Windows) or Cmd + C (Mac) to copy the data. From there, go to your
et spreadsheet and paste the data by right-clicking on the first cell and selecting
e Special > Values only (Important!)

at with all other columns and you're done!

E A QUESTION?

tsy! I will get back to you within 24 hours!

 JANUARY
MONTHLY BUDGET DASHBOARD INCOME

0.00
SET CURRENCY FOR THE SHEET HERE → $

PLEASE DO NOT EDIT CELLS WITH A COLORED BACKGROUND

CASH FLOW SUMMARY I NCOME BREAKD

Actual Expected
Paycheck Bu
Dividends In
Total Income

Expenses

Bills

Debt

Savings

Investments

CASH FLOW SUMMARY INCOME SUMMARY

CATEGORY EXPECTED ACTUAL CATEGORY EXPECTED

+ Rollover $ $ Paycheck $

+ Total Income $ - $ - Business $

- Expenses $ - $ - Side Hustle $

- Bills $ - $ - Dividends $

- Debt $ - $ - Interest Income $

- Savings $ - $ - Commission $

- Investments $ - $ - $

TOTAL LEFTOVER $ - $ - $

AMOUNT LEFT TO SPEND $

 $

0.00 $

$
O N T R A C K
$

$
FINANCIAL OVERVIEW
$

CATEGORY AMOUNT $

+ Total Income $ - $

- Expenses $ - $

- Bills $ - $

TOTAL $ - $

SMART CALENDAR $

SUBSCRIPTION TRACKER TOTAL INCOME $

EXPENSE SUMMARY
WHERE MY MONEY WENT
CATEGORY EXPECTED

Food $

Social Life $

Transportation $

Household $

Apparel $

Beauty $

Health $

Education $

Gift $
WHERE MY MONEY WENT
Pet $
 CATEGORY AMOUNT PERCENTAGE Self-development $

1 $ - $

2 $ - $

3 $ - $

4 $ - $

5 $ - $

6 $ - $

7 $ - $

8 $ - $

9 $ - $

10 $ - $

11 $ - $

12 $ - $

13 $ - $

14 $ - $

15 $ - $

16 $ - $

17 $ - $

18 $ - $

19 $ - $

20 $ - TOTAL EXPENSES $

TRANSA

DATE TRANSACTION CATEGORY AMOUNT

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
$

$
 INCOME EXPENSES BILLS

0.00 0.00 0.00

I NCOME BREAKDOWN EXPENSE BREAKDOWN

Paycheck Business Side Hustle Food Social Life Transp

Dividends Interest Income Commission Household Apparel Beauty
Health Education Gift
Pet Self-development

INCOME SUMMARY DEBT PAYMENTS TRACKER

EXPECTED ACTUAL PROGRESS CATEGORY DUE EXPECTED ACTUAL

$ #N/A ✓ Student Loans 15 $ $

$ #N/A Mortgage 25 $ $

$ #N/A Car Payments $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $
 $ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

- $ - TOTAL DEBT PAYMENTS $ - $

EXPENSE SUMMARY BILL TRACKER

EXPECTED ACTUAL PROGRESS CATEGORY DUE EXPECTED ACTUAL

$ #N/A ✓ Internet 8 $ $

$ #N/A Electricity 15 $ $

$ #N/A Water $ $

$ #N/A Mobile $ $

$ #N/A Life Insurance $ $

$ #N/A Health Insurance $ $

$ #N/A City Garbage $ $

$ #N/A Gas $ $

$ #N/A $ $

$ #N/A $ $
 $ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

$ #N/A $ $

- $ - TOTAL BILLS $ - $

TRANSACTIONS LIST

AMOUNT DESCRIPTION
 BILLS TOTAL

0.00 0.00

REAKDOWN ACTUAL ALLOCATION SUMMARY

Social Life Transportation

ld Apparel Beauty
Education Gift
Expenses
Self-development
Bills
Debt
Savings
Investments

TS TRACKER SAVINGS TRACKER

ACTUAL PROGRESS CATEGORY EXPECTED ACTUAL PROGRESS

- ✓ Travel Fund $ $ -

- Wedding Fund $ $ -

- Car Fund $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -
 - $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- TOTAL SAVINGS $ - $ -

ACKER INVESTMENTS TRACKER

ACTUAL PROGRESS CATEGORY EXPECTED ACTUAL PROGRESS

- ✓ Stocks $ $ -

- Mutual Funds $ $ -

- Cryptocurrency $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -
- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- $ $ -

- TOTAL INVESTMENTS $ - $ -

THIS MONTH'S MONEY GOALS

TO DO LIST

✓
NOTES
 ###

###

###

###

###

###

###

###

###

###

###
penses
ls ###
ebt
###
avings
vestments ###

###

###

###

###

###

###

###

###

###

###

###

###

###

###

###

###

###

###
SMART CALENDAR
1 2 3

Jan 2023
SUNDAY MONDAY TUESDAY

1 2 3

8 9 10

15 16 17

22 23 24
 29 30 31
PAYDAY

PAYDAY PAYDAY PAYDAY

PAYDAY PAYDAY PAYDAY

PAYDAY PAYDAY PAYDAY

PAYDAY PAYDAY PAYDAY

PAYDAY PAYDAY PAYDAY

 4 5 6 7

Jan 2023
WEDNESDAY THURSDAY FRIDAY SATURDAY

4 5 6 7

11 12 13 14

18 19 20 21

25 26 27 28

PAYDAY
PAYDAY PAYDAY PAYDAY PAYDAY

PAYDAY PAYDAY PAYDAY PAYDAY

PAYDAY PAYDAY PAYDAY PAYDAY

PAYDAY PAYDAY PAYDAY PAYDAY

PAYDAY PAYDAY PAYDAY PAYDAY

PAYDAY PAYDAY PAYDAY PAYDAY

PAYDAY PAYDAY PAYDAY PAYDAY

 TODAY'S DATE

08 Apr 2023

MONTH Jan Jan Jan

YEAR 2023 Feb Feb

Mar Mar

SHEET NAME Monthly Budget Apr Apr

CALENDAR START Sunday May May

Jun Jun

Jul Jul
PAY DATES
Aug Aug

CATEGORY DATES Sep Sep

Payday 1 13 Jan 2023 Oct Oct

Payday 2 27 Jan 2023 Nov Nov

Payday 3 Dec Dec

Payday 4

Payday 5

CALENDAR ENTRIES

CATEGORY DUE DATE

Student Loans 15

Mortgage 25

Car Payments
Internet 8

Electricity 15

Water

Mobile

Life Insurance

Health Insurance

City Garbage

Gas
SUBSCRIPTION TRACKER

MONTHLY SUBSCRIPTIONS

SUBSCRIPTION
14.00
Netflix

SUBSCRIPTION OVERVIEW

CATEGORY MONTHLY PRICE

Entertainment $ 14.00

Productivity $ -

Self-development $ -

Side Projects $ -

Health & Beauty $ -

Shopping $ -

Food $ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -
 $ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

$ -

TOTAL SUBSCRIPTIONS $ 14.00

 SUBSCRIPTION TRACKER

CATEGORY BILLING AUTO RENEW RENEWAL DATE PRICE MONTHLY PRICE

Entertainment Monthly ✓ $ 14.00 $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $
 $ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

TOTAL $ 14.00 $
MONTHLY PRICE ANNUAL PRICE NOTES

14.00 $ 168.00

$
 $

14.00 $ 168.00