Monthly Budget Planner
$9.99Zero-based budget with up to 40 categories in Needs, Wants, Savings, and Debt, a 1,000-row transaction log, monthly budget vs actual, savings rate, a 50/30/20 check, and a 12-month view.
View product pageSave 29% Four workbooks $24.99
Budget, bills, sinking funds, and debt payoff, together.
The Personal Finance Bundle is $24.99 — $9.97 off the $34.96 price if you buy the four spreadsheets separately. Save 29%.
Instant digital download of all four. $, £, and € editions with sample data. Nothing ships. Personal use only.
30-day guarantee: if a file doesn't open or work for you, email hi@aisheetlogic.com and we'll fix it or refund you in full. Details
The four workbooks
One checkout. Each spreadsheet is included in $, £, and € editions with sample data. No macros.
What you get
Bill Tracker & Bill Calendar
$6.99Up to 40 bills, 5 repeat options, autopay labels, a 12-month due and paid checklist, a monthly calendar, and a dashboard with due, paid, still to pay, the next 7 days, and yearly cost by category.
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Sinking Funds Tracker + 52-Week Challenge
$7.99Up to 20 savings goals with progress bars, months left, needed per month, and on-track status, a 1,000-row deposit log, a dashboard, a monthly view, and an increasing or decreasing 52-week challenge.
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Debt Payoff Tracker
$9.99Up to 15 debts, a 30-year schedule, same-month rollover, Avalanche, Snowball, or a custom payoff order, and a monthly check-in tab.
View product pageSeparate vs bundle
Bought separately
$34.96
- Monthly Budget Planner · $9.99
- Bill Tracker & Bill Calendar · $6.99
- Sinking Funds Tracker + 52-Week Challenge · $7.99
- Debt Payoff Tracker · $9.99
Personal Finance Bundle
$24.99
- Same four workbooks
- $, £, and € editions with sample data
- One checkout
- Save 29%
30-day guarantee: if a file doesn't open or work for you, email hi@aisheetlogic.com and we'll fix it or refund you in full. Details
Excel, Google Sheets, and Apple Numbers
Each workbook opens in Excel 2016+, Google Sheets, and Apple Numbers. No macros.
Common questions
Do I get all four workbooks?
Yes. Monthly Budget Planner, Bill Tracker & Bill Calendar, Sinking Funds Tracker + 52-Week Challenge, and Debt Payoff Tracker. Same products as the individual listings, each in $, £, and € editions with sample data.
Which spreadsheet apps do they support?
Excel 2016 or newer, Google Sheets, and Apple Numbers. No macros. Details are on each product page.
Is this financial advice?
No. These are planning tools, not financial, tax, or legal advice. Personal use; do not resell or redistribute the files.
- Want the Christmas, 2027 annual, and wedding planners too? The Everything Finance Bundle has all seven spreadsheets.
All products
$7.99
Know what Christmas will cost before December: budget, gift list for 100, dinner, and a savings plan.
$9.99
Plan all of 2027: a 12-month plan, a tab for every month, yearly goals, and a year-end summary.
$9.99
Give every dollar a job: zero-based budget, 40 categories, budget vs actual, and a 12-month view.
$9.99
See your debt-free date and the interest you save: Snowball, Avalanche, or your own order.
$6.99
Never miss a due date: 40 bills, a monthly calendar, a paid checklist, and the next 7 days.
$7.99
Save for 20 goals at once, see what to put aside each month, plus a 52-week challenge.
$12.99
Budget vs actual, a payment calendar, vendors, guest RSVPs, and a countdown checklist.
$9.99
Budget vs actual, a payment calendar, vendors, guest RSVPs, and a countdown checklist for any party.
$4.99
Guests by household with live RSVP counts, meals, seating and thank-you notes.
Free: 52-Week Savings Challenge spreadsheet
Save a little more each week and see the running total. Increasing or decreasing, any starting amount. Excel, Google Sheets, and Apple Numbers. Enter your email at checkout and we send the file, plus a note when a new spreadsheet comes out.