WISE360 Ultimate 5-Year Budget Planner (Excel Version)
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Take control of your money with clarity and confidence. The WISE360 Ultimate 5-Year Budget Planner (Excel download) is a professional Excel budget planner designed by a CERTIFIED FINANCIAL PLANNER™. It helps you budget smarter, track goals, and plan your future with ease.
Refund Policy for Digital Products
- All sales are final and non-refundable
- If you are encounter any issues accessing or using your download, please reach out to us at support@WISE360.net.
Why Choose the WISE360 Ultimate 5-Year Budget Planner?
The WISE360 Excel Budget Planner is more than a spreadsheet. It’s a 5-year budget template built by a CERTIFIED FINANCIAL PLANNER™ with almost two decades of experience.
This planner combines zero-based budgeting with long-term forecasting. It helps you see where every dollar goes and keeps you focused on your goals.
Whether you’re paying off debt, saving for milestones, or preparing for retirement, this personal finance spreadsheet gives you clarity, structure, and confidence.
Budget Planner Key Features
- 5-Year Planning Power – Track income, expenses, savings, and goals across 60 months to see both the big picture and monthly details.
- Zero-Based Budgeting – Every dollar is assigned a job, so nothing slips through the cracks.
- Smart Categories – Pre-built but fully customizable categories for Income, Living Essentials, Variable Expenses, Sinking Funds, and Financial Goals.
- Interactive Dashboard – Visualize spending, savings, and progress toward goals with easy-to-read charts and summaries.
- Conditional Formatting – Automatic color-coded alerts highlight overspending, progress toward savings, and important trends at a glance.
- Centralized Data Input – Enter information once and see it flow through your entire planner automatically—reducing errors and saving time.
- Navigation Menu – Clickable top-row navigation makes moving between sheets simple and intuitive.
- Professional-Grade Design – Clean, structured, and easy to use—even if you’re not “Excel savvy.”
- Compatibility – Works with Microsoft Excel (2019 and newer) and optimized for desktop use (some functions may not fully work on tablets).
What Makes It Unique
- Created by a CERTIFIED FINANCIAL PLANNER™ (CFP®).
- Based on lived experience and proven strategies.
- Backed by the WISE360 philosophy: If you can’t master your money, your money will master you.
- More than a spreadsheet—it’s a financial blueprint for the next 5 years.
What You’ll Get
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Instant digital download (Excel file)
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Step-by-step Quick Start Guide (PDF)
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Lifetime access to updates for this version
Who It’s For
- Anyone ready to move beyond basic budgeting
- Couples planning shared financial goals
- Anyone in a season of transition (career change, retirement prep, new family planning)
- Purpose-driven individuals who want to align their money with their life goals
⚠️ Important Note: This is a digital product. No physical item will be shipped. Due to the nature of digital downloads, all sales are final.
✨ Start your journey toward financial clarity and confidence today with the WISE360 Ultimate 5-Year Budget Planner—because your money should work for your purpose, not the other way around.
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