All listed tools support the documented Google Sheets workflow. Some also support Microsoft Excel for the web. Microsoft Excel desktop has not been separately tested. Bundles inherit support only when all included components support that workflow.
| Product | Google Sheets | Excel for the web | Desktop Excel |
|---|---|---|---|
| Paycheck Budget | Supported | Supported | UNVERIFIED |
| Annual Budget | Supported | Not supported | Not tested |
| Debt Payoff Calculator | Supported | Not supported | Not tested |
| Couples Budget | Supported | Not supported | Not tested |
| Small Business Bookkeeping | Supported | Supported | Not tested |
| Savings & Sinking Funds | Supported | Supported | Not tested |
| Net Worth Tracker | Supported | Supported | Not tested |
| 50/30/20 Budget | Supported | Supported | Not tested |
| Personal Income & Expense | Supported | Supported | Not tested |
| Emergency Fund Planner | Supported | Supported | Not tested |
| Business Inventory | Supported | Supported | Not tested |
| Rental Income & Expense | Supported | Supported | Not tested |
| Wedding Budget | Supported | Supported | Not tested |
| Order & Sales Tracker | Supported | Supported | Not tested |
| Product Pricing Calculator | Supported | Supported | Not tested |
| 13-Week Cash Flow Forecast | Supported | Supported | Not tested |
| Moving Budget & Quote Planner | Supported | Supported | Not tested |
| Subscription Cost & Renewal Planner | Supported | Supported | Not tested |
| Irregular Income Buffer Planner | Supported | Supported | Not tested |
| Ultimate Personal Finance Bundle | Supported | Not supported | Not tested |
| Savings & Wealth Bundle | Supported | Supported | Not tested |
| Small Business Finance Bundle | Supported | Supported | Not tested |
| Budget & Bills Bundle | Supported | Not supported | Not tested |
| Couples & Life Events Budget Bundle | Supported | Not supported | Not tested |
| Sales, Pricing & Cash Flow Bundle | Supported | Supported | Not tested |
Start on a computer.
Download and unzip the files, keep CLEAN and DEMO separate, and follow the included setup guide. Google Sheets requires your own Google account. Products supporting Excel for the web require your own Microsoft account for that workflow.
Google and Microsoft versions are separate working copies. There is no automatic synchronization. Phone browsing is supported by this storefront; spreadsheet entry on a phone is not promised.
The free Bill Calendar
The free calendar is a Google Sheets import product. It covers 30 manually entered bill occurrences, with whole-bill Open/Paid status. It does not include a printable calendar PDF.
Read each product’s scope.
Use one currency per copy. The tools do not convert currencies, connect to banks or make payments. Apple Numbers, Notion and offline workflows are not supported by the current documented releases.
Read the Google Sheets import guide →