Budget Planner
The monthly budget spreadsheet we use with our own clients. Income, expenses and savings in one view that totals itself.
Free download
Take control of where your money’s going.
A simple budget tool that does the adding up for you. Ask for it and Anton will email the file straight back.
- Easy-to-use monthly planner
- Visual dashboard with automatic totals
- Income, expenses and savings tracking
- Works for one person or a whole family
How this works
List what comes in, list what goes out, and the sheet does the adding up. Lenders look closely at living expenses, so a clear budget is useful preparation for any loan application, and a good habit without one.
What it assumes
- Works in Excel, Numbers and Google Sheets.
- Yours to keep. Nothing in it is shared with us unless you choose to send it.
Questions people ask
Because the first thing a lender asks about is your spending. People who know their numbers get through applications faster and with fewer surprises.
No. It helps, but a rough idea of income and the big expenses is enough for a first call.