Money

Money and budgeting

Budgets, savings plans and debt payoff, set up in minutes.

  • Annual Budget 2027, preview image 1

    Money

    Annual Budget 2027

    Plan each month, track what you spend and see the whole year on one page.

    • Setup, Plan and Transactions tabs for your categories, your plan and your spending
    • Month and Year views that compare the plan with what you spent
    • Bills and Paycheck tabs that show what is due in each pay period
    XLSX
  • Savings Challenge 2027, preview image 1

    Money

    Savings Challenge 2027

    A 52-week savings challenge and a sinking funds tracker, with the formulas already in place.

    • A 52-week savings challenge with a Done column that shades each finished week
    • Sinking funds with a target, a monthly amount and a progress bar for each fund
    • 3 tabs in all, with a Start Here guide that takes about 5 minutes to follow
    XLSX
  • 2027 Planning Bundle, preview image 1

    Money

    2027 Planning Bundle

    The Annual Budget 2027 and the Habit and Goal Tracker 2027, sold together.

    • Annual Budget 2027, with 12 tabs for your month, your year, your paychecks and your debts
    • Habit and Goal Tracker 2027
    • Saves $4 against buying the two files separately
    XLSX