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Borders & Gates
Annual Budget Planner
Finance Tool

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)
Automated Excel Workbook12 Worksheets6 KPIs3 Auto-updating ChartsExcel + Google SheetsLifetime Access

Annual Budget Planner

Track, Automate, and Take Control of Your Money

4.9(0 reviews)Borders & Gates (B&G)
$49$60

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.

Comments & Reviews

4.9(0 reviews)

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