Personal Finance Workbook 

 
 

→ Do you feel like you're on top of your finances? 

→ Have you ever looked at all your money in one place?

If your answer is no, take a deep breath.

✦ I GOT YOU ✦

 
Personal Finances Workbook picture of an Ipad
 
 

I designed a Personal Finance Workbook to help you summarize your personal financial details. By consolidating everything in one place, you'll be able to look at your finances from a high-level perspective. This allows you to see where your money is going and make more informed decisions about your financial future.

Now's the time to put an end to the mental guesswork as to where your accounts stand, and where your money is coming from and going to. 

Understanding your finances can be incredibly empowering.

This workbook will help you get there.

 
 
 

I designed a Personal Finance Workbook to help you summarize your personal financial details. By consolidating everything in one place, you'll be able to look at your finances from a high-level perspective. This allows you to see where your money is going and make more informed decisions about your financial future.

Now's the time to put an end to the mental guesswork as to where your accounts stand, and where your money is coming from and going to. 

Understanding your finances can be incredibly empowering.

This workbook will help you get there.

The financial planning excel sheet combined with the explainer video helped me visualize my finances in a way I hadn’t seen before, allowing me to map out my finances in a bite-sized, manageable way.

~ Ilana P.

 
 

PERSONAL FINANCES WORKBOOK
$35

You’ll get:

  • A customizable Excel spreadsheet designed for you to finally get clarity on your finances

  • A video with detailed instructions on how to fill out the spreadsheet correctly

*if you’d like to have me fill out the workbook for you, book a discovery call to chat. Find more details on pricing below.

Add To Cart
 
 
 
 
teal heart
 

Are you intrigued by the idea of the workbook but don't want to fill it out?

I’ll do it for you.

↓

✦ Data input for Personal Finances Workbook ✦

$25 PER ACCOUNT, PER MONTH

Let's chat so I can help you figure out the next steps in your journey.

 
 

PERSONAL FINANCES WORKBOOK
$35

You’ll get:

  • A customizable Excell spreadsheet designed for you to finally get clarity on your finances

  • A video with detailed instructions on how to fill out the spreadsheet correctly

*if you’d like to have me fill out the workbook for you, book a discovery call to chat. Find more details on pricing below.

Add To Cart
 
 
 

Are you intrigued by the idea of the workbook but don't want to fill it out?

I’ll do it for you.

↓

✦ Data input for Personal Finances Workbook ✦

$25 PER ACCOUNT, PER MONTH

Let's chat so I can help you figure out the next steps in your journey.

 

FREQUENTLY ASKED QUESTIONS

  • There's room for up to 5,000 transactions per account, 12 accounts, and over 91 categories to help you organize your finances.

  • Of course. When you download the workbook, you'll get a link to a YouTube video where I'll show you step by step how to enter, organize, and visualize all the information you need.

  • This workbook is formatted with Excel. Please note that opening this file in Google Sheets will not work.

  • You've got options. I'd recommend you start by watching the explanatory video again to see if that helps. If you'd like me to input everything for you, I can do that for $25 per account per month. If you're interested in coaching to help organize and plan your financial future, book a discovery call here.

  • Nope, due to this being an instant download once purchased I do not offer refunds.