
Annual Report
Docs + Word6 pages
Free
The Zero-Based Budget template is for anyone who wants every dollar planned before the month starts. The Income tab records what comes in, the Plan tab assigns it to categories, and the Transactions tab logs spending against each one. The dashboard shows how much is still to assign.
It comes with sample data. Make a copy, replace the sample rows with your own, and the formulas, dropdowns and charts update on their own.
Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.
Start on the Income tab: replace the sample rows with your own.
Keep the formula columns as they are; they fill in as you type.
Read the How to use tab for tips. For Excel, download the .xlsx file instead.
Yes. The template is free to copy. Make a copy in Google Sheets, or download the Excel file and use it as you like.
Yes. Download the .xlsx file from this page and open it in Excel. The formulas, dropdowns and chart work the same way as in Google Sheets.
It means each dollar of income is given a category until the amount still to assign is zero. Savings and debt payments count as categories too.

Docs + Word6 pages
Free
Excel
Free
Sheets + Excel4 slides
Free
Sheets + Excel4 slides
Free
Sheets + Excel4 slides
Free
Sheets + Excel5 slides
FreeSheets + Excel4 slides
Free
Sheets + Excel4 slides
Free
Sheets + Excel5 slides
Free