Your month,
at a glance.
See spending by category, compare your plan with recorded amounts, and follow spending through the month.
THE SIMPLE BUDGET PLANNER
Know where
your money
goes.
Plan your monthly spending, track everyday transactions, and make room for your savings goals. All in one Google Sheets planner.
Get the plannerOne-time purchase · Google Sheets · Digital download
MONTHLY OVERVIEW 01 / 04
SAVINGS GOALS
The actual planner. Sample data shown.
A LITTLE CLARITY, EVERY MONTH
A clearer view of your money.
Your month,
Everyday entries,
kept simple.
Record your income, spending, and savings in one straightforward money log. No bank connection required.
Savings with
a purpose.
Set separate targets for your emergency fund, travel fund, and personal savings. See how far you have come.
TAKE A LOOK INSIDE
Simple entries.
A bigger picture.
Start with your monthly plan. Add your transactions. Let the summaries bring it all together.
Select a view, then open the image for a closer look.
MONTHLY OVERVIEW Sample data shown · Open to enlarge ↗
SAVINGS GOALS Sample data shown · Open to enlarge ↗
MONEY LOG Sample data shown · Open to enlarge ↗
YOUR NEXT MONTH STARTS HERE
From download
to your first entry.
Manual entry.
No bank connection required.
Make your copy.
Open the included Google Sheets link and save your own editable copy.
Set your monthly plan.
Choose your month and year, enter your budget amounts, and set your savings targets.
Add your transactions.
Log your income, spending, and savings. Your summaries and charts update as you go.
BEFORE YOU START
A few things
to know.
Do I need Excel?
No. This planner is designed for Google Sheets. You will need a Google account to make and edit your own copy.
Will I receive a physical planner?
No. This is a digital product. Your download will include a link to the Google Sheets planner and instructions for making your own copy.
Does it connect to my bank?
No. You enter transactions manually, and the planner uses those entries to update its summaries and charts.
Can I use it on my phone?
You can open the planner in Google Sheets on your phone. A computer or tablet gives you a clearer view of the full dashboard.
How does checkout work?
Complete your purchase through Payhip, then download your Start Here PDF. Open the planner link in the PDF and choose File → Make a copy to save your own editable version in Google Sheets.
THE SIMPLE BUDGET PLANNER
Give your next
month a plan.
A little more clarity. A place to begin.
$9USD · one-time purchase
Get the planner — $9
Checkout and digital delivery through Payhip.
Google Sheets · Google account required