Personal Finance Bundle

Three spreadsheet systems for your money at home: a monthly budget, a plan to pay off debt and a holiday budget that keeps the season on track. Each comes in Excel and Google Sheets, with an Example workbook and a Quick Start guide.

What's included

• Budget & Money Planner: a monthly budget, bills and paydays, savings goals, debt payoff and net worth.
• Debt Payoff Planner: four payoff methods compared, card minimum rules and 0% promos, and a month-by-month plan to your debt-free date.
• Holiday Budget & Gift Planner: budgets per person, gifts from idea to given, a shopping list by store and what to save each payday.

Each workbook works on its own: plan each month in the Budget & Money Planner, go deeper on debt with the Debt Payoff Planner, and keep the holidays in the Holiday Budget & Gift Planner.

The Personal Finance Bundle costs $34, saving you $24 against buying the three templates separately ($58). Prices are in US dollars.

What you get

• All three templates, each as an Excel workbook (.xlsx) and a Google Sheets edition (make-a-copy links in a PDF in your download)
• An Example workbook with sample data and a Quick Start guide (PDF) for every template
• Free updates to the editions you buy
• Instant digital download after checkout

License

The Personal Finance Bundle comes with the Standard license only, for your own use, personally or in your business. If you need the Professional license for client work, as a financial coach for example, buy the Budget & Money Planner or the Debt Payoff Planner on its own with the Professional license. Compare licenses

Requirements

Microsoft Excel 2010 or later on Windows, Excel 2011 or later on Mac, or Microsoft 365. For the Google Sheets edition, a free Google account. Best used on a computer. No macros.