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$20.00
Financial Planner & Tracker | Personal
$25.00
A life-changing finance tracker with a minimalist design that drives meaningful results.
In stock
Description
Take control of your finances with the Financial Planner & Tracker, a unique digital spreadsheet designed to boost your confidence with money. Seamlessly plan, budget, track, and reflect on your finances all in one place. With the convenience of entering transactions from your phone via Google Forms, your data will automatically sync to your Google Sheets, making it easy to stay on top of your spending.
This tracker is built to help you move closer to your financial goals month by month, and for years to come.
Items included:
- Finance tracker template with a monthly and yearly overview (Google Sheets)
- Transaction entry form (Google Form)
- Instructions guide (written and video format)
- BONUS – Financial Hub (Google Sheets)
Shipping & Returns
Shipping & Returns
This is a digital product, no physical product will be shipped. Due to the digital nature of this product, all sales are final and no refunds will be provided.
F.A.Q.
F.A.Q.
Is the financial tracker compatible with Excel?
No, the tracker is NOT compatible with Microsoft Excel. To enter transactions you must use the Google Form that is linked to the Google Sheets spreadsheet; therefore it would not work in Excel.
Do I need a Google Account?
Yes, a Google/Gmail account is require to use this product. To sign up for a free Gmail account click here. If you have a Gmail account, you can access the tracker in your Google Drive.
Can I change the colours and currency?
Yes! The colours and currency can easily be changed. You will gain access to an easy How-To tutorial after purchase.
Does the financial tracker connect to my bank account?
No, the financial tracker does not connect to your bank account. Entering transactions manually facilitates more awareness around spending and you can choose how much or little you want to track.
Will my personal financial data entered in the tracker be collected?
No. Your financial tracker will be linked to your personal Google Account. The PLN Co will not have access to it. Please check with Google’s privacy policy for more information.
Copyright & Disclaimer
Copyright & Disclaimer
Unauthorized sharing or copying of this digital product, including designs, files, or related content, is strictly prohibited.
The Financial Planner & Tracker is designed solely for informational purposes and are not intended to provide financial advice. The products facilitate the organization and tracking of financial data, but users should be aware that it does not constitute professional financial guidance.
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