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Below are my budget spreadsheet downloadables I’ve finetuned over almost a decade to help give get more organized with your money, create a solid plan, and begin living a life full of financial intention.
Employee with Side Hustle (Individual)
Employees – Combined Finances (Couple)
Employees – Separate & Shared Expenses & Savings Goals (Couple)
Employee & Self-Employed
Want to start building your wealth? I’ll teach you the foundations of investing in Canada, how to build your own investment plan, and how to either use a robo-advisor or build and manage your own index ETF portfolio so you can reach financial independence through passive investing.
recommended courses & worksheets
Looking for some other courses and resources to help you on your personal finance journey? Well check out some of these by my fellow money experts Erin Lowry of Broke Millennial, Amanda Holden of Dumpster Doggy, Kara Perez of Bravely Go, and Kayla Sloan.
Bare Essentials Budget Worksheet
How much do you need to cover your basic needs in a month? This worksheet from Broke Millennial‘s Erin Lowry helps provide peace of mind to handle a financial crisis.
Handling Debt in Financial Distress
Figure out how much you need each month to stay on top of debt payments and what to do if you don’t have enough from Broke Millennial‘s Erin Lowry.
How to Pay Off Debt Effectively
Ready to finally build a plan to get debt free? This worksheet by Broke Millennial‘s Erin Lowry will help you go from plan to action.
Set stronger, actionable, and specific savings goals. Use this worksheet by Broke Millennial‘s Erin Lowry to determine exactly how much you need to save each month and where to put your money.
Small Business + Freelance Starter Guide
Want to start freelancing or run your own small business, but have no idea how to do it? Bravely Go‘s Kara Perez guide helps you set up your freelance business correctly from the get-go!
Bravely Values Based Budgeting Workbook
You know you should have a budget, but maybe you aren’t sure where to start? Check out Bravely Go’s Kara Perez budgeting workbook that will walk you through how to build your best budget!
Talk Money to Me:
Does your debt feel like a weight on your chest? Do you think “I’ll be in debt until I die?” Well, it’s time to say “Adios debt!” once and for all with this debt payoff course by Bravely Go’s Kara Perez.
A fun + life-changing 15-part video course that will revolutionize your belief in your ability to invest by financial literacy educator Amanda Holden.
Virtual Assistant Course
Virtual Assistant Course
If you want to start a side hustle, but aren’t sure what to do, have you thought about becoming a virtual assistant? VAs can start earning $20/hour easy, and this course by virtual assistant pro Kayla Sloan will show you exactly how to become one and start getting clients.
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