Bundle - 8 Templates
Complete Money Management System
A complete system for managing money - from daily expenses to retirement projections. Eight templates that together cover budgeting, planning, wealth tracking, tax preparation, and travel. One purchase, every tool you need.
Why This Bundle
Why a Complete System Beats Piecemeal Tools
Most people cobble together different apps, spreadsheets, and tools for different financial tasks. A complete system means everything works in a consistent format, in one place.
Consistent format across all areas
All eight templates share the same design philosophy: clean structure, customizable categories, automatic calculations. Learn one, and the others feel familiar. No switching between different apps with different interfaces.
Nothing left untracked
Spending, income, assets, debts, taxes, retirement, travel - each has its own dedicated template. No awkward workarounds or cramming unrelated data into a template that was not designed for it.
Privacy across the board
Every template lives in your Google Drive. No financial data shared with third-party apps, no subscription services with access to your information. Complete privacy for your complete financial picture.
The deepest savings
Buying all eight templates individually costs $258. The complete system is $129 - you save $129, which is more than half off.
What's Included
Your Complete Money Management Toolkit
Financial Planning
$39 individuallyThe planning hub. Define financial goals, track net worth, monitor assets and debts, and project your trajectory. Where strategy meets numbers.
View templateNet Worth Tracker
$29 individuallyDetailed wealth tracking with milestones and trends. See your financial position change over months and years.
View templateMonthly Budgeting
$19 individuallyYour most-used template. Track every transaction, manage category budgets, and understand monthly cash flow in real time.
View templateAnnual Budgeting Planner
$39 individuallyThe 12-month overview that connects individual months into a year-long financial story. Plan ahead and compare reality to expectations.
View templateMonthly Expense Tracker
$10 individuallySimple expense logging for when you want tracking without the full budget structure. A lighter complement to the monthly budget template.
View templateAnnual Tax Planner
$49 individuallyYear-round tax preparation. Income tracking, deduction management, and estimated payment planning in one organized sheet.
View templateRetirement Planning
$59 individuallyLong-term projections for retirement planning. Year-by-year modeling to understand when and how you can retire.
View templateTravel Budget Planner
$14 individuallyTrip-by-trip budgeting that keeps travel spending visible and planned. From weekend getaways to month-long adventures.
View templateSee the Templates
What you get in this bundle
Browse screenshots from all 8 templates included in this bundle. Each template is a separate Google Sheets file you can customize to fit your needs.
- 8 complete spreadsheet templates
- Automatic calculations and charts
- Fully customizable categories
- Works in Google Sheets (free)
- Your data stays in your Google Drive
Complete financial overview with net worth and goals
Set and track progress toward financial milestones
Track your net worth over time with charts
Breakdown of all your assets
Dashboard with income, expenses, and savings at a glance
Log transactions with automatic categorization
Overview of your trip budget with totals and categories
Track flights, hotels, and other bookings in one place
Full year budget overview with monthly breakdown
See how your budget is allocated across categories
Monthly expense overview with charts
Log every expense with dates and categories
Annual tax overview with key figures
Detailed tax breakdown and projections
Complete retirement overview with projections
Project your retirement savings growth
Common Questions
Complete Money Management System - FAQ
How is this different from using a budgeting app?
Apps typically focus on one thing - usually transaction tracking. This system covers planning, budgeting, net worth, taxes, retirement, and travel. And since it is spreadsheets, you have complete control over structure, formulas, and data.
What if I only use some of the templates?
That is perfectly fine. Many people start with two or three templates and add others over time. Having them available means you can expand when ready without buying more.
Is there a monthly fee?
No. This is a one-time purchase. You get all eight templates and they are yours permanently. No subscription, no renewal, no recurring charges.
Do I need Google Workspace or a paid Google account?
No. A free Google account is all you need. Google Sheets is free, and the templates work with any Google account.
Can I customize the templates to fit my situation?
Every template is fully customizable. Add or remove categories, adjust formulas, change layouts - they are your spreadsheets to modify however you want.
Can't find the answer you're looking for? Contact our team
Get the Complete Money Management System
8 templates, one purchase. No subscription. Your financial data stays in your Google Drive.