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Clarity – Budget Planner Excel Template with Live Dashboard, Debt Payoff, Savings Goals & Net Worth Tracker in .xlsx
All-in-one Excel budget planner: log transactions, plan monthly budgets, track savings goals, debts, subscriptions and net worth with 19 live charts and an automatic coach.
What you get: 1 file · 118.66 KB · XLSX
See purchase optionsProduct description
Know where your money goes, and make it go where you want. Clarity is a complete budget and personal finance planner built in Excel. Log your transactions once, and everything else updates automatically: budget vs actual, savings rate, trends, goals and more.
WHAT YOU GET
• Live Dashboard: 12 key numbers for the month you choose, 9 dynamic charts and an automatic "coach" that reads your data and tells you what to fix
• Transactions Log: 1,000 rows with dropdown menus for type, category and payment method
• Monthly Budget: plan every category for all 12 months, with actual spending and variance calculated automatically
• Year Overview: income, expenses, savings rate and balance month by month
• Savings Goals: target, progress, monthly contribution and estimated completion date
• Debt Payoff Planner: payoff date, total interest and snowball / avalanche order for up to 8 debts
• Subscriptions & Bills: every recurring cost, per month and per year
• Net Worth Tracker: assets minus liabilities, month by month
• Calculators: 50/30/20 rule, emergency fund, compound growth and the cost of a daily habit
BUILT-IN EDUCATION
• Money Playbook: 24 practical habits for budgeting, saving, debt, investing basics and daily money routines
• Glossary of 35 money terms explained simply
• Step-by-step "Start Here" guide: set up in about 10 minutes
WHY YOU'LL LIKE IT
• Clean, modern design that is easy to read
• Everything is customizable: rename categories, payment methods and goals
• Works with any currency and any country
• No macros, no add-ins, no subscription
FILE DETAILS
• Format: Excel (.xlsx), 15 sheets, 19 charts, 4,000+ formulas
• Compatible with Excel 2016, 2019, 2021 and Microsoft 365 (Windows and Mac)
• Includes a blank version and a demo version filled with 10 months of sample data
• Language: English
• Designed for Excel (charts and formatting may not display correctly in other spreadsheet apps)
LAUNCH PRICE: get it now before the price goes up.
This is a tracking and educational tool, not financial, tax or investment advice.
What you get
1 file · 118.66 KB
- Clarity_Budget_Planner.xlsxXLSX · 118.66 KB
Non-Fiction E-books
Clarity – Budget Planner Excel Template with Live Dashboard, Debt Payoff, Savings Goals & Net Worth Tracker in .xlsx
All-in-one Excel budget planner: log transactions, plan monthly budgets, track savings goals, debts, subscriptions and net worth with 19 live charts and an automatic coach.
Free demo, no purchase needed
Included in Getly ProGet Pro
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Frequently asked questions
Do I get access instantly?
Yes. This is a digital product - you can download it right after checkout, straight from your library.
Can I use it for commercial projects?
Yes. Commercial use is allowed: use it in your own business and in things you sell. You may not resell or redistribute the file itself.
What's your refund policy?
You can request a refund within 30 days. If something isn't right, request it from your order and the Getly team reviews it.
What file formats and sizes will I get?
You'll download 1 file - XLSX - 118.66 KB in total.
Do I get free updates?
Yes - when the seller ships a new version, you can re-download the latest files from your library at no extra cost. Check the changelog for recent updates.
Price
$4.00
