VIDEO TUTORIAL INCLUDED
See how to use your planner.
Follow the guided video to get familiar with the spreadsheet. Your download includes the tutorial link.
One planner. A clearer money picture.
Your finances,
finally in one place.
Plan your budget. Keep track of bills. See your savings and debt together in one finance spreadsheet.
- Annual dashboard + 12 monthly budget tabs
- Excel and Google Sheets versions
- Video tutorial + bonus budgeting eBook
Pay once. Keep your files. No subscription.
Excel + Google Sheets
Guided video tutorial
One-time payment
Inside your finance planner
A clear view of your money.
Month after month.
Start with your budget. Add the trackers you need as you go.
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01 / BUDGET
Plan the month. See the year.
Annual and monthly views help you compare your budget with your recorded spending.
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02 / SPENDING
Know where it goes.
Record income and expenses in one place, with categories that keep things organized.
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03 / BILLS
See what’s coming up.
Keep payment dates and upcoming bills together in your calendar.
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04 / SAVINGS
Give your goals a place.
Track savings and sinking funds for the things you’re planning ahead for.
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05 / DEBT
Keep your balances in view.
Organize your debts and follow your net worth as you update your numbers.
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06 / PRIORITIES
Focus on what matters.
Put your financial priorities in writing and use them to guide your spending plans.
BONUS EBOOK INCLUDED
Master Your Finances
A 24-page guide to budgeting, savings and debt, with a checklist to help you put it into practice.
From download to your first budget.
01
Open your planner.
Use the Excel file or make your own copy in Google Sheets.
02
Follow the video.
Set up your categories, budget and goals with the tutorial.
03
Make it your routine.
Enter your transactions and review your numbers as you go.
Everything in one purchase
Your next budget
starts here.
$9.99
One-time payment. No monthly fees.
- Excel + Google Sheets planner
- Annual dashboard + 12 monthly budgets
- Bills, savings, debt and net worth trackers
- Guided video tutorial
- Master Your Finances bonus eBook
Digital download. Your downloaded files to keep.
A few quick answers.
What do I receive?
The Excel planner, Google Sheets access instructions, a video tutorial link, and the 24-page Master Your Finances eBook.
Do I pay every month?
No. Pay $9.99 once and keep your downloaded files. There is no recurring planner subscription.
What do I need to use it?
A Google account for Google Sheets, or Microsoft Excel for the Excel version. Excel is not included. A computer is recommended for setup and viewing the full dashboards.
Does it connect to my bank?
No. You enter your own financial information. The planner does not import bank transactions or make payments.
Will anything be shipped?
No. This is a digital product. Your purchase includes download and access instructions.