Spreadsheet planners that
do the sums for you.
Six budget and planning workbooks with dropdowns, automatic totals, charts and colour alerts. Open them in Microsoft Excel or upload to Google Sheets. No macros, no add-ins. Each comes blank and sample-filled so you can see how it works first. Instant download after payment.
What is a spreadsheet planner?
A spreadsheet planner is a ready-made workbook for Excel or Google Sheets. You type in the yellow cells and everything else, such as totals, charts, grocery lists and overdue flags, calculates itself. Unlike a hyperlinked PDF planner, it does real arithmetic. It is not an app, so it does not connect to your bank.
Annual Budget Planner
Your whole year of money in one workbook: a dashboard with a year and month selector, 12-month overview, monthly planned-vs-actual budget, transactions, bills, paycheck planner, debt payoff for six debts (snowball or avalanche), savings and sinking funds, and a net-worth tracker.
Tabs: Dashboard, Monthly Budget, Year Overview, Transactions, Bills, Paycheck, Debt Payoff, Savings & Sinking Funds, Net Worth.
$14
Includes: a blank workbook and a sample-filled workbook (.xlsx) and a short guide.
Wedding Budget Spreadsheet
Plan the whole wedding in one workbook: a 17-category budget with estimated and actual paid, guest list with RSVP, table seating, vendor contacts, payment schedule, day-of timeline and a honeymoon budget that feeds the main total.
Tabs: Dashboard, Budget, Guest List, RSVP, Seating, Vendors, Payments, Timeline, Honeymoon.
$12
Includes: a blank workbook and a sample-filled workbook (.xlsx) and a short guide.
Meal Planner Spreadsheet
Pick a recipe for each meal from dropdowns and the grocery list and weekly cost work themselves out. Includes a recipe library with room for 120 ingredient lines, family-size scaling and a weekly budget check.
Tabs: Dashboard, Weekly Meal Plan, Recipe Library, Recipe Ingredients, Grocery List.
$10
Includes: a blank workbook and a sample-filled workbook (.xlsx) and a short guide.
Homeschool Planner Spreadsheet
One workbook for the school year: weekly lesson plan with completion %, curriculum budget, auto-generated attendance for each child, grades, reading log and field trips.
Tabs: Dashboard, Weekly Lesson Plan, Curriculum, Attendance, Grades, Reading Log, Trips.
$12
Includes: a blank workbook and a sample-filled workbook (.xlsx) and a short guide.
Freelancer Bookkeeping Spreadsheet
Simple bookkeeping for freelancers and small businesses: income and expense logs, invoice tracker with overdue flags, client list, monthly summary, profit and a tax set-aside from your own rate.
Tabs: Dashboard, Monthly Summary, Income Log, Expense Log, Invoices, Clients.
$14
Includes: a blank workbook and a sample-filled workbook (.xlsx) and a short guide.
ADHD Budgeting Spreadsheet
A calm, visual budget for brains that dislike spreadsheets: just three numbers on the dashboard, a brain dump to park money thoughts, a monthly budget, transaction log with an impulse tick and small-wins tracking.
Tabs: Dashboard, Brain Dump, Monthly Budget, Transactions, Small Wins.
$12
Includes: a blank workbook and a sample-filled workbook (.xlsx) and a short guide.
All six and save 34%
All Six Spreadsheet Planners
Annual Budget, Wedding Budget, Meal Planner, Homeschool, Freelancer Bookkeeping and ADHD Budgeting, each blank and sample-filled.
$74 $49
Start in four steps
- Download the .xlsx files from the thank-you page, your order email or My Account.
- Open in Excel, or in Google Sheets choose File, Import, Upload.
- Type only in the yellow cells. Pick categories from the dropdowns.
- Save a copy of the blank file so you can start fresh each year.
Spreadsheet planner questions
Do they work in Google Sheets?
Yes. Upload the .xlsx file to Google Drive and open it with Google Sheets, or use File, Import. They use standard formulas only, with no macros.
Do they work in Excel?
Yes. They are standard .xlsx workbooks for Excel 2010 or newer, on Windows and Mac. The Excel desktop app is not required for Google Sheets users.
What is the sample-filled copy?
A second copy with example data, so you can see how each tab behaves. Use the blank copy for your own numbers.
Do they connect to my bank?
No. You enter transactions yourself, so your data stays private in your own file.
Can I edit the categories?
Yes. Category lists and labels are plain cells you can rename. Keep names consistent between tabs so totals still add up.
How do I download after paying?
Your download links appear on the thank-you page, in your order email and in My Account under Downloads, as soon as payment is confirmed.
Can I share or resell the files?
No. They are for your own personal or small-business use. Redistribution and resale are not permitted.