Instructions:

Monthly/Yearly Budget Tracker

 Double click and select
a Start Date and End
Date from the Date
Picker

Enter a starting amount that you would like to

start the month with,

Enter 0.00 if you would like to budget solely on

your income.

Note: Your starting balance + your income amount will be used for budgeting. Please make sure
not to overbudget.
 Enter income subcategories Getting Started: Monthly Budget Tab and expected amount. The actual amount
will be automatically calculated when you enter it in the Transaction Log later.

Enter savings Enter Expense Enter Bills Enter Debt

subcategories and subcategories and subcategories and subcategories and
expected amount expected amount expected amount expected amount
here. here. here. here.
Note: Do not edit Note: Actual amount will be calculated automatically
colored cells. when you enter in your transaction log.
 Transaction Log
Here is where you will enter all your transactions including
Expenses, Debt, Bills, Savings and Income

Select a category and subcategory from

the drop-down list
Enter a date that is between the start and end
date you’ve set above
 Daily Budgeting

Plants will grow each day based on your

spending.

If your Expenses exceeds your daily budget, your

tree will wilt.
 Monthly Budgeting

After entering your transaction into the

Transaction Log, the actual amount are
calculated. here
Subscription Tracker Tab
 Subscription Tracker Tab
Note: Please do not edit highlighted areas

After setting the price for all your subscriptions,

the template will autocalculate the amount
needed by each month
As you check off the subscriptions that you have
paid, the template will auto-calculate the amount
paid.
Calendar Checklist Tab
Calendar Checklist Tab

Step 3: Double click and

select a Start Date for
your calendar here
 You are good to go!

If you have any questions, feel free to message us @

zordemtech@gmail.com