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What Makes a Good Budget?

Holistic

My budgeting template provides quickly viewable and intuitive information designed to assist you with setting goals without overwhelming you with fluff. The pie chart helps to identify the largest expense categories and the line graph helps to identify days when expenses tend to spike in addition to all transactions being tracked by category, number of transactions, income and expense totals, and instant feedback if you're meeting or exceeding budgeting goals.

Customizable

I was so tired of the limited categories and lack of customizability offered by other budget options. Why are my expenses for gas, oil changes, car washes and vehicle maintenance all lumped into one category called "Vehicle Expenses?" When the categories are too broad, the insights provided by the template become useless. With my template you can input over 150 different expense categorizes to completely customize the template to your needs.

Hands-On

Not only is this budgeting approach cheaper than outsourcing it to apps for automatic tracking, it is also clearer, more accurate, and more impactful. You will no longer need to worry about miscategorization ruining your budget, as you will personally be the one to categorize it all. You will also cut through the noise of pending and redundant transactions, reimbursements, payments to cards, and other issues commonly found on auto-synching budgeting applications.

Powerful and Aesthetic

Many budgeting templates built on spreadsheet programs are about as fun to look at as... well... a spreadsheet. I believe in making it as easy and frictionless as possible to engage with your budgeting spreadsheet which, for me, means it should look good as well as being functional. Adding color or emoticons may seem like a small change, but it is that kind of attention to detail that can help get you the rest of the way to sticking to the lifechanging habit.

Google Sheets Monthly Budgeting Template

Finally get hands-on with your finances and take back control using my monthly budgeting template! As a CFP® professional, I found that existing budgeting software was too passive and inconsequential. That's why I developed this template, honing it over time through my own household finances and insights gleaned from extensive client interactions.

Free YouTube Education

On my YouTube channel, I break down personal finance with a no-nonsense, practical approach. As a CERTIFIED FINANCIAL PLANNER™, I help viewers make smarter money decisions through clear, unbiased advice—whether it's budgeting, investing, or financial independence. No fluff, just real financial strategies that work.

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