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Get the Template Here: Etsy Apps, go to my shop: Exaccountant 🖤 Dark Version → https://exaccountant.etsy.com/listing... 🤍 Light Version → https://exaccountant.etsy.com/listing... 🛍️ More Templates → https://www.etsy.com/shop/exaccountant Welcome to Exaccountant’s Annual Budget Template Tutorial In this video, I’ll guide you step-by-step on how to use the Smart Annual Budget Spreadsheet, designed for both Excel and Google Sheets. This all-in-one planner helps you track your income, expenses, and savings across all 12 months — and gives you a clear annual overview of your financial progress. What’s Included in the Template 1. Setup Tab: Add your accounts, budget categories, and starting balances 2. Smart Calendar: Manage important financial dates and reminders 3. Payment Schedule: Keep track of recurring bills and subscriptions 4. Transaction & Transfer Tabs: Record daily spending and account movements 5. 12 Monthly Tabs: Plan, track, and compare your monthly budgets 6. Annual Totals : Get a complete yearly financial summary 7. Annual Dashboard: View your yearly financial at glance. Here’s what we’ll cover: 0:00 Introduction 1:04 Setup Tab 5:50 Smart Calendar Tab 6:38 Payment Schedule Tab 7:24 Transaction Tab 8:03 Transfer Tab 8:59 Monthly Tab 10:56 Annual Totals Tab 11:30 Annual Dashboard Tab ✅ Compatible With: Excel (2016 and newer) Google Sheets (browser version) About Exaccountant Hi! I’m Rita, the creator behind Exaccountant on Etsy. I’m an ex-accountant who loves building useful, easy-to-use finance templates to help you take control of your money — clearly and confidently. If you find this video helpful, please like, comment, and subscribe to support my small business. Thank you for watching and happy budgeting! 💛