✿ A prettier way to get your money together ✿
An aesthetic, reusable Google Sheets template designed to help you plan, track, and understand your money without the usual spreadsheet chaos.
Give every dollar a job, keep track of where it actually goes, and let the connected sections do the tedious work for you.
✿ FREE FUTURE UPDATES
Get all future updates to your planner at no extra cost. ✦
✿ WHAT'S INSIDE
Budget & Categories
Create your own categories and decide exactly where your money should go.
Income & Expenses
Plan your income and expenses and see how your actual numbers compare.
Bills & Upcoming Payments
Keep track of recurring bills and upcoming payments in one place. Your Upcoming Payments table automatically updates from your Bills Tracker.
Savings & Goals
Set savings goals and track your progress as you work toward them.
Accounts Tracker
Keep a quick snapshot of multiple accounts and their balances.
Budget Health
See the numbers that actually matter and get a quick picture of how your budget is doing.
Transactions & Transaction Finder
Log your transactions and filter through hundreds of entries in seconds.
You mainly enter information in two places:
01 — Set your budget
Tell your planner how you want to allocate your money.
02 — Log your transactions
Record what actually happens.
The connected sections update automatically, so you don't have to enter the same information over and over again.
Once you've set it up, simply start a new month and keep going. Your previous months stay available as your financial history.
🌸 Spring
☀️ Summer
🍂 Autumn
❄️ Winter
Four nature-inspired designs, same planner underneath.
Please note: This is a digital product. No physical item will be shipped. A Google account is required to use the planner. The planner is designed specifically for Google Sheets; an Excel version is not included.