Free Template

Your money. Your plan. Your budget.

A free, all-in-one Google Sheet to map every paycheque: what covers essentials, what reduces debt, and what grows wealth. View it instantly, with no account or sign-up needed here.

Open the Budgeting Template
Google Sheets

Budgeting Template

One comprehensive spending plan that covers everything from your monthly budget to your long-term goals. It includes:

  • Monthly Spending Plan
  • Personal Financial Snapshot
  • Dashboard
  • Goals Tracker
  • Accounts
  • Tax Savings
  • Budget Link
View Template

Good to know: the template is shared as view-only, so anyone can look through it without signing in. To get your own editable copy, request edit access directly in Google Sheets. Requesting access shares your name and the email address tied to your Google account with the file's owner.

How to Use It

Build your budget in five steps

  1. Open the template. No sign-in is needed to look around.
  2. Start with the Monthly Spending Plan. Enter your take-home pay, then list your needs, wants, and savings.
  3. Fill in your Personal Financial Snapshot. List what you own and what you owe to see your net worth.
  4. Set goals in the Goals Tracker. Add a target amount and date for each goal, like an emergency fund or a down payment.
  5. Review once a month. A short monthly check-in is usually enough to stay on track.
Next Step

Turn your budget into a plan.

Bring your numbers to a complimentary conversation.

We'll help you make sense of what your budget shows and build a plan around what matters most to you.

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