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How to Use the Yearly Summary in the Finance Planner for Creatives
The Yearly Summary in the Finance Planner for Creatives offers a high-level view of your financial performance across the entire year. It’s perfect for spotting trends, measuring progress, and reflecting on both your business and personal finances—all in one place.
✅ No Setup Needed
Unlike the Monthly Summary, there's no need to select a specific month. This sheet automatically pulls data from your itemized income and expense logs and planned budget to summarize your entire year.
📊 Section Breakdown & Insights
See how your actual income and expenses stack up against what you planned over the year.
Check out the Planned Budget section if you haven’t already entered your monthly targets.
Logged transactions from the Income + Expense sheets will feed into these actual totals.
💼 Planned vs Actual — Income, Expenses & More
Each section includes:
A category breakdown chart showing how income or expenses were distributed
% increase or decrease from your plan
$ difference between actual and planned
A bar chart comparing actual vs planned
A table breakdown by category
These insights are available for:
Taxable Income
Business Expenses
Non-Taxable Income
Personal Expenses
Want to see values on charts? Have other chart questions? See more here →
🧾 Business Health
See how your taxable income compares with your business expenses to better understand your business performance over the year.
This section includes:
A donut chart comparing taxable income to business expenses
% increase or decrease in business funds for the year
$ net business income for the year
A bar chart comparing taxable income to business expenses
A table breakdown with totals
🧘♀️ Total Financial Health
Review your total income vs total expenses (across business and personal).
This section shows:
A donut chart comparing total income to total expenses
% increase or decrease in total funds for the year
$ net total income for the year
A bar chart comparing total income to total expenses
A table breakdown with totals
📆 Bonus Yearly Charts
The Yearly Summary includes additional visuals to help you reflect on:
Trends over time (month-to-month comparisons)
Monthly income and expenses across the year
Business profit trends across the year
Total profit trends across the year
Tip: Use this sheet at the end of each quarter and especially at year-end to reflect, celebrate wins, and plan for the year ahead.
