Monthly Rollover Plan Spreadsheet
Find yourself overspending at the end of the month when you think you have “free money” left in your account? Use the zero-based budget method to be intentional about your leftover money so you can have peace of mind that every dollar has a job. Made with love for Google Sheets.
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About the Template
The template contains 4 sections:
Current Balance: Refers to the current balance of your bank account the day of.
Pending Transactions: Transactions that show as “pending” on your bank statement, but haven’t fully posted yet. (If you opt to use your available balance above instead of your current balance, you can skip this section.
Upcoming Transactions: Transactions you expect to come out in the near future, typically before your next paycheck, but they won't show up at all on your bank statement yet.
Goals: A place to allocate your remaining free money to your goals, such as extra debt payments, retail therapy, or more savings.
Other Info
This includes 1 Google Sheet Template with a total of 1 page.
This is a digital file. NO PHYSICAL ITEMS will be sent.
There are no refunds, returns, exchanges, or cancellations for this digital product. If you have any questions about this product, send me a message and I’ll be happy to help.
This is for personal use only. Redistribution, resale, and any commercial use is strictly prohibited.