Welcome to DigiPlanzz – Your Ultimate Financial Management Solution!
Features
- Works with any currency – just input in one cell 📊
- Track income, expenses, and client interactions all in one tool.
- Customizable fields and automatic fiscal year adjustments to fit your specific needs.
- Powerful Dashboards 📅
- Annual, monthly, and custom dashboards provide detailed visual charts and summary tables.
- Easily monitor your finances over any period with real-time updates.
- User-Friendly Interface 🖥️
- Simple transaction logging and intuitive design ensure a smooth user experience.
- Effortlessly sort and filter transactions by date, category, or account.
- Free Client Tracker Included 🎁
- Manage client information, tasks, and deadlines with the included Client Tracker.
- Enhance your productivity and keep all your financial and client data in one place.
ANNUAL DASHBOARD
Monitor your total income and expenses for any year and see a detailed comparisons with visual charts & summary tables
MONTHLY DASHBOARD
Check your income and expenses for any month and know how much money you have left after all expenses have been paid
CUSTOM DASHBOARD
Fully customize the date ranges you would like to monitor, such as daily, weekly, and quarterly views, and automatically see an analysis
What will you get
- A PDF file with a link to your budget spreadsheet
- A professional template to manage your income and spending
- Step-by-step instructions on how to use the file
- Possibility to create your own category names or use the suggestions provided
- Monthly,Yearly and Custom template that you can reuse over the months and years
- Track planned bills, expenses and debt payments
- Track actual bills, expenses and debt payments in your log book
- Helpful charts and graphs to visualize your finances
- Bonus! A Client Tracker worksheet to manage Your clients Efficiently
After Your Purchase
✅ After your payment has cleared you will be able to download your files instantly from the download link available in your receipt email or directly through your member area.
✅ For the Google Sheets your will need a free Google Account (use the link from the download page to access the Google Sheets). If you use the Excel, you can use the spreadsheet right away.
✅ Read the instruction to easily understand how to maximize the use of your spreadsheet.
Frequently Asked Questions (FAQs)
What are the terms for the use of templates?
All designs, templates, guides, and content are for your own personal use only. No part of it can be distributed, sold, reproduced, or used in any form without the written permission of the author.
The template, however, will never expire and is yours to keep forever!
Can I return or exchange the template?
Because of the nature of the product (instant download), the templates cannot be returned or exchanged as you immediately get access to the files as soon as you purchase them.
However, if you have any concerns, please do not hesitate to reach out! I’m always happy to help! 🙂
How do I download my file?
It’s very easy! You’ll have access to your templates immediately after purchase. All you have to do is check your email and Etsy will send you a link to your download. Alternatively, you can go to your Account > Purchases and Reviews and download it from there!
Is my data secure with the Income and Expense Tracker?
Absolutely. We prioritize your data privacy and security with robust security measures to ensure that your information is protected.
How does a spreadsheet template work?
A spreadsheet template is a pre-formatted file to help you jumpstart your budgeting or planning. It’s as easy as downloading the template and using it instantly!
The templates are also fully editable and customizable. Change the texts, titles, sections, colors, and fonts! You can personalize it according to your needs. However, the cells of the spreadsheets are protected by default to prevent accidental changes to formulas, but you can easily unprotect the sheet if you want to change anything!
What payment methods do you accept?
We accept all major credit cards and secure online bank transfers.
How do I get support if I have issues or questions?
You can contact our support team via email at digiplanzz13@gmail.com We’re here to help!
🌟Special Offer: Free Client Tracker with Purchase! For a limited time, when you purchase our Income and Expense Tracker Spreadsheet, you will receive our Client Tracker Spreadsheet absolutely FREE! This is the deal you cant miss 🌟🔥🚀
🔥 Act Now! This deal is too good to ignore. Offer closes soon!🚀
This exclusive tool will help you:
- Organize client information
- Track interactions and follow-ups
- Manage client billing and payments
- Boost your business productivity
Thank You for Visiting Our Site!
We appreciate your interest in our Income and Expense Tracker. We are confident that our comprehensive tools will help you manage your finances and clients more efficiently. Don’t miss out on our special offer – get both trackers for only $8! For any questions or support, feel free to contact us. Happy tracking!
For more information, contact our support team at support@digiplanzz.com.