Basic Budgeting Template

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$25 usd

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Are you ready to take your finances seriously and start your financial journey? 

You need a budget!! And this Basic Budget Template is your simple tool to start: 
  • Tracking your expenses
  • Setting your financial goals 
  • Creating your first budget
  • Measuring your financial progress

And begin feeling financially confident in your life and your future!

Start your financial journey with a simple budget tracker

FOLLOW ALONG TO Create your first budget 

Confusing charts and graphs no more! As you input your data, you will see simple breakouts and insights that showcase how you're using your money so you can make smart financial decisions!

CLEAR INSIGHTS

This template includes my signature BYB tracking logs. With this format, you can easily track your expenses and goals, and your data will auto-populate across the entire tool. 

SIMPLE TRACKING

All of the Break Your Budget financial templates are completely customizable. You can choose which categories you track, which financial goals you set, and what your spend/save targets are. 

CUSTOMIZABLE 


WHAT MAKES THIS TEMPLATE DIFFERENT? 

The Personal Finance Dashboard is my bigger, more comprehensive budgeting tool! It is distinctly different than this Basic Budgeting Template.

If you are looking for the PFD, you can find more information about it HERE. 

*THIS TEMPLATE IS NOT THE PERSONAL FINANCE DASHBOARD*

CUSTOMIZABLE CATEGORIES
All BYB templates are customizable, so regardless of age, income, or location, you can track and measure (within the parameters) whatever you'd like! Plus, this template is dynamic, so you can use it year-over-year. 

ANNUAL INSIGHTS
Utilize the Annual Insights tab to see your YTD progress by income, spending, and goal. As you input your data, this tab will automatically collect your information on a year-to-date basis. 

MONTHLY BUDGET
Create and manage your monthly budget with a dedicated tab for each month of the year. Designed to be easy to use and gather insights of your spending and saving!

key features of the basic budgeting template

HERE's what to expect

The Basic Budgeting Template is a non-refundable product. Please be sure to review all media assets and FAQs before you purchase. No exceptions. 

$25 USD

BUY

Get instant access to the Basic Budgeting Template + plus gain access to all future updates for free!

Basic Budgeting Template

Ready to Take Your Financial Power Back?

buy now

How do I access the template?
Once you purchase the BBT, you will gain access to your Teachable portal. Inside, you will be able to download the template and access the set-up videos and tutorials.

Do I have to have Excel to use the BBT?
Nope! The downloadable file is a .xlsx file, meaning you can use it in Excel if you'd like. You can also use it in Google Sheets and there are directions on how to do this! I use it in Google Sheets.

Do I need to re-purchase the template each year?
Nope! The BBT is a one-time purchase and is designed to be dynamic, so each year you can re-use the template. You also get access to all updates to the template for free!

Can couples use this template?
Yes! You can use the BBT as a couples finance spreadsheet, or for your family budget. 

I'm not from the United States - can I still use the BBT?
Of course! There are directions inside on how to change the currency and formatting based on your currency and preference.

Let's make sure no stone is left unturned.

FREQUENTLY ASKED QUESTIONS

The Basic Budgeting Template is a non-refundable product. Please be sure to review all media assets and FAQs before you purchase. No exceptions. 

$25 USD

BUY

Get instant access to the Basic Budgeting Template + plus gain access to all future updates for free!

Basic Budgeting Template

Ready to Take Your Financial Power Back?

buy now