2026 Goal Tracking Spreadsheet
$20$50
Plan your year with clarity and intention, together or solo.
What you get (2 files):
✓ The Planning Playbook Goals Spreadsheet & Budget Calculator (.xlsx). A MASTER goals sheet, 7 goal tabs (Finance, Travel, Family, plus Personal and Professional tabs for each partner) with drop-downs for target month and progress, and the Money Plan budget calculator tab. Enter your income and expenses, and your totals and Excess Budget calculate for you. Works in Excel and Google Sheets.
✓ The 2026 Annual Strategy Meeting Guide (8-page PDF). A 5-step process for your planning meeting: pre-work, setting the stage, the meeting and whiteboard session, the spreadsheet, and the commitment. Includes a step-by-step walkthrough of the budget calculator.
Perfect for couples and individuals who want structure, focus, and a plan they can stick to.