From blank sheet to a clear plan in ten minutes.
Four steps, start to dashboard.
Step 1
Open it in Google Sheets
Download the file, upload it to your Google Drive and choose File → Save as Google Sheets. It’s yours to edit.
Step 2
Set your plan
Choose the categories you’ll use and a monthly amount. Not sure? Start with the suggested amounts and adjust.
Step 3
Add spending as it happens
A minute a week keeps it accurate.
Step 4
Read your insights (dashboard)
See what’s over plan and which categories are under-used, so you can move money where it’s needed.
Moving up later.
- Get the Budget Sheet or the dashboard and open it in Google Sheets.
- Paste your entries into the same tabs. The layout is identical.
- Everything fills in by itself.