Instant digital download · Works in Google Sheets and Excel
Clear Budget Planner: Annual Budget and Finance Dashboard on laptop, tablet and phone
Instant download · Excel & Google Sheets · 365-day guarantee

Know where every dollar goes, in about 15 minutes a week.

Complete Finance Dashboard and Annual Budget System for Google Sheets & Excel

One spreadsheet for your whole year: income, bills, savings, debt and net worth, with the math done for you.

  • 12 monthly budgets plus a yearly dashboard that updates itself
  • Debt payoff plan (Snowball or Avalanche) built in
  • One-time $29. No subscription, no app to log into
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IT'S TIME TO TAKE CONTROL OF YOUR FINANCES.

Best deal! Includes monthly budgeting, debt snowball/avalanche, savings goals, bill tracking, and net worth calculator spreadsheets, plus 7 bonuses and 3 surprise gifts.

Sound familiar?

You work hard. So why is there nothing left at the end of the month?

“I have no idea where the money goes.”

“We make okay money, but it's gone by the 20th.”

“I tried the apps. One more subscription to pay for.”

“My spouse and I never look at the same numbers.”

We can't improve our financial picture until we understand where our money is going. But figuring out your finances can feel overwhelming, right?!

Budgeting apps charge you every month, lock your history behind a login and still leave you guessing. A blank spreadsheet means hours of building formulas that break the first time you add a row. And a one-month budget can't show you the big picture: where the whole year is heading.

Comparison: a budget app subscription charged 12 times a year versus a single $29 one-time Clear Budget Planner

Without a system

  • Bills sneak up and get paid late
  • Debt feels endless, no payoff date
  • Savings goals stay “someday”
  • Money fights, or avoiding the topic

With one clear plan

  • You see what's due, paid and coming
  • A payoff date and total interest, calculated
  • Every goal funded a little each month
  • One shared view you both trust
Before and after: scattered bills and stress without a system, calm and one clear dashboard with a plan
How it works

The Complete Finance Dashboard and Annual Budget System

It organizes all of your spending, saving, and net worth information in one place, so you can always be confident you are making smart financial decisions. (Which allows you to keep more of your hard-earned cash! 🎉)

1

Set your year once

Fill in the Annual Plan with your income, bills, savings and debt. Pick a budget amount for each category. That's the only setup.

2

Log in 15 minutes a week

Type each purchase in that month's tab. Plan vs. actual, what you've spent and what's left, all calculated automatically.

3

Watch the picture build

The Dashboard and Year Summary roll everything up. Bills get paid, debt drops, savings and net worth grow, with charts to prove it.

Three steps: set your year once, log 15 minutes a week, see the year on your dashboard
Weekly Money Reset: a 15-minute clock split into log purchases, check bills and move savings
Get instant access — $29
What to expect

Everything in one place, all working together

Open it in Google Sheets or Excel and it just works. Every tab feeds the next.

Diagram: the Annual Plan feeds twelve monthly tabs, which roll up into the Dashboard and Year Summary, Bill Tracker, Savings Goals, Debt Payoff and Net Worth
Annual Plan tab with income, bills and savings categories
ANNUAL PLAN

Plan the whole year in one tab

🌟 An easy-to-use Annual Plan tab helps you organize all of your income, bills, variable expenses, savings, and debt and set budget amounts for each category.

Monthly budget tab with transaction log
12 MONTHLY TABS

Twelve months that do the math for you

🌟 Twelve monthly budget tabs (Jan–Dec) track all of your transactions and do all the math for you, so you always know how much you've spent and how much you have left to spend in each category for the month.

Finance Dashboard with charts
DASHBOARD + YEAR SUMMARY

See the full picture, with charts

🌟 A comprehensive Dashboard and Year Summary automatically roll up the information from your 12 monthly tabs, giving you a running total of how much you've spent, saved, or earned in each category throughout the year. Pretty charts and graphs measure your progress.

Bill Tracker with paid and upcoming bills
BILL TRACKER

Never miss a due date

🌟 The Bill Tracker shows what's due, what's paid, and what's coming up at a glance so you can manage your cash flow more effectively.

Savings Goals tab with progress bars
SAVINGS GOALS

Save for what matters, a little at a time

🌟 Saving money is much more fun with the Savings Goals tab. Put away a little bit of money each month for vacation, holidays, house projects, or other financial goals so when the time comes, you'll already have the cash ready to go!

Debt Payoff tab with Snowball and Avalanche plan
DEBT PAYOFF

A payoff date, not a guess

🌟 Use the Debt Snowball or Debt Avalanche Method to pay down your debt. Just enter your debt details, and the Debt Payoff tab automatically creates a payoff plan for you, with your payoff date and total interest. Track your progress with beautiful charts.

Debt Snowball (smallest balance first) versus Debt Avalanche (highest interest first), switch with one click
Net Worth calculator by month
NET WORTH

Watch your net worth grow

🌟 The Net Worth Calculator gives you a bird's eye view of your financial picture, allowing you to update your assets and liabilities monthly so you can watch your net worth grow over time!

Start Here page with 5 setup steps
START HERE

Set up in minutes, on any device

🌟 This spreadsheet works in Google Sheets with your free Google account (just import the .xlsx file) and in Microsoft Excel, on your computer, smartphone, or tablet. A step-by-step Start Here page walks you through the 5 setup steps.

Five setup steps: download the xlsx, upload to Google Drive, open with Google Sheets, save as Google Sheets, fill in the Annual Plan
What's inside

What You'll Receive

The finished planner, a filled-in example to learn from, and a quick-start guide.

21tabs
12monthly budgets
150transactions per month
2debt methods
2files: blank + example
Free with your order

7 bonuses + 3 surprise gifts

Included at no extra cost when you get the planner today. The 3 surprise gifts unlock inside your member area.

Money Toolkit web app
Bonus #1

Money Toolkit web app

Run quick what-if numbers from your phone, anywhere, without opening the spreadsheet.

$19 valueFree today
Getting Started guide
Bonus #2

Getting Started guide

Be set up in Google Sheets or Excel in minutes instead of figuring it out alone.

$9 valueFree today
Biweekly Paycheck Budget Planner
Bonus #3

Biweekly Paycheck Budget Planner

Know which bills each paycheck covers, so a tight week never surprises you.

$19 valueFree today
52-Week Savings Challenge
Bonus #4

52-Week Savings Challenge

A simple weekly check-off that builds a savings pile without feeling it.

$9 valueFree today
Debt-Free Game Plan workbook
Bonus #5

Debt-Free Game Plan workbook

Pick Snowball or Avalanche, map every debt and see your 12-month payoff plan.

$19 valueFree today
Cut-Your-Bills Call Scripts
Bonus #6

Cut-Your-Bills Call Scripts

Word-for-word scripts to lower internet, phone and insurance bills in one call.

$17 valueFree today
Printable Monthly Budget Pages
Bonus #7

Printable Monthly Budget Pages

Prefer pen and paper? Print a clean page for every month of the year.

$15 valueFree today
No-Spend Challenge Tracker
Surprise gift #1

No-Spend Challenge Tracker

Reset spending habits with a 30-day check-off calendar and a running streak.

$12 valueFree, unlocked in your member area
Couples Money Date Kit
Surprise gift #2

Couples Money Date Kit

Turn money talks into a calm monthly date, with a ready agenda and questions.

$12 valueFree, unlocked in your member area
Year-End Money Review
Surprise gift #3

Year-End Money Review

Close the year with a clear look at wins, leaks and next-year goals.

$9 valueFree, unlocked in your member area
Your offer

Everything you get today

One payment. Yours to keep. No monthly fees, ever.

Clear Budget Planner · Complete Bundle
Complete Finance Dashboard and Annual Budget System
21 tabs, blank + filled example, Google Sheets & Excel$49
Money Toolkit web app$19
Getting Started guide$9
Biweekly Paycheck Budget Planner$19
52-Week Savings Challenge$9
Debt-Free Game Plan workbook$19
Cut-Your-Bills Call Scripts$17
Printable Monthly Budget Pages$15
No-Spend Challenge Tracker
Surprise gift, unlocked in your member area$12
Couples Money Date Kit
Surprise gift, unlocked in your member area$12
Year-End Money Review
Surprise gift, unlocked in your member area$9
365-day money-back guaranteeIncluded
Total value: $189
$29
One-time payment · Save 85% today
Get instant access — $29

Instant digital download · nothing physical ships.

What you get, exactly

No guesswork about what's inside

21

tabs in the main planner: Dashboard, Annual Plan, Jan–Dec, Year Summary, Bill Tracker, Savings Goals, Debt Payoff, Net Worth

10

bonuses: 7 included files and apps plus 3 surprise gifts in your member area

2

versions of the planner: blank and a fully filled-in example to copy from

365

day money-back guarantee, and you keep the files

⚡

Instant access by email right after checkout. Works in Excel and Google Sheets

$29

paid once. No subscription, no account to keep paying for

Get instant access — $29
365day
guarantee

Try it for a full year. Keep it or get your money back.

Use the planner for a whole budgeting year. If it doesn't help you see where your money goes, email us within 365 days and we'll refund your purchase. No hoops, no questions.

Questions, answered

What will I receive after checkout?

Instant access to your files, and a link to download them will also be delivered to your email inbox with instructions for opening your spreadsheet. This is a digital product. Nothing physical will ship.

Does it work in Google Sheets and Excel?

Yes. In Google Sheets, import the .xlsx file with your free Google account. In Microsoft Excel it opens directly, on your computer, smartphone, or tablet.

What is the difference between this and a simple monthly budget?

The Complete Finance Dashboard and Annual Budget System includes 21 tabs for tracking your finances: a simple Annual Plan, a transaction log in every month, 12 monthly budgeting tabs, Dashboard and Year Summary, Bill Tracker, Savings Goals, Debt Payoff (Snowball or Avalanche) and a Net Worth Calculator. A single monthly budget tab does not include an annual rollup of your spending.

Is it too complicated for me?

You fill in the Annual Plan once, then log transactions about 15 minutes a week. The example workbook shows you how it looks filled in, and the Start Here page walks you through setup. Use only the tabs you need.

Can my partner and I use it together?

Yes. Keep it in Google Sheets and share it, so you both see the same numbers.

Is there a monthly fee?

No. It's a one-time payment of $29. You keep the files forever.

What if it's not for me?

You're covered by our 365-day money-back guarantee.

Take control of your finances today

Organizing your finances is simple (and surprisingly fun!) with the Complete Finance Dashboard and Annual Budget System. Snag your copy today and get ready to take control of your finances for good. 💕

$49.00$29.00Save 41%
Get instant access — $29

Instant access · 365-day guarantee · one-time payment

Note: The Complete Finance Dashboard and Annual Budget System includes a monthly budget, debt snowball/avalanche, savings goals, bill tracker, and net worth calculator, plus additional tabs. This spreadsheet is for informational purposes only and does not constitute personalized financial advice.

Get instant access — $29