[Template] Personal Finance Administration File. Fully organized 3 functions in one file!
📊 [Template] Personal Finance Administration File. Fully organized 3 functions in one file!
Change the messy finances to be exact with one template! 🚀
No need to press the calculator, no need to create a headache formula, just fill in the numbers, automatic instant calculation system with beautiful summary Dashboard, clearly see where the money is gone!
✅ 3 main features that help you get richer:
1️⃣ Financial Health Check
In-depth financial health analysis with automated computing system:
Income Proportion: Look at the proportion of income origin.
Saving Ratio: Percentage savings per income (know immediately if saving is enough!)
Expense Ratio: Summary of Expenditure to Revenue, for Spotted Expenditure Planning
2️⃣ 12-month transaction log page (Monthly Tracking)
Easy to write down, comfortable in the eyes, can handle all year:
Customizable Dropdown: Revenue-expenditure category, choose to change your name at will
Monthly Dashboard: Real-time Monthly Summary Graph. Fill in immediately. Running Graph!
3️⃣ Annual Summary Page
See the full-year financial overview on one page. For planning big goals:
Yearly Dashboard: Summary of Income-Expenditure, by Year-Round Category
Top Performance: That Automatic Retrieval System...
Which month is the highest income?
Which month uses the most money?
Which category did you lose the most money in?
✨ Why this template?
Easy to use: No foundation required, Excel / Google Sheets is fine.
Beautiful: Dashboard Clean, easy to look, clearly proportioned
Flexible: Customize the category yourself by lifestyle.
Worth: Buy once, use forever (next year, clear the original file, use again!)
🎁 What to get:
File [Google Sheets]
Introduction instruction manual (video)
🛒 How to Order:
Lemon8 Profile Store Coordinates
# Keep money # Revenue, expenditure # Financial planning # Free template
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