Bundle - 5 Templates
Wealth Building Bundle
Building wealth is not just about earning more - it is about tracking where money goes, measuring what you have, and planning where you want to be. Five templates that cover each part of that equation.
Why This Bundle
Why Wealth Building Needs Multiple Tools
People who build wealth over time tend to do a few things consistently: they track spending, measure net worth, and plan ahead. These templates support each of those habits.
Track what you spend to find what you can save
The monthly budget reveals spending patterns. Many people discover meaningful savings opportunities just by categorizing their expenses for a few months.
Measure net worth to see real progress
Income and expenses tell part of the story. Net worth - assets minus liabilities - tells the rest. Watching that number over time can be one of the most motivating parts of financial tracking.
Plan ahead to stay on course
The financial planner and annual budget work together to keep you moving in a direction you have chosen. Set goals, allocate resources, and check in regularly.
Bundle value
All five templates for $69 instead of $140 purchased separately. That is more tools for less money - a principle that applies to wealth building, too.
What's Included
Five Tools for Building Wealth
Financial Planning
$39 individuallyDefine your financial goals and project where your current trajectory leads. Track assets, debts, and cash flow to understand your starting point and chart a path forward.
View templateNet Worth Tracker
$29 individuallyThe scoreboard for wealth building. Record assets and liabilities month by month, set net worth milestones, and watch the trend line. This is often where the motivation comes from.
View templateMonthly Budgeting
$19 individuallyControl spending to create room for saving and investing. Set category budgets, track actual expenses, and identify areas where spending might be reduced.
View templateAnnual Budgeting Planner
$39 individuallyPlan your annual finances with wealth building in mind. Allocate money toward savings and investments across the year, and see how monthly budgets add up over 12 months.
View templateTravel Budget Planner
$14 individuallyEnjoy travel without unplanned spending. Budget each trip separately to keep leisure spending intentional and aligned with your broader financial goals.
View templateSee the Templates
What you get in this bundle
Browse screenshots from all 5 templates included in this bundle. Each template is a separate Google Sheets file you can customize to fit your needs.
- 5 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
Common Questions
Wealth Building Bundle - FAQ
How does net worth tracking help with wealth building?
Net worth is the clearest measure of financial progress. Income can go up while wealth stays flat if spending grows too. Tracking net worth shows whether your financial decisions are actually moving you forward.
I am just starting out - is this bundle relevant?
Absolutely. The earlier you start tracking, the more useful the data becomes over time. These templates work regardless of your starting point - the important thing is having visibility into your finances.
Do these templates include investment tracking?
The financial planner and net worth tracker both include sections for investment assets. They track the value of your investments as part of your overall financial picture, though they are not a replacement for a brokerage platform.
How is this different from the budgeting bundle?
The budgeting bundle focuses on spending: monthly tracking, annual planning, and travel. This bundle adds financial planning and net worth tracking, which is where the wealth building perspective comes in.
Can I use this alongside a financial advisor?
Yes. These templates give you organized data about your finances - exactly the kind of information that makes conversations with a financial advisor more productive.
Can't find the answer you're looking for? Contact our team
Get the Wealth Building Bundle
5 templates, one purchase. No subscription. Your financial data stays in your Google Drive.