Understand your spending
See where your money goes with categorized transactions, budget comparisons and month-by-month summaries.
A BETTER WAY TO ORGANIZE YOUR MONEY
Take control of your money. One clear dashboard.
Your paychecks, bills, spending, debt and savings — finally organized in one beautifully simple place. Get the clarity you need to plan your next move.
✓ One-time purchase✓ Digital download✓ Beginner-friendly guide
YOUR MONEY, ORGANIZEDEXCEL
See the full pictureBills · Savings · Spending
14 CONNECTED EXCEL TABS✦STEP-BY-STEP QUICK-START GUIDE✦NO BANK CONNECTION REQUIRED
LESS STRESS. MORE CLARITY.
Less guessing.
Less guessing.
More knowing.
Your money lives in a dozen different places. Bring your financial planning into one organized space without another complicated app.
Stay ahead of your bills
Keep due dates, subscriptions and paychecks in view so your next month is easier to plan.
Make progress visible
Track savings goals, sinking funds and estimated debt payoffs in clear, easy-to-read sheets.
ONE SYSTEM. YOUR WHOLE MONEY PICTURE.
Explore the complete dashboard
Everything you need to get organized.
Built for real life: paychecks, bills, unexpected expenses and the goals you're working toward.
01Monthly money dashboardIncome, spending, cash flow and trends
02Budget and bill plannerPlan categories and manage due dates
03Debt payoff estimatorSee approximate payoff progress
04Savings and sinking fundsOrganize goals and monthly targets
05Paycheck and subscription trackingPlan for paydays and recurring charges
06Annual review and net worthFollow the bigger picture over time
MADE FOR YOUR REAL LIFESimple to start.
Simple to start.
Easy to keep using.
No finance degree needed. Start with the included instructions and your own numbers.
01
Download your files
Get the editable Excel dashboard, customer guide and printable worksheets.
02
Enter your numbers
Replace the clearly labeled example data with your income, bills, goals and spending.
03
Check in each week
Use the automatic summaries to review your plan and adjust as life changes.
YOUR MONEY RESET STARTS HERE
One download.
One download.
A clearer plan.
Everything in the bundle is built to work together, with an easy-to-follow guide and fully editable worksheets.
COMPLETE DIGITAL BUNDLE
Money Reset Dashboard
$19.99 one-time purchase
Here's what's included:
- 14-tab editable Excel workbook
- Connected dashboard and built-in calculations
- Budget, bills, paychecks and spending tools
- Debt, savings and sinking fund trackers
- 13-page setup and planning guide (PDF)
- Printable check-in worksheets
Digital product only. Nothing is shipped. Designed for Microsoft Excel; manual data entry required.
GOOD TO KNOWQuestions?
Questions?
We've got you.
Everything you need to know before you get started.
All frequently asked questions ↗Is this a subscription?
No. The dashboard is a one-time digital purchase, not a recurring subscription.
Do I need Excel?
The workbook is designed for Microsoft Excel. Other spreadsheet apps may display or calculate certain features differently.
Does it connect to my bank?
No. You add your numbers manually, and the dashboard calculates the summaries. No banking login is needed.
Is it suitable for beginners?
Yes. The bundle includes fictional sample data and a step-by-step guide. You can start with one simple monthly check-in.
Will this fix my debt or finances?
It's a planning and organization tool, not a guarantee of financial outcomes or personalized financial advice. Payoff projections are estimates.
A FRESH START
Explore Money Reset Your money deserves a clearer picture.
Start with one organized place for the numbers that matter.