The Family Budget Planner provides several tools to assess monthly spending. It includes a fully customizable spreadsheet to set an annual savings goal and track a full year's transactions against it. A summary dashboard determines if spending habits are on track or off track year-to-date (and by how much) to meet the annual goal. A monthly time series tracks net savings against planned savings month by month. Additionally, pie charts track expenses by categories, family members, and whether they are nice to have" or "must have." These tools collectively help in assessing spending month by month.
Need a budget the whole family can stick to? Use the fully customizable Family Budget Planner to set...
Download model