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Template · Sheets & Excel · $12

The Budget Planner

The spreadsheet I use to track our money, minus the setup work.

A budget spreadsheet that actually works.

A ready-made household budget workbook — enter your transactions, and the dashboard, charts, and budget-vs-actual numbers build themselves. Works identically in Google Sheets and Microsoft Excel, no macros or add-ons, and it's yours to keep and reuse every year.

  • Transaction log and recurring bills
  • Budget targets vs. what you actually spent
  • Dashboard and charts that update themselves
Screenshot of the Budget Planner spreadsheet's Overview dashboard

$12 CAD · one-time

  • The workbook for Excel, plus a Google Sheets copy
  • A one-page quickstart guide (PDF)
  • Yours to keep and reuse every year

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