Treat money as strategy, not a scorecard. Thirteen ready-to-use spreadsheets and worksheets to turn spending, saving, and tax season into a system you actually run rather than dread.
What’s inside
All files are delivered instantly after checkout. Built in Excel, opens in Google Sheets and Numbers. GBP by default, easily swapped to any currency.
- Quarterly Tax Reserve Calculator (XLSX) – never under-set aside again
- Business vs Personal Expense Sorter (XLSX)
- Irregular Income Smoother (XLSX) – turn a lumpy month into a steady salary
- Profit by Service Line Tracker (XLSX) – see which work actually pays
- Sinking Funds Allocator (XLSX)
- Tax Deduction Swipe File (XLSX)
- Annual Income Goal Reverse Planner (XLSX)
- Asset Allocation and Rebalancing Tracker (XLSX)
- Partner Money Conversation Scripts (DOCX)
- 13-Week Cash Flow Forecast (XLSX)
- Conscious Spending Plan (XLSX)
- Annual Wealth Snapshot Dashboard (XLSX)
- Comprehensive Spending Tracker (XLSX) – multi-currency, 200+ subcategories, savings finder
Lifetime updates included. Zero formula errors guaranteed.