Budget Planner for Google Sheets
$19.00 USD
If money feels scattered across apps, receipts and bank tabs, it's hard to feel calm about it. This Budget Planner brings your spending, savings, debt and net worth into one clear Google Sheet, so you always know where you stand.
Set it up once, make it yours, and let the built-in formulas do the rest, turning your daily entries into monthly and yearly insights automatically.
- Instant digital download
- Works in Google Sheets, free Google account
- Lifetime access to your copy
Take a look inside
See your money come together
Log a purchase once and watch every tab update: your monthly budget, yearly overview, savings goals and net worth.
What's included
Here's everything you get:
Transactions
Log every purchase in seconds, with dropdown categories that keep things tidy.
Monthly Budget
Set a plan for each month and see exactly what's left to spend.
Yearly Overview
Twelve months side by side, so patterns and progress are easy to spot.
Spending Trends
Soft, clear charts that show where your money really goes.
Savings Goals
Track each goal with a progress bar that fills as you save.
Debt Payoff
Snowball or avalanche: watch balances shrink month by month.
Net Worth
Assets and debts in one calm view of the bigger picture.
Categories
Rename, add or remove categories to fit your real life.
Exclusive bonuses
Plus! Get these bonuses with your planner
Bill & Subscription Tracker
Never miss a due date, and spot the subscriptions you forgot you had.
Value $9Sinking Funds Planner
Save gently for birthdays, holidays and car repairs so they never catch you off guard.
Value $9Quick-Start Video Guide
A short walkthrough that has you set up and budgeting in under 15 minutes.
Value $12Designed to feel calm
Why you'll love this budget planner
Calm by design
Soft colours and clean layouts that make checking your money feel peaceful, not stressful.
Fully automatic
Formulas do the maths for you, so every chart and total updates the moment you type.
Easy to customise
Change categories, currencies and goals in a few clicks, no spreadsheet skills needed.
Yours for life
A one-time purchase. Keep your copy forever and use it year after year.
How it works
Up and running in three simple steps
Download & copy
Right after checkout you'll get a download with your link. One click makes your own copy in Google Sheets.
Make it yours
Add your income, pick your categories and set your goals. The setup tab walks you through it.
Let it do the rest
Log your spending as you go, and your budget, charts and net worth update automatically.
Frequently Asked Questions
Do I need Microsoft Excel?
No. The planner is built for Google Sheets, which is free with any Google account.
How will I receive the template?
Straight after purchase you'll receive a download with a link that lets you make your own copy in Google Drive.
Can I use it on my phone?
Yes. You can view and add entries in the Google Sheets app on iPhone, iPad and Android. Setting it up is easiest on a computer.
Is my financial data private?
Completely. Your copy lives in your own Google Drive. We never see your numbers, and it doesn't connect to your bank.
Can I use it for more than one year?
Yes. Simply make a fresh copy each year, or clear the transactions and start again.
What if I need help?
Just reach out through our contact page and we'll gladly help you get set up.