Financial Planner Collection (Spreadsheets)

Personal Financial Management

Your money deserves a system that works. ✨

The Finance Planner Collection gives you a complete set of Google Sheets templates designed to help you organize your income, plan your spending, track your savings, and stay on top of your financial goals, all in one place.

Take care of it all, from building a monthly budget to planning your money around each paycheck, these templates give you a structured way to keep up with the numbers that matter most.

Each planner tab is designed to be simple to use, customizable, and automated, so you can spend less time building spreadsheets and more time managing your money.

What’s Included ✨

• Budget Planner Spreadsheet — Create a complete budget, organize your expenses, and see how your income is allocated.
  
• Calendar Tracker — Budget your income and expenses while also anticipating future charges and paydays.
• Investing/Transaction Tracker — Keep track of your investments, stock transactions and ROI.
• Monthly Budget Spreadsheet — Plan your monthly income and expenses with an organized layout.
• Paycheck Spreadsheet — Organize your money around each paycheck and organize upcoming expenses based on your personal pay schedule.
• Savings Tracker Spreadsheet — Set savings targets, record your contributions, and keep track of your progress over time.
• BONUS: Monthly Spending Overview — A second monthly budgeting sheet included so that you can choose the layout that works best for your financial routine.
  

How You’ll Access Your Templates

Your purchase is delivered digitally, so you can access your spreadsheets without waiting for shipping.

✨ 1. Upon purchase, check your order confirmation email.
Your email will include a PDF with your access instructions.

✨ 2. Open the PDF.
Inside, you’ll find the links to your Google Sheets templates.

✨ 3. Create your personal copies.
Follow the instructions provided to make your own copies of each template in your Google Drive.

✨ 4. Start planning.
Customize your spreadsheets and begin organizing your finances to build wealth.

NOTE

This is a digital product, therefore, no physical product will be shipped.

Google Sheets Required:
These templates are created specifically for Google Sheets. You will need a Google account to access and create your personal copies.

Not Compatible With Excel:
Since the templates are designed for Google Sheets they will not function properly in Microsoft Excel or other spreadsheet programs. You can copy and paste the content over but the file itself will need importing. 

Disclaimer

The Financial Planner Spreadsheets are provided for educational and organizational purposes only. It is designed to help you organize and track financial information and does not constitute financial, investment, tax, legal, or accounting advice.

No specific financial results or outcomes are guaranteed. You are responsible for determining how these templates apply to your individual financial circumstances and for reviewing the information you enter.

All templates are provided “as is” without warranties of any kind. All use is at your own discretion and responsibility. All Star Equity Investments is not responsible for losses, errors, damages, or other issues resulting from the use or misuse of these templates.

For Individual Use Only
This spreadsheet is licensed to the original purchaser for personal use. Redistribution, resale, reproduction, or sharing of the original template or modified versions is prohibited.

Digital Product Policy

Due to the digital format of this product, refunds, exchanges, or cancellations are not available after purchase. All sales are final. This is a digital product delivered through a Google Sheets access link. Should you have any questions, feel free to reach out :)