Personal Finance
Track budgets, savings, debt and household spending with straightforward personal finance spreadsheets.
These spreadsheets are planning tools. They do not replace professional financial or tax advice.
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Personal Finance tools
Moving Cost Estimator
Budget a move properly and compare removal quotes that cover different things.
- Google Sheets
- Excel
First Home Setup Budget
Buy in the order things are needed, not the order they are noticed.
- Google Sheets
- Excel
Subscription Audit
Find how much of your recurring spend belongs to things you stopped using.
- Google Sheets
- Excel
ADHD-Friendly Budget Tracker
One simple page, dark mode, no categories to overthink — just log and see your balance.
- Google Sheets
- Excel
Home Reset System
Room-by-room checklists, pantry inventory and a repeatable weekly reset.
- Google Sheets
- Excel
52 Week Savings Challenge Tracker
Save a set amount each week and watch your total grow automatically.
- Google Sheets
- Excel
Subscription Cost Tracker Dashboard
See every subscription's cost, renewal date and category in one dashboard.
- Google Sheets
- Excel
Debt Snowball and Avalanche Payoff Tracker
Compare snowball and avalanche payoff order side by side, then track every payment.
- Google Sheets
- Excel
Christmas Gift Budget Tracker
Plan gifts and budget per person, then track what's bought and wrapped.
- Google Sheets
- Excel
Black Friday Deal Tracker
Compare prices across stores and track real discount percentage before you buy.
- Google Sheets
- Excel
Thanksgiving Holiday Dinner Planner
Menu, guest list, shopping list, cooking timeline and budget for the big meal.
- Google Sheets
- Excel
2027 Annual Budget Planner
Monthly budgets, bill calendar, savings goals and net worth tracking for the full year.
- Google Sheets
- Excel
Secret Santa Gift Exchange Organizer
Draw names, collect wishlists and track budgets for a group gift exchange.
- Google Sheets
- Excel
Book Reading Journal
Track every book you read — pages, dates and rating — with totals calculated automatically.
- Google Sheets
- Excel
Cleaning Schedule Chore Chart
A weekly chore schedule, a completion log, and chores broken out by household member.
- Google Sheets
- Excel
Monthly Budget Planner
Income, transactions and category limits compared automatically each month.
- Google Sheets
- Excel