Personal Finance Templates
Each paid workbook includes a full operator flow: command, scenario, execution, and industry edge sheets.
$84Weekly Net
18%Savings Rate
+16
Free
Daily Budget Planner
A simple personal spreadsheet for tracking daily income, bills, spending, and savings habits.
Cover
Start Here
Daily Log
Help & FAQ
Version Notes
$84 Weekly Net
18% Savings Rate
3 Summary Tabs
Starter personal workbook
$16.8kTotal Saved
42%Avg Progress
+8
Starter
Savings Goal Tracker
Multi-goal savings planner for individuals tracking emergency funds, travel, purchases, and life milestones with automatic progress and timeline calculations.
Goals Dashboard
Savings Log
Monthly Summary
Execution Board
Industry Edge Board
$16.8k Total Saved
42% Avg Progress
8 Goals
Core operating dashboard + workflow
12Active Subs
$310Monthly
+8
Starter
Subscription & Bill Tracker
Recurring subscription and bill management workbook that calculates true monthly and annual cost, flags non-essential spend, and tracks renewal dates.
Active Subscriptions
Bill Calendar
Monthly Spend
Execution Board
Industry Edge Board
12 Active Subs
$310 Monthly
4 Non-Essential
Core operating dashboard + workflow