01What's inside

Built to stay accurate

Set up in minutes, plain-English steps.

Currency, budget period and your category list in one place.

Set a planned amount for each spending category.

Record expenses fast using dropdown menus — no typos, no broken formulas.

KPI tiles plus budget-vs-actual, with over-budget categories highlighted red.

02Why it's worth it

Spending under control

Instant overspend alerts — any category over budget turns red automatically.
Log expenses in seconds — dropdown menus keep entries clean and formulas intact.
Budget vs actual, side by side — see where you're under, on track or over.
KPI tiles up top — total budget, total spent and what's left, calculated for you.
Excel and Google Sheets — track from your laptop or your phone, one-time purchase.

Who it's for: small business owners, freelancers and side-hustlers who want spending under control without a bookkeeping degree.

03Questions

Can I set my own categories?

Yes. Define your categories in Settings and they flow into the budget setup, expense dropdowns and dashboard.

How do the over-budget alerts work?

Conditional formatting compares your actual spend to your budget per category and turns anything over the limit red — no setup needed.

Does it work in Google Sheets?

Yes. Built in Excel and fully compatible with Google Sheets.

04More templates

A clean monthly P&L with automatic gross profit, operating income, net profit and margins.

In the bundle View

See your running cash balance month by month and spot a cash crunch before it happens.

In the bundle View

Create clean invoices in seconds — auto totals, tax & discounts — with a built-in tracker for who's paid and who's overdue.

In the bundle View

This tracker comes in the Finance Toolkit bundle, with four more done-for-you templates.

See the $10 bundle