Beautiful, auto-calculating spreadsheets with a finance assistant built right in. Make a copy and start in seconds — no setup.
Each template is a finished workspace — totals, charts and insights update themselves the moment you type.
A finance coach lives in the sheet. Ask in plain language, fill rows, fix formulas, read receipts — free tokens to start, then a subscription.
Type your numbers once — KPIs, totals and insights update themselves. Nothing to set up.
Real Google Sheets charts (income, spending, running balance) built right in — not screenshots.
Track by month, week, biweekly, paycheck or any custom period from one selector.
50/30/20 check, budget-health grade, net-worth snapshot and over-budget alerts, automatically.
Runs in Google Sheets in your own account. Make a copy and it's yours forever — instant download.
No installs, no formulas to learn.
Buy on Etsy and open the template link.
One click adds your own editable copy to Google Sheets — the AI assistant comes with it.
Enter your numbers; the dashboard, charts and insights fill themselves. Ask the assistant anything.
Live templates from our Etsy shop — more land here as they go on sale.
Start free — then a simple subscription. The template is yours forever.
Questions, setup help or a template idea? Send us a message — we read every one.