Templates / Personal Finance Bundle

Budget dashboard
Budget dashboard (sample data)

Personal Finance Bundle: Paycheck Budget + Debt Snowball

Plan every paycheck and pay off debt faster, with two workbooks that work side by side.

$16 ($19 separately)

Buy on Ko-fi, $16

Instant download: two .xlsx files. For Google Sheets, upload them to Google Drive and open them with Google Sheets. Digital items; nothing will be shipped. Personal use only; please don't resell or share the files.

What's inside

  • Annual + Paycheck Budget: pay frequency settings, monthly budget, paycheck plan with running balance, bill calendar, planned-vs-actual tracker, sinking funds and dashboard
  • Debt Snowball & Avalanche Calculator: up to 20 debts, both methods compared, 0% promo end dates, one-time extra payments, payoff date for every debt

Good to know

  • Both work in Microsoft Excel, Google Sheets and LibreOffice. No macros.
  • Results are estimates from the numbers you enter.

Not financial advice.

Previews

Questions

What's included?

Two .xlsx workbooks: Annual + Paycheck Budget and Debt Snowball & Avalanche Calculator.

How much do I save?

The bundle is $16; bought separately the two cost $19.

Does it work for biweekly pay?

Yes. Choose weekly, biweekly, semi-monthly (15th and last day) or monthly, and it lays out every payday of the year.

What's the difference between snowball and avalanche?

Snowball pays the smallest balance first; avalanche pays the highest APR first. The Compare tab shows the debt-free date and total interest for each so you can pick.

Buy on Ko-fi, $16