The Budget Sheet:
Your All-in-One Money Planner
Take Control of Your Money
Monthly $47 · Quarterly $67 · Instant download · Microsoft Excel
The budget workbook I wish I'd had years ago. Plan and track your income, bills, savings, investments, debt and mortgage or rent in one place. Every tab gives you a personal tip based on your own numbers, so you always know what to do next. Made for everyone, not just traders.
What's Inside the Budget Sheet
A ready-to-use Microsoft Excel workbook with 10 easy tabs. Just fill in the yellow cells and the sheet does the math, then tells you how you're doing and what to do next.
Here's what you'll get:
Overview Dashboard: Planned vs. actual for the month, your key numbers, and one Top Tip for what to focus on next.
Income & Expenses: Track every paycheck and every bill by category, and see exactly where you overspent.
Savings & Investing: Follow your balances and goals, and see how many months your emergency fund would cover.
Debt Payoff Planner: Avalanche and snowball order, payoff time, and how much paying $50 extra a month would save you.
Mortgage & Rent: See how much 1 extra mortgage payment a year saves you, or how much rent you've paid and what to save each month for a down payment.
Net Worth & Charts: What you own minus what you owe, with charts that update on their own.
Smart Tips on Every Tab: Messages that cheer you on when you're on track and flag what needs attention when you're not.
Locked Formulas + Start Here Guide: You can't accidentally break anything, and a quick guide walks you through setup.
Choose your version: the Monthly sheet ($47) tracks one month at a time, and the Quarterly sheet ($67) gives you 3 full months in one workbook with a Quarter Overview. One-time payment, instant download after checkout, yours to keep and reuse. Requires Microsoft Excel (Windows, Mac, or free Excel for the web).