Money planners

Planners that make money make sense.

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.

Best seller

Personal Budget Planner

ExcelGoogle Sheets

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
$20AUD
Popular

Debt Destroyer

ExcelGoogle Sheets

Snowball or avalanche: list your debts and get a payoff order, timeline and interest saved.

  • Snowball and avalanche methods
  • Debt-free date calculator
  • Extra repayment planner
  • Progress tracker
$20AUD
Investors

Property Investment Calculator

ExcelGoogle Sheets

Compare properties side by side: upfront costs, cash flow, yield and long-term growth.

  • Compare up to 4 properties
  • Gross and net rental yield
  • Weekly cash flow after costs
  • 10-year growth projection
$40AUD
First home

First Home Buying Planner

ExcelGoogle Sheets

Your deposit plan, upfront costs, borrowing estimate and inspection checklist in one place.

  • Deposit savings timeline
  • Upfront cost estimator
  • Property inspection scorecard
  • Step-by-step buying checklist
$30AUD
Starter

Savings Goal Planner

ExcelGoogle Sheets

Set any goal, from a holiday to a deposit, and see how long it takes with interest included.

  • Multiple goals at once
  • Interest and contribution calculator
  • Visual progress tracker
$13AUD
Business

Small Business Money Tracker

ExcelGoogle Sheets

Track income, expenses and GST, and see your monthly profit at a glance.

  • Income and expense ledger
  • GST set-aside calculator
  • Monthly and yearly profit dashboard
  • Tax-time summary
$30AUD
Instant download

Your files arrive by email straight after checkout.

Excel & Google Sheets

Works on Mac, Windows, iPad and in your browser.

Step-by-step guides

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.

Want a plan built around you?

The planners are a great start. For a loan or a property strategy, let's chat.

Book a free chat