Smart Budget Analysis Spreadsheet

The Smart Budget Analysis Spreadsheet is a financial spreadsheet designed to give you a comprehensive overview of your finances, enabling you to make informed decisions and improve your financial health. With its intuitive layout and powerful analytical features, it allows you to track, categorize and understand your income, expenses and savings all in one tool. This holistic view helps identify spending patterns, optimize budgeting, and set realistic financial goals, ultimately guiding you towards greater financial freedom. By simplifying complex financial data into clear, practical insights, my goal for the Smart Budget Analysis Spreadsheet is to empower you to take control of your financial future with confidence!

Key Features:

• 12 Monthly Dashboards to get a zoomed-in view of your financial activity per month and gauge if you're on track to meet your goals
• 1 Full Year Dashboard to understand your financial activity and understand the movement over the whole year to see what you can adjust to better accomplish your financial goals
• 1 Year-over-Year Category tab with 5 dashboards to choose whichever reporting categories you're interested in seeing a breakdown of over the previous 3 years to see larger spending patterns
• Smart Categorization functionality to save you a lot of time in categorization, just set your rules up and the system will start auto-categorizing transactions for you
• Exclusion functionality to quickly remove a category from reporting to conduct what-if scenarios – helpful when trying to understand what spending adjustments are necessary to improve your financial health
• Sample Data spreadsheet to use as a reference to help you as you are filling in your own data