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budget planner guide
Welcome and thank you for ordering the Essentialbag budget planner!
To ensure a seamless experience and make setting up your new digital budget planner as easy as possible, please follow these streamlined steps.
Digital Budget Planner
1. Open and save file
Open the link to the budget planner, which will take you directly to the Google Sheets file. Click on the "File" tab at the top and select "Make a copy" . You can then save the file locally or in your own Google Drive and name it whatever you like. This way, you always have your personal budget planner to hand.
2. Personalize Categories
Click on the desired cell in the worksheet to edit it. In the formula row at the top you can enter your personal categories or entries and adjust the cells to suit your needs. This is a very easy way to personalize the budget planner.
3. Expand budget planner
To add a row, right-click on the row number on the left margin. Select "Insert Row Above" or "Insert Row Below". This is how you can expand your budget planner.
Record income & expenses
Select the relevant cell and enter your income or expenses in the formula line. For ongoing expenses, enter an "=" followed by the costs and extend them with a "+". This way you can accurately record all financial movements.
keeping an eye on finances
At the bottom of the document you will find the line "Monthly surplus". Here you can see at a glance whether you are in the black or in the red. A positive amount shows that you have spent less than you have earned - congratulations! A negative amount signals that you have spent more than you can afford. Now you can specifically look for potential savings and optimize your expenses.
The advantages at a glance
In today's fast-paced world, it's easy to lose track of your finances. We know that the thought of writing down every penny you spend can be overwhelming at first. But our budget planner is designed to be easy to follow. It offers clear, structured ways to document and analyze your finances. By tracking your income and expenses in detail, you can:
- Create transparency: See where your money is going and find savings potential.
- Optimize budgets: Adapt your budgets to your financial goals, be it for purchases, vacations or retirement planning.
- Achieve savings goals: Set clear savings goals and track your progress. The budget planner is your personal financial coach.
If you have any further questions, you will find answers in our FAQ section.
FAQ
Frequently Asked Questions & Answers
Since the budget planner is a digital product, delivery is instant. After purchase, you will receive a link via email that will give you direct access to the budget planner in Google Sheets. You can start planning and managing your finances right away, without having to wait for shipping.
You can easily open the digital budget planner via a link that we provide you after purchase. The planner is in a Google Sheets document that you can access from any device that has internet access.
To use the budget planner, you need a Google account. This allows you to save the document directly in Google Drive, edit it, and automatically save your changes.
In Google Sheets, you can decide who has access to your document. Under the menu item "Share" you can add users, set their access levels (e.g. editor or viewer) and, if desired, revoke access.
Yes, the budget planner is fully compatible with mobile devices. You can open and edit the document using the Google Sheets app, which is available for free on the Apple App Store and Google Play Store.
Your data in Budget Planner is protected by Google's advanced security technologies, including encryption in transit and at rest, as well as various security protocols that keep your information safe and private.
If you have any technical difficulties, you can contact Google Support directly or contact our customer service, who will be happy to help you.
Yes, the budget planner is fully customizable. You can add your own categories for income and expenses, change existing categories and adjust the layout of the document to suit your specific needs. This gives you maximum flexibility.
Need support?
CONTACT OUR FOUNDER
If you have any direct questions about the product, our managing director will be happy to help you. Do not hesitate to contact us directly:
Send us an email to: support@essentialbag.de
We are happy to help!