Financial Planning Calendar in Google Sheets

Do you often miss important tax dates, budget reviews, or financial deadlines?
It’s time to take control of your finances with our Financial Planning Calendar in Google Sheets – a smart, ready-to-use calendar system built to help you plan, track, and manage all your financial activities throughout the year.

Whether you’re a solo entrepreneur, finance manager, or a household planner, this calendar will streamline your financial planning process, keep your goals on track, and ensure you never miss a deadline again!

✅ Key Features of the Financial Planning Calendar in Google Sheets

🏠 Home Sheet – Easy Navigation for Smarter Planning

The Home Sheet Tab acts as your personal control center, giving you quick access to:

• 📆 Annual View – View the entire year’s financial events at a glance

• 🗓 Monthly View – Focus on individual months in detail

• 📋 Daily View – Zoom into day-to-day events and deadlines

• 📂 Events Sheet – Where all the data is stored and managed

The clickable buttons make moving between views effortless, making this a user-friendly hub.

🗓 What’s Inside the Financial Planning Calendar

📅 Annual View Sheet

• 🔄 Choose your Year from a drop-down

• 🔁 Set your starting month (for fiscal or custom years)

• 📍 Select your preferred starting weekday
  Get a bird’s eye view of the entire year’s financial tasks and stay strategically ahead.

📆 Monthly View Sheet

• 🔽 Select the Month & Year to populate the calendar

• 📌 See all your events for the selected month

• ➕ If there’s more than one event in a day, it flags “more than 1…” for quick attention
  Perfect for ensuring each month runs like clockwork!

📑 Daily View Sheet

• 📅 Choose any date range

• 📋 Get a detailed list of events scheduled for those dates
  This is your to-do list for all financial activities in real time.

🧾 Events Sheet – Centralized Database

• 🔢 ID for each event

• 🗓 Date & Day

• 🏷 Event Name, ⏰ Time, 📍 Location, 📝 Description
  Manage everything from tax dates to loan repayments in one powerful list!

🚀 How to Use the Financial Planning Calendar

1. 🔧 Enter your financial events into the Events Sheet

2. 🎯 Navigate between Annual, Monthly, and Daily Views to track key milestones

3. 🔍 Filter or search for specific tasks using standard Google Sheets functionality

4. 📤 Share it with your team for collaborative planning

5. 🔁 Update it regularly to stay aligned with upcoming obligations

It’s designed to be simple, flexible, and highly efficient—even for non-finance folks!

👥 Who Can Benefit from This Calendar?

• 💼 Small Business Owners managing cash flows, taxes, and payables

• 📊 Finance Professionals scheduling budget reviews and audits

• 👨‍👩‍👧‍👦 Households tracking bills, investments, and financial goals

• 🧑‍💼 Corporate Teams aligning financial deadlines with project timelines

• 🧾 Tax Consultants & Planners managing multiple client timelines

• 🏢 Startups & Entrepreneurs structuring their financial year from scratch

If you value clarity, structure, and timely execution—this tool is for you! ✅

📚 Click here to read the Detailed blog post

Watch the step-by-step video Demo:

🎥 Visit our YouTube channel to learn step-by-step video tutorials

👉 Youtube.com/@NeotechNavigators