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Complete Budget System
A complete budget system with automated tracking, sinking funds, and visual dashboards. Works in Google Sheets.
Everything You Need to Budget Like a Pro
The Stockwise Complete Budget System is a pre-built Google Sheets template that automates your monthly budget tracking, manages your sinking funds, and gives you visual dashboards to understand where every dollar goes.
What's Included
- Monthly Budget Tracker -- categorize and track every expense with auto-totals
- 50/30/20 Dashboard -- see how your spending compares to the recommended split
- Sinking Fund Manager -- set goals, track progress, never miss an irregular expense
- Net Worth Tracker -- log assets and liabilities monthly to watch your wealth grow
- Annual Summary -- year-at-a-glance view of your income, spending, and savings rate
- Setup Guide -- step-by-step instructions to customize the template for your situation
Who This Is For
- Anyone who has tried budgeting apps and found them too complicated or restrictive
- People who prefer spreadsheets but do not want to build one from scratch
- Anyone following the 50/30/20 rule or zero-based budgeting
- Couples who want a shared budget view
How It Works
- Make a copy of the Google Sheet to your Drive
- Follow the setup guide to enter your income and expense categories
- Log your transactions weekly (or connect to your bank with a third-party importer)
- Review your dashboards monthly to adjust and improve
No subscriptions, no fees, no data shared with third parties. Your budget, your data, forever.