Your money,
calm and clear.
One beautiful spreadsheet for your income, spending, bills, savings and debt. Log a transaction and everything else updates for you.
Everything in one calm place
Built to be simple from day one, and still useful in December.
Dashboard
Pick a month or the full year and see income, spending, savings rate and charts instantly.
Bill tracker
List your bills once, then tick them Paid, Unpaid or Skip every month.
Savings & debt
Set goals, see how much to put aside each month and watch balances shrink.
Set up in three steps
Download
Your files are ready right after checkout and sent to your email.
Make it yours
Choose your year, currency and categories in Settings.
Log and relax
Add transactions as you go. The dashboard does the maths.
Three files, ready to use
- Budget_Planner_BLANK.xlsxYour planner, ready to fill in
- Budget_Planner_EXAMPLE.xlsxFilled with sample data to show how it works
- Instructions.pdfA short guide for Excel and Google Sheets
Good to know
Do I need Excel?
No. It works in Microsoft Excel (2016 or newer, Microsoft 365, Mac) and for free in Google Sheets. It is not compatible with Apple Numbers.
Can I use it on my phone?
Yes. Set it up on a computer or tablet, then view and add expenses on the go with the Google Sheets or Excel app.
How do I receive my files?
Right after checkout you get a download link on screen and by email. Nothing is shipped.
Can I get a refund?
Because this is a digital download, refunds aren't offered once files are downloaded. If anything isn't working, reply to your order email and I'll help.