Money Planner Excel Spreadsheet

Mom Money Map

Regular price $49.99

This Money Planner Excel Spreadsheet Digital Template helps:
  • Track your monthly and annual budget goals and spending
  • Reach your savings goals
  • Pay off all of your debt

There are 8 different products included in this Money Management Bundle Template including:

1. Monthly Budget with Annual Summaries (can track up to 50 different bills and 50 different expense categories)

2. Savings Tracker (30 goals over up to 30 years) to keep track of your savings goal contributions and withdrawals

3. Debt Tracker (30 debts over up to 30 years) to track your debt, interest payments and debt payoff progress

4. Debt Calculator (30 debts over up to 30 years) to calculate the best debt payment plans using the debt avalanche, debt snowball or a custom order of your choice

5. Net Worth Tracker to track your assets, liabilities and net worth over the year

6. Check Register to track your bank account transactions to help you see where the mistakes are and where you can tighten up on your budget

7. Loan Payoff Schedule to generate your loan payoff schedule, see the breakdown between principal and interest, and enter the extra payments you need to payoff your mortgage or other fixed interest loan early

8. Financial Independence Tracker to track your early retirement progress and understand your retirement options including using investments and passive income

There is also an extensive instructions manual containing what's on each money planning tab, how to use each tab, and additional tips on how to budget, save and make more money.


  • Digital: This is a digital file. No physical product will be sent.
  • Microsoft Excel: This product has been designed for use in Microsoft Excel. The formatting might appear differently depending on the Microsoft Excel version you use.
  • Editable: I've locked some cells to prevent accidental changes to formulas and graphs, but all cells can be unlocked. See the instructions for more details.
Other Important information:
  • How to Download: Once payment is complete, the digital file(s) will be available for download and an email will be sent to you. If there are any issues, here's an article about how to download digital items.
  • Support: If you need help with this product or have inquiries, contact us. We will respond as quickly as we can.
  • Final Sale: All sales are final. Due to the type of product, these digital products are non-refundable.
  • Copyright: Products are copyrighted. These products are meant for personal and not commercial use. Please do not copy, share, redistribute or resell these products.
We take pride in creating simple, but comprehensive products at an affordable price. If you need something custom made, feel free to reach out. We are always trying to improve our products so any recommendations or thoughts are greatly appreciated.

I want you to be happy doing business with me so any questions are welcome.

Thanks for stopping by! Your support is appreciated.


Customer Reviews

Based on 1 review

I'm absolutely loving this whole set of Budgeting sheets. I really like how they are set up. I cant wait to see the full picture at the end of the of year. The instructions are super helpful and very easy to follow. I like how some fields are locked so you don't accidentally modify a formula. But you get instructions on how to unlock them if you need to. The only thing I would add to this is the option to have a weekly/bi-weekly budget because sometimes for me the entire month is a different picture than the specific week. But even so I'm super happy with this purchase!