Budget Planner Screenshots


INCOME & EXPENSE INPUT
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Budget Planner Income & Expense

DESIGN:Fully automate budgeting process via the use of drop menus: 1) to select the frequency of the income or expense and 2) to select the start month and specially design intelligent Excel formulas.

RESULT: You don't need to input data into every cell, once selections are made and amounts is input, the budget spreadsheet populates automatically. You save time and effort.

 

12 MONTH BUDGET SUMMARY & REVIEW
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BudgetPlannerSummary

12 month summary of inflows, outflows and savings

DESIGN: The budget spreadsheet includes a 12 month budget summary page with major income and expenses categories listed for review.

RESULT: You're able to easily review all your budget data in summary format on a single page. If you're spending too much, simply go back make an adjustment and it will reflect in the summary automatically.

SPECIAL FEATURE: Incorporates current savings and projects total savings by month and at end of the budget period.

 

BUDGET GRAPHS & ANALYSIS
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BudgetPlannerGraphsIncludes fully integrated into budget spreadsheet

DESIGN: Graphs and analysis tools to help you review your budget, fully integrated into the budget spreadsheet.

RESULT: Graphs provide a great visual representation of your budget and actual data to help better manage the inflow and outflow of funds. Picture speaks a thousand words.

SPECIAL FEATURE: All graphs and analysis are linked to your data - as soon as you start recording actual data, the graphs will update automatically.

 

BUDGET TRACKER
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BudgetPlannerTracker

Budget Tracker to manage your expenses

DESIGN: Record actual income and expenditure by line item.

RESULT: The monthly BUDGET TRACKER allows users to input their spending and the see whether it's in line with budget or not.

SPECIAL FEATURE: colour of cell changes automatically after input - GREEN means you're ahead of budget (increasing your savings) and RED means you're behind budget. Includes automatic calculation to show over or under spend as a % to your budget.

 

PERSONAL FINANCE TOOLS
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BudgetPlannerToolsPersonal Finance Tools

DESIGN FEATURE: Specially designed personal finance tools to help get ahead of your debt.

RESULT: Mortgage Reduction Calculator and a Personal Debt Repayment Calculator to help illustrate how your savings can help you reduce your debts.

SPECIAL FEATURE:Fully automated personal finance tools provide a great insight into how a little bit each repayment against mortgage or personal loan goes a long way to reducing time and interest paid.