Monthly Expense Tracker with YTD Overview

Monthly Expense Tracker: Take Control of Your Finances

Transform your financial management with our comprehensive Monthly Expense Tracker. This powerful tool is designed to help you keep a close eye on your income, expenses, and savings, ensuring you stay on top of your financial goals month after month.

Key Features:

• Income Total: Easily track and summarize your total income for each month.
• Fixed and Variable Expenses: Break down your expenses into fixed (e.g., rent, utilities) and variable (e.g., dining out, entertainment) categories to get a clear picture of where your money is going.
• Debt Repayment: Monitor your debt payments and track your progress in reducing outstanding balances.
• Savings/Investments: Keep a record of your savings and investment contributions to ensure you're building wealth effectively.

Visual Insights:

• Year-to-Date Graphs: Benefit from graphical representations of your Year-To-Date (YTD) income, expenses, debt repayment, and savings/investments, giving you a visual overview of your financial trends.
• Monthly Pie Charts: View detailed pie charts for each month that illustrate the distribution of your spending, helping you understand and adjust your financial habits.

Reflect and Plan:

• Monthly Reflection Questions: At the end of each month, answer short reflection questions to assess your financial behaviour, identify areas for improvement, and set intentions for the upcoming month.

How It Works:

1. Purchase and Download: Simply hit "I want this" to initiate your purchase. You'll receive a downloadable Excel document.
2. Easy Integration: Upload the Excel file to Google Sheets for convenient online access and real-time editing.

Take control of your finances today with our Monthly Expense Tracker. Streamline your budgeting process, gain valuable insights, and stay focused on your financial goals. Don’t wait—start managing your money more effectively now!