Basic Budgeting Template

$25 usd

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Track your expenses, set goals, and create your first budget to start managing your money with confidence.

Take the first step.

99%

1,000+

of users say they actually enjoy looking at their budgets now 

6 out of 10

users have never created a budget before using this tool 

budgets created (and many more to come!!)

FOLLOW ALONG TO Create your first budget 

Feel like your paycheck is never enough. Where is the money I’m making even going? Money comes in and out and you wonder if you sleep-spent it. 


everything is hard until you find a system that works. 

Budgeting definitely falls into that category. 

Never have you ever…had a real budget. Maybe you’ve declared to yourself, this is the month we stop getting Uber Eats or I can absolutely go a month without shopping. But you’ve never done the financial work of figuring out how much you earn, how much you spend, and how much you want to save. 

Now, you:

 Feel unsteady around money. You have never thought about it really. You know what a budget is, but never considered creating one for yourself. You kinda just hope the making bucket is always more than the shopping bucket. 

Want a plug-and-play system to start budgeting. Everything feels so daunting when you finally tell yourself, now’s the time to start a real budget. 

Need accountability to start a budget and stick with it once and for all. You don’t have the habit down, and have ZERO interest in a complicated tool, so if something’s tough to get up and running, you’re not doing it. 

Feel overwhelmed by money, because you feel like it controls you and you have no visibility or insight into wtf is going on with your finances. 

The Personal Finance Dashboard is my larger, more comprehensive budgeting tool! It is distinctly different than this Basic Budgeting Template.

If you are looking for the PFD, you can find more information about it HERE. 

*THIS TEMPLATE IS NOT THE PERSONAL FINANCE DASHBOARD*

build 

the habit of tracking your expenses. 

If getting started is the hardest part.... I made it easy.

Use the Basic Budget Template to:

set

some approachable and achievable financial goals!!

Create

and actually stick to your first budget. It's easier than you think!

measure

your financial progress and see that needle moving as motivation to keep going. 

The Basic Budgeting Template is a non-refundable product. Please be sure to review all media assets and FAQs before you purchase. No exceptions. 

$25 USD

BUY

Get instant access to the Basic Budgeting Template + plus gain access to all future updates for free!

Basic Budgeting Template

Ready to Take Your Financial Power Back?

buy now

CUSTOMIZABLE CATEGORIES
This dynamic template takes into account all of your specific categories while evolving with your financial situation. Make it work for you, year after year. 

ANNUAL INSIGHTS
View your cumulative progress by income, spending, and goals to get a birds-eye view of your finances that doesn’t feel overwhelming. 

MONTHLY BUDGET
Create and manage your monthly budget with a dedicated tab– making this easy-to-use tool even easier to digest. 

when you get the basic budget template

HERE's what to expect

Most budgeting solutions are tough to set up and tougher to maintain. Even though your intentions are good when you get one, it’s easy to fall off quickly and go back to mental budgeting or nothing at all. 


why it's so hard to set and stick to a budget:

The Basic Budgeting Template is all you need to get started and stick with it– making budgeting second nature instead of this big "thing" you keep putting off. 

You can do hard things. Ever heard that? You can. But budgeting doesn’t need to be in that bucket. It can be the easiest system you implement today. And one that gives you your power back over your finances. 

The Basic Budgeting Template is all you need to get started and stick with it– making budgeting second nature instead of this big "thing" you keep putting off. 

How do I access the template?
Once you purchase the BBT, you will gain access to your Teachable portal. Inside, you will be able to download the template and access the set-up videos and tutorials.

Do I have to have Excel to use the BBT?
Nope! The downloadable file is a .xlsx file, meaning you can use it in Excel if you'd like. You can also use it in Google Sheets and there are directions on how to do this! I use it in Google Sheets.

Do I need to re-purchase the template each year?
Nope! The BBT is a one-time purchase and is designed to be dynamic, so each year you can re-use the template. You also get access to all updates to the template for free!

Can couples use this template?
Yes! You can use the BBT as a couples finance spreadsheet, or for your family budget. 

I'm not from the United States - can I still use the BBT?
Of course! There are directions inside on how to change the currency and formatting based on your currency and preference.

Let's make sure no stone is left unturned.

FREQUENTLY ASKED QUESTIONS

The Basic Budgeting Template is a non-refundable product. Please be sure to review all media assets and FAQs before you purchase. No exceptions. 

$25 USD

BUY

Get instant access to the Basic Budgeting Template + plus gain access to all future updates for free!

Basic Budgeting Template

Ready to Take Your Financial Power Back?

buy now