Before a calculator can tell you whether something is worth it, you need to know what you actually spend. This planner gives you a tab for each month with income, bills, spending and savings lines, and a yearly summary with three charts that fill in as you type. A filled-in example workbook is included so you can see how it works.
What is included
- 1 example workbook (.xlsx) with 10 months of sample entries
- 1 blank workbook (.xlsx), same formulas, ready for your numbers
- 12 monthly tabs: Mo 1 to Mo 12, each with 4 income, 12 bills, 12 spending and 4 savings lines
- Yearly Summary tab with 3 charts
- Step-by-step Google Sheets guide (PDF)
One-time payment, secure checkout by Stripe. You go straight to your download page after you pay.
Buy now, instant download $2.99 Please note. This is a digital download, no physical item ships. It is an organizing tool, not financial advice. For personal use only; please do not resell or share the files. Never type account numbers or passwords into the workbook.
Looking for the bigger picture? Our Household Savings Audit and Decision Kit walks you through finding savings and deciding big purchases. This template is a good companion for tracking the result.
