Keep Track Of Your Money

Ready to wrangle in your spending?

Prefer a spreadsheet over another phone app?

Created to help you and your family reach your financial goals, this easy-to-use spreadsheet will shine a light on your money habits, helping you cut costs and achieve your financial goals.

In only a few minutes each month, you’ll be able to quickly see where your money is going, if you’re living within your means, and how much you have left over each month to invest for the future.

Free for all subscribers of our weekly newsletter (which is also free).

Subscribe below to get started.

How It Works

I created the Budget Planner to be super easy-to-use.

It even helped one of our subscribers identify $300 in savings per month!

  • Fill in the “Start Here” tab with key financial details including income and expenses.

    This tab is the driving force behind the entire spreadsheet.

  • Update the planner each month to get a sense of how you’re doing and write out your financial goals for the year.

  • Review the “Year in Review” tab for insights into your spending.

    This tab will update automatically as you fill in each month. Start taking action and crush your financial goals!