Ultimate Annual Budget Spreadsheet

Perfect in almost every way

The only thing I don't understand is why the date on the 'Month' tabs are month/day/year, when the other tabs are day/month year. It would help if there was a way to change the month tab to day/month/year as this is the way we write and read dates in the UK.

Perfect setup and use.

For my needs this application, in my case as Excel, is great. Once the Setup was done I could start my budget and continuously add on expenses, income etc etc. I did print the included instructions and found this intuitive.

Beautiful design and very complete — would love more customization

Hi there, Thank you so much for reaching out and for the chance to share feedback — I really appreciate it! 😊 I bought it because it seemed like the most complete option among the ones available, and it also has a lovely design, which is super important to me. That said, I do have a few suggestions that I think would make it even more efficient. In my case, I’d love to be able to edit the categories. For example, I’m currently using the “Subscriptions” category to separate my business expenses, so I can clearly distinguish household spending from my venture’s expenses. I was able to make it work this way, but ideally I’d like to have more than 50 rows available within each category, as it would help me organize the information more precisely. Is there any way to expand that? For the monthly summary, it would be really helpful if it were split into: expected income, expected expenses, and the difference between the two. And then below that, another line showing: income so far, expenses so far, and the difference. Does that make sense? The current summary feels a bit confusing to me. Also, the bank account totals aren’t matching exactly. I reviewed it several times, but I couldn’t get it to reconcile, so it’s not a number I feel I can fully rely on. It would also be great to be able to view the formulas in the cells, in case I want to tweak a formula and adapt it better to my needs. Again, the biggest improvement for me would be being able to add more rows so I can track income and expenses in more detail — otherwise I have to group items together, which isn’t ideal. On a positive note, the recurring, payments, and variable tabs are excellent — they work really well. Lastly, I think it would be great if, by default, the actual spending from the current month automatically carried over into the budget for the following month (with the option to manually edit that cell afterward). That said, I’ve already seen I can configure this myself. That’s everything from my side. Thanks again for checking in, and I’d love to hear if any of the above is possible! Best, Cecilia