How It Works
📘 How It Works
Getting started with your digital Budget Planner is quick and easy. Whether you prefer Google Sheets or Microsoft Excel, we've got you covered. Here’s how it works:
✨ Step 1: Choose Your Planner
Browse our shop and select the Budget Planner that fits your needs — from monthly budgeting tools to savings trackers and full financial dashboards.
💳 Step 2: Instant Access After Checkout
Once you complete your purchase, you’ll receive:
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A Google Sheets link with view-only access
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An Excel (.xlsx) file available for download
Everything is delivered instantly — no waiting, no shipping.
📂 Step 3: Save Your Copy
For Google Sheets:
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Click the link provided.
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Go to File → Make a copy to save it to your own Google Drive.
For Excel Users:
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Download the
.xlsxfile directly. -
Open it using Microsoft Excel or any compatible spreadsheet software.
💡 Step 4: Start Budgeting
Our planners are designed with formulas, dropdowns, and ready-to-go layouts — so all you have to do is plug in your numbers. Track expenses, monitor your goals, and stay on top of your finances with ease.
♻️ Step 5: Reuse & Customize
You can use your planner month after month or customize it to suit your financial goals. Duplicate the sheet or save new versions as needed.
💬 Need help? We’re here for you! Reach out through our Contact page, and we’ll be happy to assist.