Bundle
Household Money Bundle: Budget, Net Worth Tracker and Family Records Organizer
Plan the month, see where you stand over time and keep track of where important papers are.
$39 one time · example and blank copies · download link by email
Who it is for
Individuals and families who want to manage household money and paperwork in Excel.
Why it is different
- Three workbooks for less than buying them one by one.
- Covers the monthly plan, the longer view and the paperwork.
- None of them gives financial, tax or legal advice.
What is inside
- Household Budget and Bill Calendar. Monthly plan against actual spending, a year view and a calendar of bills.
- Net Worth and Savings Goals Tracker. Assets, debts, net worth over time and progress toward goals.
- Family Records Organizer. Where documents are kept and who to contact, without typing account numbers.
Get it
Household Money Bundle
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. Planning aids that work with the figures you enter. Not financial, tax or legal advice. The family records organizer is not a will or any legal document. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
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