• Personal Finance Bundle spreadsheet for Excel and Google Sheets shown on a laptop and phone mockup
  • What's included in the Personal Finance Bundle spreadsheet template: tabs and key features
  • Personal Finance Bundle template screenshot showing the dashboard with charts and sample data
  • Personal Finance Bundle spreadsheet screenshot showing a tracker tab with automatic calculations
  • Personal Finance Bundle spreadsheet screenshot showing a summary tab filled with sample data
  • Personal Finance Bundle digital download details: works in Excel and Google Sheets, instant download
  • Personal Finance Bundle digital download details: works in Excel and Google Sheets, instant download
  • May include: A digital budget dashboard spreadsheet interface featuring a green header, financial summary cards, budget health tables, upcoming bills, savings goals, and data visualizations including bar charts, a pie chart, and a net worth trend line.
  • May include: A digital budget planner spreadsheet interface titled SETUP TAB. The layout features columns for income sources, expense categories, and accounts with yellow input cells and green headers. Text includes Budget year 2026, How this works, and Excel + Google Sheets.
  • May include: A digital Debt-Free Dashboard spreadsheet interface featuring a red header, data tables for debt payoff, a line graph for debt countdown, a donut chart for paid off versus owed, and bar charts for annual payments and starting balances.
  • May include: A digital Debt Snowball Payoff Planner spreadsheet interface featuring a Setup tab. The layout includes columns for plan settings, debt types, payment types, and methods, with yellow cells for user input and calculated data fields.
  • May include: A digital net worth tracker dashboard spreadsheet featuring financial data tables, bar charts, and a pie chart. The interface includes sections for assets, debts, and monthly changes, with text labels like Dashboard Tab and Net Worth Tracker.
  • May include: A digital net worth tracker spreadsheet interface titled SETUP TAB. The layout features columns for household settings, asset classes, debt types, liquidity, owners, and milestones with yellow cells for user input and calculated data.
  • May include: A digital Paycheck Budget Planner dashboard interface featuring financial data tables, a bar chart showing paychecks, a pie chart for annual spending, and a horizontal bar graph for savings goals. Text includes DASHBOARD TAB.
  • May include: A digital paycheck budget planner spreadsheet interface titled SETUP TAB. It features columns for household details, bill categories, spending categories, and accounts, with yellow cells for user input and calculated fields.
  • May include: A digital Sinking Funds Tracker dashboard for Excel and Google Sheets. The interface displays financial data, including fund progress tables, a balance versus target bar chart, a category pie chart, and a monthly savings line graph.
  • May include: A digital Sinking Funds Tracker spreadsheet interface featuring a Setup tab. The layout includes columns for settings, categories, accounts, repeat intervals, priority levels, and pay frequency with yellow input cells for data entry.
  • Personal Finance Bundle spreadsheet for Excel and Google Sheets shown on a laptop and phone mockup
  • Product video
  • Product video
  • What's included in the Personal Finance Bundle spreadsheet template: tabs and key features
  • Personal Finance Bundle template screenshot showing the dashboard with charts and sample data
  • Personal Finance Bundle spreadsheet screenshot showing a tracker tab with automatic calculations
  • Personal Finance Bundle spreadsheet screenshot showing a summary tab filled with sample data
  • Personal Finance Bundle digital download details: works in Excel and Google Sheets, instant download
  • Personal Finance Bundle digital download details: works in Excel and Google Sheets, instant download
  • May include: A digital budget dashboard spreadsheet interface featuring a green header, financial summary cards, budget health tables, upcoming bills, savings goals, and data visualizations including bar charts, a pie chart, and a net worth trend line.
  • May include: A digital budget planner spreadsheet interface titled SETUP TAB. The layout features columns for income sources, expense categories, and accounts with yellow input cells and green headers. Text includes Budget year 2026, How this works, and Excel + Google Sheets.
  • May include: A digital Debt-Free Dashboard spreadsheet interface featuring a red header, data tables for debt payoff, a line graph for debt countdown, a donut chart for paid off versus owed, and bar charts for annual payments and starting balances.
  • May include: A digital Debt Snowball Payoff Planner spreadsheet interface featuring a Setup tab. The layout includes columns for plan settings, debt types, payment types, and methods, with yellow cells for user input and calculated data fields.
  • May include: A digital net worth tracker dashboard spreadsheet featuring financial data tables, bar charts, and a pie chart. The interface includes sections for assets, debts, and monthly changes, with text labels like Dashboard Tab and Net Worth Tracker.
  • May include: A digital net worth tracker spreadsheet interface titled SETUP TAB. The layout features columns for household settings, asset classes, debt types, liquidity, owners, and milestones with yellow cells for user input and calculated data.
  • May include: A digital Paycheck Budget Planner dashboard interface featuring financial data tables, a bar chart showing paychecks, a pie chart for annual spending, and a horizontal bar graph for savings goals. Text includes DASHBOARD TAB.
  • May include: A digital paycheck budget planner spreadsheet interface titled SETUP TAB. It features columns for household details, bill categories, spending categories, and accounts, with yellow cells for user input and calculated fields.
  • May include: A digital Sinking Funds Tracker dashboard for Excel and Google Sheets. The interface displays financial data, including fund progress tables, a balance versus target bar chart, a category pie chart, and a monthly savings line graph.
  • May include: A digital Sinking Funds Tracker spreadsheet interface featuring a Setup tab. The layout includes columns for settings, categories, accounts, repeat intervals, priority levels, and pay frequency with yellow input cells for data entry.
Report this item to Etsy

Personal Finance Spreadsheet Bundle, Budget Planner, Debt Snowball, Net Worth, Excel Google Sheets

Item highlights

  • Digital download
  • Digital file type(s): 1 ZIP

Seller's description

🎥 WATCH THE FULL WALKTHROUGH VIDEOS before you buy, every tab of every template explained:
• Budget Planner: https://youtu.be/0XSwnzSYLLk
• Debt Snowball Payoff Planner: https://youtu.be/3HMRNd6We_I
• Net Worth Tracker: https://youtu.be/3GoDufoXFog
• Paycheck Budget Planner: https://youtu.be/xjIwzZgWyKo
• Sinking Funds Tracker: https://youtu.be/l4iEVqES8fA

✨ EVERY TEMPLATE IN THIS BUNDLE NOW COMES IN 2 VERSIONS: a SAMPLE version (filled in so you can see exactly how it works) and a BLANK version (cleared and ready for your own info).

Take control of your money with 5 personal finance spreadsheets in one bundle ($29.95 value) for half the price. Budget every month and every paycheck, pay off debt faster, save for big expenses and watch your net worth grow. Works in Microsoft Excel and Google Sheets.

★ WHAT'S INCLUDED (5 FILES) ★
1. Monthly Budget Planner: income, bills, spending categories, savings goals, budget vs. actual and a yearly overview with charts
2. Paycheck Budget Planner: plan every paycheck (weekly, biweekly, semi-monthly or monthly) and assign every bill to the right check
3. Debt Snowball Payoff Planner: snowball or avalanche, extra payment, month-by-month payoff schedule, debt-free date and interest saved
4. Sinking Funds Tracker: save for car repairs, holidays, insurance and more. See the amount to save per month and per paycheck
5. Net Worth Tracker: assets and debts, monthly snapshots, net worth growth chart and goal progress

★ WHY BUY THE BUNDLE ★
✓ Save 50% vs. buying each template separately
✓ Every file has a Start Here guide, drop-down menus and automatic formulas
✓ Works great together for a complete money system
✓ Beginner friendly: just fill in the yellow cells

★ COMPATIBILITY ★
• Microsoft Excel (desktop, Mac, web)
• Google Sheets (upload to Google Drive and open with Google Sheets)
• Not designed for Apple Numbers

★ HOW IT WORKS ★
1. Purchase and download all 5 .xlsx files instantly
2. Open each one and follow the Start Here tab
3. Enter your numbers in the yellow cells
4. Dashboards and charts update automatically

Works in any currency ($, £, €, C$, A$ and more): just change the currency symbol.

★ PLEASE NOTE ★
This is a digital download. No physical item will be shipped. These templates are for personal tracking and are not financial advice. Because these are digital files, returns aren't accepted, but if you have any trouble with a file, message me and I'll fix it or help you right away.

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Shop review

Why this review appears

All reviews are from verified buyers. This review is shown automatically based on factors like recency, whether it includes comments, your chosen language, and whether the rating reflects the typical experience with the shop.

“The spreadsheet was great and it helped me to keep track of my earnings and expenses. Will definitely buy some more for different purposes. Thanks for a great spreadsheet”

Ingrid

5 days ago

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10 views in the last 24 hours

NowPrice:$7.49

Original Price: $14.99

50% off

•

Sale ends on November 22

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Delivery

Instant download

Your files will be available to download once payment is confirmed. Here's how.

Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Seller's description

Specifications

Personal Finance Bundle spreadsheet for Excel and Google Sheets shown on a laptop and phone mockup

🎥 WATCH THE FULL WALKTHROUGH VIDEOS before you buy, every tab of every template explained:
• Budget Planner: https://youtu.be/0XSwnzSYLLk
• Debt Snowball Payoff Planner: https://youtu.be/3HMRNd6We_I
• Net Worth Tracker: https://youtu.be/3GoDufoXFog
• Paycheck Budget Planner: https://youtu.be/xjIwzZgWyKo
• Sinking Funds Tracker: https://youtu.be/l4iEVqES8fA

✨ EVERY TEMPLATE IN THIS BUNDLE NOW COMES IN 2 VERSIONS: a SAMPLE version (filled in so you can see exactly how it works) and a BLANK version (cleared and ready for your own info).

Take control of your money with 5 personal finance spreadsheets in one bundle ($29.95 value) for half the price. Budget every month and every paycheck, pay off debt faster, save for big expenses and watch your net worth grow. Works in Microsoft Excel and Google Sheets.

★ WHAT'S INCLUDED (5 FILES) ★
1. Monthly Budget Planner: income, bills, spending categories, savings goals, budget vs. actual and a yearly overview with charts
2. Paycheck Budget Planner: plan every paycheck (weekly, biweekly, semi-monthly or monthly) and assign every bill to the right check
3. Debt Snowball Payoff Planner: snowball or avalanche, extra payment, month-by-month payoff schedule, debt-free date and interest saved
4. Sinking Funds Tracker: save for car repairs, holidays, insurance and more. See the amount to save per month and per paycheck
5. Net Worth Tracker: assets and debts, monthly snapshots, net worth growth chart and goal progress

★ WHY BUY THE BUNDLE ★
✓ Save 50% vs. buying each template separately
✓ Every file has a Start Here guide, drop-down menus and automatic formulas
✓ Works great together for a complete money system
✓ Beginner friendly: just fill in the yellow cells

★ COMPATIBILITY ★
• Microsoft Excel (desktop, Mac, web)
• Google Sheets (upload to Google Drive and open with Google Sheets)
• Not designed for Apple Numbers

★ HOW IT WORKS ★
1. Purchase and download all 5 .xlsx files instantly
2. Open each one and follow the Start Here tab
3. Enter your numbers in the yellow cells
4. Dashboards and charts update automatically

Works in any currency ($, £, €, C$, A$ and more): just change the currency symbol.

★ PLEASE NOTE ★
This is a digital download. No physical item will be shipped. These templates are for personal tracking and are not financial advice. Because these are digital files, returns aren't accepted, but if you have any trouble with a file, message me and I'll fix it or help you right away.

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Meet your seller

SheetSmartTemplateCo
Jesse Peters
SheetSmartTemplateCo ·

South Bend, Indiana

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 5.0
·
9 sales
·
New on Etsy
Jesse
1 shop member

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Listed on Nov 4, 2026
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