Frequently Asked Questions

And the answers!

Monthly Budget Spreadsheet Template

  • You can buy the template on our Etsy shop.

  • You just need a Google account, which is free. If you don’t already have one, just sign here. We’re not affiliated with Google in any way, we just use Google Sheets as the basis for our templates.

  • Start with entering your expected income, regular bills (rent, utilities, subscriptions and so on), debt repayments, savings and what you might think you’ll spend on ad-hoc items such as coffee, lunches and so on.

    As you do so, you’ll see a ‘remaining budget’ figure which helps you allocate amounts to each of your outgoings-categories. If there’s some left over, for example, you might want to put more into your savings.

    You’ll be able to specify which days of the month your regular bills are due and the template will map out those bills across the month on a regular bills calendar. It’ll also show you a graph over the month of when your bills are due so you can get an idea of your cashflow.

    Once you’ve set your budget, there’s a place for you to keep track of your spending as the month goes by. You’ll see what categories you’re spending your money on and see if you’re on budget or not.

    There are handy warning symbols throughout the sheet that show where you’re going off track.

  • Yes, you can set you currency symbol on the template and it’ll be used throughout.

  • Yes of course. All the budgeting and tracking tools are on one tab. You can duplicate that tab for each month you’d like to budget for.

  • Get in touch with us via our Etsy shop if you encounter any problems with the template and we’ll help out. We can’t offer any financial advice so please don’t ask us anything about that!

  • No, we are not financial advisors. Use of our template is at your own risk and is purely provided as a tool for you to plan your income and spending. Please seek advice from a registered financial advisor.

Goal Tracker Template

  • You can buy the template on our Etsy shop.

  • You just need a Google account, which is free. If you don’t already have one, just sign here. We’re not affiliated with Google in any way, we just use Google Sheets as the basis for our templates.

  • Set up a list of goals you want to achieve (such as 10,000 steps, getting 8 hours sleep, reading a chapter of your book maybe) and enter the number of times per week you want to hit each goal.

    The template features a 4-week view, broken down into weekly chunks.

    Once you’ve entered your goals, it’s just a case of ticking off the relevant goal each day and the template will track your progress in multiple ways:

    • progress per goal per week

    • overall progress for a wee

    • overall progress for each goal over the 4-week period

    • overall progress for the entire 4-week period

    The template will also tell you which of your goals you’ve done best with, and which is your worst as well as your best and worst weeks over the period.

    Start the 4-week period on any date and the template will automatically adjust itself. Once you’ve completed the 4-week period, just duplicate the tab and start tracking the next 4-weeks.

  • Yes of course. All the tracking tools are on one tab. You can duplicate that tab for each period you’d like to track.

    TIP: Check out the user guide for a time-saving hack.

  • Get in touch with us via our Etsy shop if you encounter any problems with the template and we’ll help out. We can’t offer any personal development advice so please don’t ask us anything about that!

  • No, sorry. Use of our template is at your own risk and is purely provided as a tool for you to track your own personal goals.