YEARLY PLANNING · CHIDOGEAR
One workbook. A clearer view of your entire year.
Plan income, expenses and savings across the year, then review the numbers together instead of jumping between disconnected monthly files.
WHY THIS WORKBOOK
A simpler way to stay organised
A structured year-round planner that makes it easier to compare intended and actual financial performance.
Plan all twelve months
Keep planned and actual income, expenses and savings in a single yearly table.
Review your progress
Use the dashboard to see annual figures and how the year is shaping up.
Compare savings goals
Track planned savings, actual savings and the difference between them.
YOUR WORKBOOK, EXPLAINED
What’s inside the file?
One editable Excel workbook, organised into 3 practical worksheets:
- 01
Monthly BudgetJanuary–December columns for planned and actual figures and savings variance.
- 02
DashboardA summary view of the annual planning data.
- 03
Start HereBasic workbook instructions and usage guidance.
GET STARTED IN THREE STEPS
From download to an organised plan
- 1Enter monthly planned figures in Monthly Budget.
- 2Update actual income, expenses and savings as each month closes.
- 3Check Dashboard for a high-level overview and adjust future plans.
MADE FOR REAL WORK
Who is it for?
People who budget annually, freelancers planning uneven income and households setting year-long savings goals.
GOOD TO KNOW
Frequently asked questions
Can I edit the workbook?
Yes. The file is supplied as an editable XLSX workbook.
Is anything shipped?
No. This is a digital download, not a physical product.
Where can I get help?
Contact support@chidogear.com for order or file questions.
