Personal Finance Bundle

Everything you need to take charge of your money, in three matching spreadsheets. Plan your monthly budget, map out your path to debt-free with snowball or avalanche, and see exactly how much to save each month for every goal. Each one sets up in minutes, with no formulas to write.

Ideal for

• Anyone starting a fresh money plan
• Couples organizing household finances together
• People paying off debt while building savings
• A thoughtful gift for a new graduate or new homeowner

Features

• Monthly Budget Planner: plan every dollar, actuals fill in from your purchase log
• Debt Payoff Tracker: snowball or avalanche, with your debt-free date and total interest
• Savings Goals Tracker: the exact amount to save each month for every goal
• Dashboards with charts that update automatically
• Matching design across all three spreadsheets
• Step-by-step instructions included

What's included

• 3 spreadsheet files for Microsoft Excel
• 3 Google Sheets template links (in the PDF guide)
• PDF quick-start guide

Compatibility

• Microsoft Excel 2016 or newer, including Microsoft 365
• Google Sheets (free Google account required)

How it works

1. Download your files right after checkout; the download link is also in your receipt email.
2. Open the PDF guide and click the link to copy the template into your Google Drive, or open the .xlsx file in Excel.
3. Follow the quick-start steps; setup takes about 10 minutes.

Please note

• This is a digital download; no physical item will be shipped.
• For personal use only. Please don't resell, share or redistribute the files.
• Terms of use: results depend on the information you enter, so please double-check any figures that matter to you. To the extent permitted by law, our liability is limited to the price you paid. This does not affect your statutory rights as a consumer.
• This template is an organizational tool, not financial, tax or legal advice.
• Designed by LedgerLinenDesigns with the help of AI tools. Every formula is tested before listing.