Personal Finance Excel Templates
Replaces YNAB · Monarch Money · Copilot
Daily spending control, savings goals, health check alerts.
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Net Worth Tracker
Replaces Empower / Monarch Money
~$20/mosave ~$240/yrMonthly-snapshot net worth ledger — assets vs debts across cash, investments, crypto, real estate, vehicles, and loans.
$11.00 → -
Investment Portfolio Tracker
Replaces Sharesight
~$19/mosave ~$228/yrHoldings + transactions log with per-position gain/loss, % of portfolio, and asset-class breakdown across all accounts (Roth, 401k, taxable, crypto).
$11.00 → -
Savings Goal Tracker
Replaces Monarch Money
~$15/mosave ~$180/yrMulti-goal savings system for tracking emergency funds, travel, purchases, and life milestones with automatic progress and timeline calculations.
$7.00 → -
Daily Budget Planner
Replaces YNAB
~$15/mosave ~$180/yr24-sheet personal budget system — daily tracking, recurring bills, savings goals, habit scoring, Monthly Dashboard, and Control Checks that flag overspending early.
Free → -
Debt Payoff Planner
Replaces Undebt.it Pro / YNAB
~$12/mosave ~$144/yrReplaces Undebt.
$7.00 → -
Subscription & Bill Tracker
Replaces Rocket Money Premium
~$12/mosave ~$144/yrRecurring subscription and bill management system that calculates true monthly and annual cost, flags non-essential spend, and tracks renewal dates.
$7.00 → -
Sinking Funds Planner
Replaces Goodbudget Plus
~$8/mosave ~$96/yrEnvelope budgeting for irregular expenses — Christmas, car repairs, insurance premiums, property tax, vacation.
$7.00 →
If you're moving from YNAB
- YNAB → Account Activity → Export CSV
- Paste into the Transactions tab
- Health Check dashboard auto-updates