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[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

5/3 Edited to

... Read moreจากประสบการณ์การบริหารการเงินส่วนบุคคลด้วยเทมเพลต Google Sheets ที่ใช้งานง่ายนี้ ผมพบว่าเครื่องมือที่มีการคำนวณอัตโนมัติและมี Dashboard สรุปผลแบบ Real-time ช่วยให้เห็นภาพรวมรายรับ รายจ่าย และเงินออมของตนเองได้ชัดเจนขึ้นอย่างมาก สิ่งที่สะดวก คือการที่สามารถปรับแต่งหมวดหมู่รายรับและรายจ่ายให้สอดคล้องกับไลฟ์สไตล์และความต้องการของแต่ละคนได้ตามใจชอบ ทำให้การบันทึกธุรกรรมรายเดือนทั้ง 12 เดือนไม่เป็นเรื่องน่าเบื่อและยุ่งยาก การดู Top Performance เพื่อระบุเดือนไหนที่รายได้สูงสุด หรือใช้จ่ายมากที่สุด รวมถึงหมวดหมู่ที่เสียเงินมากที่สุด เหมาะสำหรับคนที่ต้องการปรับปรุงพฤติกรรมการใช้จ่ายและตั้งเป้าหมายทางการเงินได้ตรงจุดมากขึ้น นอกจากนี้ การมองภาพรวมรายปีในที่เดียวช่วยสะท้อนให้เห็นแนวโน้มรายได้ทั้งปีกับค่าใช้จ่ายที่สอดคล้อง ทำให้วางแผนบรรลุเป้าหมายทางการเงินได้อย่างมีประสิทธิภาพกว่าเดิม โดยเฉพาะผู้ที่เพิ่งเริ่มหัดจัดการเงิน อาจไม่มีความเชี่ยวชาญ Excel มาก่อนก็สามารถใช้งานเทมเพลตนี้ได้สบาย ๆ เพราะมีคู่มือวิดีโอแนะนำการใช้งานเบื้องต้นที่ชัดเจน ผมแนะนำให้ทุกคนลองใช้เทมเพลตนี้ เพื่อเปลี่ยนวิธีการจัดการเงินที่ยุ่งเหยิงให้เป็นระบบระเบียบและเห็นผลจริง เพราะแค่บันทึกตัวเลข ก็สามารถติดตามสุขภาพการเงินของตัวเองได้ทันทีโดยไม่ต้องกังวลเรื่องสูตรคำนวณเลย

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