All-in-One Financial Toolkit
$24.99
Four auto-calculating tools in one download — budget, bookkeeping, debt payoff and a 30-day money checklist. Saves $8 versus buying separately.
Lumio.financial tools
Monthly Budget Planner
$9.99
An auto-calculating Excel budget that links your transaction log to a live dashboard — totals, net balance and savings rate update as you type. The calculation sheets are locked, so a slipped keystroke cannot break your totals.
Instant digital download · Secure card payment · 14-day refund policy
About this template
Comes with a customizable category list and drop-down selectors, so you never misspell a category again — which is exactly what breaks most spreadsheet budgets.
The formula cells are locked and only the input cells are editable, so the maths survives everyday use. Budgeting apps charge $100 or more a year; this is one payment and the file is yours.
What's included
- 1 × .xlsx template (auto-calculating, no macros)
- Customizable categories + drop-down selectors
- Locked calculation sheets — only the input cells are editable
- Live dashboard: income, expenses, net balance, savings rate
- Works in Excel, Google Sheets and Numbers · instant download
Before you buy
- Digital product — nothing is shipped. You receive a download link immediately after payment.
- Requires Microsoft Excel, Google Sheets or Numbers. No macros, nothing to install.
- Education, not financial advice.
- 14-day refund policy — see Refund Policy.
More templates
Small Business Bookkeeping
$12.99
Turn a simple income/expense ledger into an auto-generated Profit & Loss statement. No accountant required — and the calculation sheets are locked, so a typo cannot break your books.
Debt Payoff Toolkit
$9.99
Up to six debts, each with its own interest rate. One extra monthly payment goes to the right debt automatically — and when one is cleared, its payment rolls onto the next. See the exact month you become debt-free.
Financial Literacy Worksheet Pack
$7.99
Ten print-and-go worksheets that get students doing the money math — plus a full teacher answer key. Grades 6–12.