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To use this document, go to the File menu and "Make a copy" for your own use (do not request access)
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Or click here for your own copy
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Step 1: Make a copy of this template. (Please do not request access if prompted)
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Step 2: Collect your financial details (income and spending)
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Step 3: Enter your details in the appropriate cells
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Note: You can customize the income and expense categories to suit your own situation.
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Copy monthly details to the months in the Month-by-Month Comparison tab to track your progress over the year.
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Use the Expense Log tab to quickly track and categorize your expenses as they occur.
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