Personal Budget Planner
See exactly where your money goes each month and build a budget you'll actually stick to.
- Monthly and yearly dashboards
- Income, bills and spending tracker
- Savings goals with progress bars
Money planners
Simple, good-looking spreadsheets for budgeting, paying off debt, buying your first home and investing in property. Built for Excel and Google Sheets. Instant download.
See exactly where your money goes each month and build a budget you'll actually stick to.
Snowball or avalanche: list your debts and get a payoff order, timeline and interest saved.
Compare properties side by side: upfront costs, cash flow, yield and long-term growth.
Your deposit plan, upfront costs, borrowing estimate and inspection checklist in one place.
Set any goal, from a holiday to a deposit, and see how long it takes with interest included.
Track income, expenses and GST, and see your monthly profit at a glance.
Your files arrive by email straight after checkout.
Works on Mac, Windows, iPad and in your browser.
Every planner comes with a quick-start guide so you're set up in minutes.
Planners are educational tools and provide general information only. They are not financial, tax or credit advice. Prices in AUD and include GST where applicable.
The planners are a great start. For a loan or a property strategy, let's chat.