One screen a week · 3 priorities · Sunday review
- Google Sheets
- Excel
New: The Sunday Reset — a free one-page plan for your week.Get it free
Write what comes in and what goes out. The sheet sorts every expense into fixed, flexible and saved, and tells you what is left this month.
Also in Complete Life OS, with the other three templates in Pro. $26 for all four. See bundle →
Look inside
| Date | What | Kind | Amount | Leftauto |
|---|---|---|---|---|
| Oct 1 | Rent | Fixed | $1,250 | $2,150 |
| Oct 3 | Groceries | Flexible | $86 | $2,064 |
| Oct 5 | Electricity | Fixed | $74 | $1,990 |
| Oct 8 | Trip fund | Saved | $200 | $1,790 |
| Oct 12 | Dinner out | Flexible | $48 | $1,742 |
| Left this monthauto | $640 | |||
| Fixed · Flexible · Saved | 52% · 30% · 16% | |||
What’s inside
You write each expense once. The summary, the half-donut and the year view do the rest.
Money in, money out, one line each.
Fixed, flexible and saved, with what’s left this month.
Twelve months side by side. See which ones ran over.
Your categories, your currency and the day your month starts.
Six short steps, with pictures. Read once, then forget it.
A real month from a made-up home, with every expense in its place. Plus starter categories for living alone, as a couple and as a family.
Set up
Your files are in your library right after payment. We also email you the link.
In Google Sheets, click “Make a copy”. In Excel, just open the .xlsx file.
Once, in Settings. Every month starts from there.
Formats
The spreadsheet does the math. The PDF is for people who like paper: same layout, you tick with a pen.
| Google Sheets | Excel | ||
|---|---|---|---|
| What’s left counts itself | Yes | Yes | —No |
| Expenses sort themselves | Yes | Yes | —No |
| Works on phone and tablet | Yes | Yes | Yes |
| Print at home (A4, US Letter) | Yes | Yes | Yes |
| What you need | Free Google account | Excel 2016 or newer | A printer |
Reviews
“I started with the budget only. Three months later, I added the rest.”
“The half-donut tells me in one second if it was a good month.”
“We fill it in together on the first of the month. Ten minutes.”
Beatriz A.· Verified purchase
Clean, quiet design. Nothing I don’t use.
Sophia T.· Verified purchase
Works the same in Google Sheets and on my phone.
Emily C.· Verified purchase
Works the same in Google Sheets and on my phone.
Questions
Still not sure? Write to us. A real person answers within a day.
Goes well with
One screen a week · 3 priorities · Sunday review
8 habits a month · streaks · month chart
Home Budget · Standard$9
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