
I’ve spent 12 years building trading algos, and I wanted that same level of precision for tracking my own money. So I took that exact philosophy, and simplified it into a beautiful, frictionless tool for your personal finances.
What’s Included:
Guided Setup & Instructions
Lifestyle Choice tool with Needs, Wants and Savings
Yearly and Monthly View (with all 12 months in tabs)
Interactive Donut Charts & Live Performance Tracking
Designed to fit 13" laptop screen
142 different currencies to choose from
Why this is the Budget Planner for You
Select your currency and input your net income for the next 12 months.
Then, choose who you want to be this year. My "Lifestyle Choice" tool utilises the Needs, Wants, and Savings philosophy, allowing you to select a financial identity that re-calibrates your entire year’s targets in a single click:
🏆 The Wealth Builder (40/10/50): For those focused on aggressive asset accumulation.
⚖️ The Balanced Life (50/30/20): The gold standard for social freedom and future security.
🌆 City Living (60/20/20): Optimised for high-rent urban environments.
✨ Main Character Energy (50/40/10): Prioritising travel and high-value experiences.
🛠️ Design Your Own: Total autonomy to build your own bespoke ratio.
Precision Tracking. Zero Friction.
Your 12-month dashboards are dynamic. By tracking your Needs, Wants and Savings targets in real-time, the Planner provides instant visual feedback the moment you log a transaction.
The Seven Pillars: Each month is structured into Income, Fixed & Variable Expenses, Savings, Debt, Assets, and Liabilities
Automated Continuity: Define your outgoings in April, and watch them propagate across the entire year automatically.
The 2026/27 Big Picture: A curated Yearly Overview designed for growth. I’ve stripped away the vanity metrics to focus on what moves the needle: net income, outgoings and capital accumulation.
Please Note:
This product is sold in Google Sheets format.
Due to the digital nature of this product, all sales are final (no refunds).
Your purchase grants a single-user license for personal use only. Redistribution, resale or sharing of the file or its internal logic is strictly prohibited and protected under copyright law.