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ChartSheets
ChartSheets

Budget planner template for Excel and Google Sheets using the 60/20/20 method. Helps organize finances into needs, wants, and savings. Includes video tutorial, step-by-step instructions, and editable templates. Compatible with various devices.

Features

60/20/20 Budget Method

Allows you to allocate your finances into three categories: Needs (60%), Wants (20%), and Savings (20%).

Customizable Percentages

You can customize the percentages for your goals, such as 70/20/10 or 50/30/20, or set any ratio as needed.

Automatic Calculations

Simply enter your transactions, and the spreadsheet calculates everything automatically.

Excel and Google Sheets Compatibility

The spreadsheet is available for both Excel and Google Sheets, and is compatible with MAC, PC, Phones, or Tablets.

Predefined Templates

Includes four spreadsheet templates: Simple Excel with mock data, Excel with empty data, Google Sheets with mock data, and Google Sheets with empty data.

Detailed Video Tutorial

Comes with a video tutorial on how to use the spreadsheet effectively.

Pricing Plans

60/20/20 Budget Planner

$13.99
per one-time purchase