The Ultimate Budget & Net Worth Tracker
$9.99$24.99
How I Invested My First $100K in 3.5 Years ➜ Here’s the System Behind It
These are the templates I use to plan my money every year, track it every month, and stay consistent with saving & investing 💸💰
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🔥 New Year Promo: $9.99
🚀 Instant access (Google Sheets)
💡 Easy and simple to use
🎁 2 Gifts included
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Does this sound like you? 🤔
❌ You don't know where your money is going every month
❌ You’re juggling debt and can’t “get ahead”
❌ You feel you need more money because nothing's leftover to invest
❌ You know you need a system, but don't know where to start
This tracker was built for you!
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What this helps you do ✨
✅ Know exactly where your money is going every month
✅ Create a plan for the year so your goals stop being “hopes”
✅ Track your transactions (money in + out) & stop guessing how you’re doing
✅ Build sinking funds so seasonal expenses don’t wreck your budget
✅ Measure progress monthly to stay consistent & get clarity on your money
✅ Track your net worth and actually see your financial growth
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What’s included (A peek inside 👀)
➜ 🎥 25-minute Instructional Video
A step-by-step walkthrough showing you how to manage your finances using this system, including:
How to prioritize saving + investing
Setting target numbers for the year, including goals
Categorizing income/expenses and giving every dollar a job
What are & how to use sinking funds
How to calculate & monitor your net worth
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➜ 🎯 Annual Financial Plan
99% of budgets fail because they miss an annual plan. This is often the #1 reason people struggle to hit their goals.
This is a comprehensive planning system designed to help you plan your money for the entire year, including:
Recording expected income for the year
Planning for non-negotiable needs first
Setting clear saving & investing targets
Giving every dollar a job before the year starts
Calculating what’s left over and distributing it monthly
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➜ 💰 Monthly Budget + Cash Flow Tracker (Jan–Dec)
Stay aligned with your financial plan and manage your money month by month by recording all incoming and outgoing transactions. This template will automatically:
Categorize and analyze your actual spending
Compare your planned budget vs your actual spending
Flag categories where you're overspending
Track how much you’re paying with each card (optional)
Identify your highest expenses within each category
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➜ 🪣 Sinking Fund Tracker
Build sinking funds by setting money aside for seasonal expenses (trips, gifts, a wedding, etc). This tracker helps you:
Track all transfers to your sinking funds, including monthly contributions
Record all expenses out of each fund
Identify all deposits and withdrawals for each month
Monitor actual balance for each sinking fund at a glance
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➜ 📊 Annual Dashboard
A high-level visual snapshot of your finances that shows your real progress across the entire year, including:
A year-to-date snapshots of income, bills, wants, debt, and savings
Detailed monthly totals by category and subcategory
Visual trends showing whether your spending is growing, shrinking, or consistent
Charts that instantly highlight your highest spending categories
A clear, at-a-glance view of where your money is going throughout the year
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➜ 📈 Net Worth Tracker
A simple, powerful tool to measure your financial progress over time by tracking your wealth. With this tracker, you can:
List all assets, liabilities and their balances each month
Automatically calculate your current net worth
See your total assets and total liabilities at a glance
Visualize the progression of your net worth over time
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Because I want you to stay on top of your financial progress, I’m gifting you two bonuses included with this purchase 👇🏼
🎁 GIFT #1 🎁 - Debt pay off plan
If you feel overwhelmed by debt, this tool is designed to help you take control and create a clear payoff plan. With this tracker, you can:
List all your debt balances and interest rates in one place
Identify when you’ll be debt-free at your current payoff pace
Understand how much your debt will cost you over time
Create a plan to pay off your debt faster
Calculate how much interest you’ll save by putting extra money each month
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🎁 GIFT #2 🎁 - My Favorite Money Tools
Links 🔗️ to my favorite money tools to help you get your finances on track! Some links include sign-up or welcome bonuses for using my affiliate referrals.
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Who this is for 🤩
This is for you if you want to:
✅ Get organized and stop feeling behind
✅ Pay down debt and still build savings
✅ Build consistent investing habits
✅ Stop winging it every month
✅ Use a system that’s simple, visual, and easy to maintain
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How it works 👩🏻💻
➜ Purchase your template
➜ Receive an email with your download
➜ Create your copy (Google Sheets)
➜ Watch the video/read the instructions
➜ Start working toward your money goals
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If money, abundance, and trips are part of your vision board, this is your sign.