Financial Planning System 4-in-1 Pack

Regular price $34.99
Sale price $34.99 Regular price $87.49
Unit price
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✓ Manage Personal Finances with Monthly Budget Tracker
✓ Simplify Pricing using Price Calculator
✓ Track Project Budgets with Project Budget Tracker
✓ Monitor Inventory with Inventory Tracker

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Financial Planning System 4-in-1 Pack

Financial Planning System 4-in-1 Pack

Regular price $34.99
Sale price $34.99 Regular price $87.49
Unit price

One Time Purchase

Lifetime Access

Detailed Video Guide

Master All Features

Free Updates

Get Updated Versions

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Product Details

Info of What You Will Get in This Pack

Monthly Budget Tracker

12 Monthly Tabs

✔ The Monthly Budget Tracker is your comprehensive solution for managing finances effectively.

✔ With features like daily expense logging, expense analysis, and savings progress monitoring, it empowers you to achieve your financial goals effortlessly.

✔ Personalize income and expense categories, set clear savings targets, and streamline your budget management for a brighter financial future.

Monthly Budget Tracker

Month Tab Analysis

✔ Log daily expenses and see their real-time effect on spending limits for each expense category for that month.

✔ Log and categorize your monthly income and visualize its effects on your income pie-chart in real-time.

✔ Keep track of your savings with progress bars and monitor monthly earnings  and expenses effortlessly.

Monthly Budget Tracker

Dashboard Tab A

✔ Gain insights into monthly statistics and yearly totals of income, expenses, and savings, helping you make informed financial decisions.

✔ Analyze yearly expenses divided into different categories.

Monthly Budget Tracker

Dashboard Tab B

✔ Monitor your annual savings goals with visual progress bars and stay informed on your spending habits with a list of top 10 expenses.

✔ Compare saving targets with actual achievements using individual progress bars.

Monthly Budget Tracker

Settings Tab

✔ Set monthly savings goals, allocate budgets for expense categories, and personalize income and expense categories to accurately reflect your financial landscape.

✔ Easily add or remove months for focused budgeting and build clear savings targets to guide your spending and saving behavior easily.

✔ Set up recurring expenses that populate automatically each month, saving you time and ensuring accurate budgeting.

Price Calculator

Product Pricing Tab

✔ Enter product details, quantities, materials, labor hours, and more for thorough cost analysis.

✔ Input markup percentage, tax, and discounts to generate accurate final pricing.

✔ Visualize price breakdown through a simple pie chart, providing valuable cost insights at a glance.

Price Calculator

Dashboard Tab

✔ Product Cost Data: View aggregated product data including price, profit, discount, and costs for comprehensive pricing analysis.

✔ Product Cost Breakdown: Visualize in a simple bar chart the materials, labour and other costs of all your products.

✔ Profitability Chart: Examine profit and markup relationships using bar charts and line graphs for effective pricing strategy.

Price Calculator

Other Costs Section

✔ Not everything comes under labour or material costs. For other fixed or miscellaneous costs, use this section to include those in price calculation of product. 

Price Calculator

Labour Section

✔ Labour Log: Log labour, their units in time, rate/unit, and quantity of items for that labour to calculate accurately your actual labour cost per item.

✔ Multiple Labour Type Breakdown: Log as many as 10 different types of labour costs to calculate your final labour cost for producing a single product.

Price Calculator

Materials Section

✔ Materials Log: Log materials, their units, cost per unit, and quantity to get accurate cost per item of the manufacturing material.

✔ Raw Materials Breakdown: Log as many as 20 manufacturing raw materials to inform your product price.

Project Budget Tracker

Dashboard Tab

✔ Comprehensive KPI Dashboard: Instantly view critical financial metrics.

✔ Budget Visualization: Visualize category-wise budget and expenditures

✔ Expense Tracking: Insightful status-centric expense management.

✔ Monthly Spending Trends: Intuitive overview for spotting expense patterns.

Project Budget Tracker

Expense Tracker Tab

✔ Expense Logging: Capture every detail for accurate tracking.

✔ Budget Variance Analysis: Identify discrepancies with under/over indicators.

✔ Status Marking: Adds context and progress tracking to expenses.

Project Budget Tracker

Settings Tab

✔ Define Expense Categories: Tailor budget tracking with custom categories.

✔ Project Detail Entry: Input key project metrics for comprehensive oversight.

✔ Budget Allocation Tool: Efficiently distribute budget across categories.

Inventory Tracker

Dashboard Tab

✔ Get a real-time snapshot of your inventory's current worth and identify top-selling and purchased products for informed decision-making.

✔ Immediately see items below minimum levels, signaling when to reorder, and tailor the dashboard by filtering data by specific timeframes.

Inventory Tracker

Inventory Levels Tab

✔ Access a detailed, real-time overview of all inventory metrics and monitor current stock levels for each product.

✔ Easily find out the total value of your inventory in dollars and make informed decisions based on up-to-date inventory data.

Inventory Tracker

Products Tab

✔ Enter essential product details once for future use and conveniently select item category and unit of measure from dropdown menus.

✔ Define minimum stock levels for each product to ensure timely reordering and efficient inventory management.

Inventory Tracker

Inventory Transactions Tab

✔ Log all stock activities, including sales, purchases, returns, and adjustments, and easily select transaction type from dropdown menus.

✔ Streamline data entry with auto-populated units based on product selection, ensuring accurate transaction records.

Inventory Tracker

Detail Analysis

✔ This Inventory Tracker is your centralized solution for managing inventory efficiently.

✔ With features like effortless data entry, inventory level snapshots, and real-time insights, it streamlines inventory management and ensures you stay stocked up on essential items.

Inventory Tracker

Settings Tab

✔ Add different product categories of your inventory items.

✔ Utilize or increase the types of measures (units) to be used throughout the sheet.