Product preview

A complete personal-budget workbook — see every screen before you buy

The Ultimate Budget runs the 50/30/20 method from a single transactions sheet and turns it into a living dashboard: income vs. expenses, savings rate, bills, net worth, and category breakdowns. Here's exactly what you get.

Main dashboard — income, expenses, net savings & savings rate at a glance

Every screen in the workbook

Setup

Categories, budget targets & currency

50 / 30 / 20 distribution

Needs, wants & savings split

Bills tracker

Due dates & paid status

Calendar view

Spending across the month

Net worth

Assets & growth over time

Dashboard

All your KPIs in one view

Try the real sample — live & read-only

This is the actual free sample workbook rendered in your browser. Switch sheets below; download it above to edit your own copy.

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Get the full edition

12-month dashboard, bill tracker, net-worth & more — fully editable. The sample above is yours free.

⬇ Download the free sample