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Planly Money Map Plus

Full-Year Budget + 50/30/20 · Google Sheets template

The annual budget, now with a 50/30/20 breakdown. Everything in Planly Money Map plus a dedicated 50/30/20 analysis tab, a setup page and a refreshed dashboard. A complete yearly money system in Google Sheets.

See it in action

Take a tour of the sheet

Planly Money Map Plus · Google SheetsSample data · 2027-ready template
Planly Money Map Plus – Annual dashboard
Annual dashboard
Features

Everything you need

50/30/20 analysis

See needs, wants and savings against the classic rule every month.

Annual dashboard

A one-glance view of your year with automatic charts.

Monthly budgets

Twelve ready-to-fill months with budget vs. actual tracking.

Sinking funds & debt

Built-in sinking funds, debt calculator and net worth tracker.

Tutorial

Set up in 4 steps

  1. Make your own copy

    After purchase, open the PDF from your Etsy downloads and click the template link. Google Sheets asks you to “Make a copy”, and the copy lands in your own Google Drive, private to you.

  2. Complete SETUP

    Set your currency and budget type, and list your bill, expense, savings, subscription and debt categories once, and they appear on every month.

  3. Tag each category

    On the 50/30/20 tab, tag each category as a need, want or saving so you can compare your real split to your goal.

  4. Track as you go

    Log transactions daily or weekly. The month tab, dashboard and 50/30/20 split all update automatically.

Read the complete guide (14 min read) →
FAQ

Good to know

What's included in the Planly Money Map Plus?

24 tabs: Setup, Bank Account, Annual Dashboard, Annual Totals, Jan – Dec, 50/30/20, Distribution, Calendar, Sinking Funds, Debt Calculator, Net Worth, Investment, Challenge. Everything is pre-built with formulas, so you only fill in your own information.

How do I get the template after buying?

Etsy gives you an instant PDF download with your template link. Open it, click “Make a copy”, and the sheet is saved to your Google Drive.

Does it work on my phone?

Yes! Open your copy in the free Google Sheets app on iPhone, iPad or Android. Setup is easiest on a computer.

Can I reuse it next year?

Yes. Make a new copy and change the year on the setup tab.

Is there a dark mode?

Yes, a Dark Mode edition is included free. It has the same tabs and formulas with a dark background that's easier on the eyes at night. Your download page has a button for each version, and you can keep both.

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