The Annual Couples Budget Tracker

Lets take control of our household finances with the Annual Couples Budget Tracker for Excel!

We can't improve our financial picture until we understand where our money is going. But figuring out our finances can sometimes feel overwhelming. This is especially true when we are dealing with family finances in a dual income household. The need for transparency, accountability and working together to achieve common financial goals is extremely important. 

The Annual Couples Budget Tracker

The most powerful Excel Personal Budget template for couples. It doesn't get better than this. Whether you’re budgeting as a couple or managing family finances, this template helps you stay organized, stress-free, and confident about your money all year long. Set up a zero-based budget plan and each partner can track their money flows with ease. The budget dashboard will bring all your data together and enables the most insightful monitoring of your personal budget performance. 

Main Template Features:

Annual Budget:

• Zero-based budget planning
• Fully customizable income, savings, debt, essential expenses and non essential expenses categories
• Multi-month approach to set the right expectations for every single month, easy to set up recurring amounts as well as once off or annual amounts. 

Transactions Tracking:

• Each partner gets their own transactions tracker individual tab to enable tracking individually for each bank account 
• Smart table to assign all your money flows to your pre-defined categories
• Option to "shift" late monthly income and expenses to the next month- Very Important function if you earn income towards the end of the month e.g.: 23 or 25th of the month and you want all related expenses to be in a one month cycle. 

Annual Dashboard:

• Dynamic aggregation of all planned and tracked data
• Smart budget breakdown and chart visualizations
• Fully interactive for selecting different period and visualization views
• You can view your annual data or just for your current month or even previous months, you will always know exactly what happened 

State-of-the-Art Design

This template is created with a particular focus on a clean and modern design. Works with any currency. Start from any month & year — fully flexible setup. 

Secure Payment

The Excel files will be delivered to you as digital download. The whole transaction is securely processed within our online store.

Terms and Conditions

This is an instant download digital product. Once purchased, you’ll receive a digital template excel download. Due to the nature of digital products, all sales are final, and no refunds or exchanges will be issued.

This template is for personal use ONLY and may not be resold, distributed, or reproduced without the written consent of the author.

We have a dedicated customer service email helpdesk@greyridge.co.za for any help or issues you may encounter or for feedback or improvements you may want to give us. We are always happy to hear from you.