Personal Budget & Savings Planner – Excel Workbook, Money Guide & Printables

Take control of your money with a simple plan that does the math for you. Set your budget once and log your spending. Then see where every dollar goes, how close you are to your savings goals and when your debts will be paid off.

What you get

• Budget and savings workbook (Excel): a monthly dashboard (planned vs. actual, money left over and a 50/30/20 check with a chart), a transaction log with category drop-downs, a 12-month year summary, a savings goals tracker that shows how much to save each month, and a debt payoff calculator with snowball and avalanche order, months to payoff and estimated interest
• Quick-start money guide (PDF): build your first budget in 5 steps, the 50/30/20 guideline, emergency funds, sinking funds, debt payoff methods and habits that make budgeting stick
• Printable planner pages (PDF): monthly budget, expense tracker, bill tracker with a subscriptions check, and a 100-box savings tracker

Who it’s for

Anyone in the USA or Canada who wants a simple way to budget, save and pay down debt. The workbook uses dollars, so it suits both countries.

Works with

Microsoft Excel, Google Sheets and Apple Numbers.

How you receive it

Instant download after purchase. No physical item will be shipped.

This planner is a personal organizing tool with general information. It is not financial, tax or legal advice.