Sale
Product Specifications
- Pages
- 12
- Language
- English
- Format
- Automated Excel Workbook
- Access
- Lifetime Access · Re-downloads
- Audience
- Individuals, Freelancers & Households
- Publisher
- Borders & Gates (B&G)
- Pub. Date
- 2026
- File Type
- Digital (.xlsx / Excel)
Annual Budget Planner
Track, Automate, and Take Control of Your Money
Includes lifetime access & updates
The Annual Budget Planner is a premium, fully automated workbook that brings your complete financial picture into one connected system.
You enter your income, expenses, bills, and goals once into guided trackers. A central data model does the rest, updating your dashboard, KPIs, and net worth automatically, with no formulas to manage.
Across twelve connected worksheets, you track everything from subscriptions and credit cards to debt payoff and savings goals, all feeding one live executive dashboard.
“Because clarity is the first step to control.”
Complete financial clarity in one automated workbook.
Frequently Asked Questions
Everything you need to know about the product.
A premium, fully automated Excel workbook that brings your income, spending, bills, subscriptions, credit cards, debt, and savings into one connected system with a live dashboard.
Individuals, freelancers, and households who want complete visibility and control over their money — no spreadsheet skills required.
Income streams, expenses, bills, subscriptions, credit cards, debt payoff, savings goals, and net worth — across twelve connected worksheets.
Yes — you enter your data once and the dashboard, KPIs, charts, net worth, and savings rate all update automatically. There are no formulas to build or maintain.
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