14 connected worksheets
Dashboard, transactions, budgets, bills, paychecks, debt, goals, subscriptions, sinking funds, net worth, annual reviews and more.
Money Reset Dashboard is a beginner-friendly digital money planner to help you understand what's coming in, what's going out, and what you want to save. Enter your own numbers and let the spreadsheet calculate your totals.
Use the Mobile Dashboard in the Google Sheets app or Microsoft Excel mobile. The downloadable mobile Excel file can be imported into Google Sheets. Look for the ADD SPENDING and ADD INCOME tabs to enter amounts; the PHONE HOME tab shows totals automatically.
Instant digital product · One-time purchase · No physical shipping.
The desktop version requires compatible spreadsheet software such as Microsoft Excel. The mobile version is an .xlsx workbook that can be opened in compatible spreadsheet apps; importing to Google Sheets may change minor formatting. The separate one-tap Google Sheets access PDF is included with your digital purchase. Tap its link and sign in to Google to make an editable personal copy. The shared master is view-only; your copy is private unless you choose to share it. You enter transactions manually; there is no bank connection, bill payment, or automatic transaction import. Debt timelines are estimates, not guarantees. This product is an organizational tool, not individualized financial, tax, or investment advice.
No complicated subscriptions. No bank connection required. Just thoughtful tools you can edit, use and keep organized in one place.
Dashboard, transactions, budgets, bills, paychecks, debt, goals, subscriptions, sinking funds, net worth, annual reviews and more.
Monthly summaries, category comparisons and progress estimates update from the information you enter.
A 13-page PDF guide helps you replace the fictional example data and build a simple weekly check-in.
Plan around paydays, track spending, make room for goals and review your progress without switching between notebooks and apps.
This is a Microsoft Excel-based, manual-entry planning product. It does not connect to financial accounts or automatically import bank transactions. Debt payoff timelines are estimates; results vary. It is not individualized financial advice.