Personal Finance Planner
8 sheets. Income, expenses on the 50/30/20 rule, EMIs, insurance, investments and a month-by-month plan for your savings goal.
- Easy to use, type and it fills itself
- Opens in Microsoft Excel and Google Sheets
- Instant download after payment
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- Use in personal and client work
- Help on WhatsApp when you need it
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About this template
For a salaried person or a family that wants to know three things: where does the money go, are we safe and will we reach our savings goal.
- Income and expensesBudget against actual, line by line
- 50/30/20 checkNeeds, wants and savings where they should be
- Loans and EMIsEMI, interest left and a debt-to-income check
- InsuranceSays Enough or Low for your term cover
- InvestmentsGain, return and months of emergency fund
- Savings goalYour target and the SIP you need, month by month
Perfect for
- Salaried people
- Families
- First jobbers
- Couples
- Freelancers
Screenshots
Real sheets from the file. Tap one to see it big.
The questions it answers
- Where the salary goes, checked against the 50/30/20 rule
- Every EMI with the interest still left and whether the load is comfortable
- Whether your term cover is enough for your income
- How many months your emergency fund really covers
- A month-by-month path to the savings goal you set, marked Ahead or Behind
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