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Budgeting & personal finance

Budgeting & Personal Finance Templates

Set up a money system that actually sticks, without the spreadsheet stress. Whether you want to give every dollar a job with the Zero-Based Budget Spreadsheet, track your whole year in the Annual Budget Spreadsheet, or watch every expense in the Expense Tracker Spreadsheet, there's a ready-made tool here. Paying down debt? The Debt Payoff, Debt Snowball, and Debt Avalanche spreadsheets each match a different strategy. Prefer one calm place for it all? The Notion Budget Tracker keeps money and goals together, and the Finance Bundle wraps budgeting, debt, net worth, expenses, and savings into one $29 system worth $67 on its own.

Notion Budget Tracker previewNotion template

Notion Budget Tracker

Keep your money, goals, and monthly spending in one calm, clear place. See where everything stands at a glance and stay on budget without the spreadsheet stress.

Zero-Based Budget Spreadsheet previewSpreadsheet

Zero-Based Budget Spreadsheet

Give every dollar a job and know your plan balances to zero. Compare planned versus actual so nothing quietly slips through.

Annual Budget Spreadsheet previewSpreadsheet

Annual Budget Spreadsheet

See your whole year on one grid — income, expenses, and savings. Plan for real life, not just this month.

Monthly Budget Planner previewPrintable planner

Monthly Budget Planner

Plan each month's income, bills, and savings in one clear printable. Start every month knowing exactly where you stand.

Paycheck Planner previewPrintable planner

Paycheck Planner

Give every single paycheck a plan — bills, spending, and savings. Know what each deposit means before it lands.

Expense Tracker Spreadsheet previewSpreadsheet

Expense Tracker Spreadsheet

Log every dollar and finally see where your money actually goes. Find the leaks and keep the good stuff.

Financial Dashboard Spreadsheet previewSpreadsheet

Financial Dashboard Spreadsheet

Your entire financial picture at a glance — net worth, budget, and spending. Check in and feel in control.

Debt Payoff Spreadsheet previewSpreadsheet

Debt Payoff Spreadsheet

See your whole debt picture, choose your payoff strategy, and make the plan feel doable. Progress you can watch move, month after month.

Debt Snowball Spreadsheet previewSpreadsheet

Debt Snowball Spreadsheet

Turn your debt payoff into a plan you can actually see. Track every balance and watch your snowball grow as each debt disappears.

Debt Avalanche Spreadsheet previewSpreadsheet

Debt Avalanche Spreadsheet

Tackle highest-interest debt first and pay less overall. Watch the math work in your favor as each balance falls.

Bill Tracker Spreadsheet previewSpreadsheet

Bill Tracker Spreadsheet

See every due date, what's paid, and what's coming at a glance. Never be surprised by a bill again.

Net Worth Tracker Spreadsheet previewSpreadsheet

Net Worth Tracker Spreadsheet

Assets minus liabilities, tracked month by month. Watch your net worth grow and know exactly where you stand.

Subscription Tracker Spreadsheet previewSpreadsheet

Subscription Tracker Spreadsheet

Surface every subscription you're paying for and see the true yearly cost. Cut what you don't use and keep what you love.

Savings Goal Tracker previewPrintable tracker

Savings Goal Tracker

Turn any savings goal into a visual you'll love watching fill up. Log deposits, hit milestones, and keep your momentum going.

Emergency Fund Tracker previewPrintable tracker

Emergency Fund Tracker

Build your 3–6 month safety cushion with a clear monthly plan. Sleep easier, one deposit at a time.

Income Tracker Spreadsheet previewSpreadsheet

Income Tracker Spreadsheet

Track every source of income — even the irregular ones. Know what's really coming in, month to month.

Investment Tracker Spreadsheet previewSpreadsheet

Investment Tracker Spreadsheet

See your whole portfolio in one sheet — holdings, allocation, and gains. Understand your money as it works for you.

Retirement Planner Spreadsheet previewSpreadsheet

Retirement Planner Spreadsheet

Project your future balance and see exactly what it takes to get there. Retire with a number, not a hope.

Sinking Fund Planner previewPrintable planner

Sinking Fund Planner

Save ahead for big expenses with clear monthly contributions. Brace for life's big costs without the panic.

Financial Tracker previewPrintable tracker

Financial Tracker

Budget, expenses, net worth, and debt payoff — your whole money life at a glance. One place to feel in control.

52 Week Saving Tracker previewPrintable tracker

52 Week Saving Tracker

Save steadily all year with a simple 52-week grid and milestones. Small weeks that add up to big momentum.

Savings Planner previewPrintable planner

Savings Planner

Set savings goals, plan your deposits, and watch the balance grow. Money you're building on purpose.

Bill Payment Tracker previewPrintable tracker

Bill Payment Tracker

Never miss a due date again — track bills, amounts, and paid status. Zero surprises, always caught up.

Minimalist Budget Planner previewBudgeting

Minimalist Budget Planner

A calm, line-led budget system — one clean page per job, no decoration, no noise. Print fresh copies every month, or drop it into GoodNotes and write with a stylus. You always know exactly where your money went.

Dark Mode Budget Planner previewBudgeting

Dark Mode Budget Planner

A dark, high-contrast budget system — stat tiles, dark panel grids and coral accents that pop. Print it, or write on it directly in GoodNotes. Your money in a system that's easy on the eyes.

Soft Pastel Budget Planner previewBudgeting

Soft Pastel Budget Planner

A friendly, card-based budget system — blush, mint and lavender cards that make money feel manageable, not scary. Print it for the fridge, or keep it in GoodNotes. Gentle on the numbers, serious about the math.

Professional Budget Planner previewBudgeting

Professional Budget Planner

A formal, columnar budget system — stat boxes, plan/actual/variance, crisp corporate rules. Print fresh copies every month, or open it in GoodNotes. Your money, managed like business.

Bold & Colorful Budget Planner previewBudgeting

Bold & Colorful Budget Planner

A high-energy, big-block budget system — thick color blocks per bucket, large numerals, playful trackers. Print fresh copies every month, or drop it into GoodNotes. Budgeting with personality.

Floral Budget Planner previewBudgeting

Floral Budget Planner

A feminine, ornamental budget system — framed panels, decorative borders and gentle blush-rose blooms. Print fresh copies every month, or open it in GoodNotes. Quietly beautiful budgeting.

Industrial Budget Planner previewBudgeting

Industrial Budget Planner

A blueprint-grade budget system — grid paper, part-numbered rows, plan/actual/variance and a 12-month spec sheet. Print fresh copies every month, or open it in GoodNotes. Your money, built to spec.

Family Budget Planner previewBudgeting

Family Budget Planner

A household command center — person lanes, allowance and chore rows, and a one-team savings goal on the fridge. Print fresh copies every month, or open it in GoodNotes. One board, every person, every dollar.

Student Budget Planner previewBudgeting

Student Budget Planner

A term-ledger budget system — semester timeline, weekly allowance ledger, and due-date rows for tuition and rent. Print fresh copies every month, or open it in GoodNotes. A semester of money, planned week by week.

Small Business Budget Planner previewBudgeting

Small Business Budget Planner

A cash-flow budget system — revenue vs expense columns with a running balance, a quarterly tax jar, and an invoice-status tracker. Print fresh copies every month, or open it in GoodNotes. Revenue in, expenses out, tax set aside.

Budget Planner Design Collection previewBudgeting

Budget Planner Design Collection

Five complete budget planner designs in one bundle — Minimalist, Dark Mode, Soft Pastel, Professional, and Bold & Colorful, plus a guide. A $45 value for $29 — save $16, and match the planner to the planner in you.

Finance Bundle previewBundle

Finance Bundle

Five complete finance tools in one — budget, debt, net worth, expenses, and savings. A full money system for one price.