Excel + Google Sheets

Personal Finance Spreadsheet Bundle

A practical workbook for budgeting, debt payoff, subscriptions and monthly cash flow. Start with the free CSV analyzer, then upgrade to the full bundle or a custom dashboard.

Try CSV analyzer Buy bundle USD 15 Custom dashboard

Spreadsheet product

Turn messy transactions into a monthly money view.

The bundle includes an editable workbook, a transaction CSV template and a 30-day money cleanup plan. It is useful for personal budgets, couples, freelancers and small businesses that are not ready for complex accounting software.

Budget

Monthly income, expenses, available cash and savings rate.

Debt

Payment plan, estimated months and simple priority signals.

Recurring

Recurring payments, renewal dates and potential savings.

Personal finance spreadsheet dashboard preview

Custom finance dashboard service preview

Higher-ticket service

Need it done for you? Send a CSV or Excel export.

I clean the file, normalize categories and deliver a dashboard in Excel or Google Sheets. No bank logins, passwords or full card numbers are needed.

Open order brief Email request

Pricing

Two ways to get from raw data to decisions.

Spreadsheet bundle

USD 15

Workbook, CSV template, buyer README, license and 30-day money cleanup PDF.

Manual delivery by email after PayPal receipt.

Custom dashboard

USD 49

CSV/XLSX cleanup, categories, dashboard and one revision for up to 300 rows.

Send an exported file or anonymized sample. Do not send bank passwords or sensitive credentials.