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budget spreadsheets

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 (Individual)

Budget Spreadsheet


Employee with Side Hustle (Individual)

Budget Spreadsheet

Employee with Side Hustle (Individual)

Self-Employed (Individual)

Budget Spreadsheet


Employees (Combined Finances)

Budget Spreadsheet

Employees – Combined Finances (Couple)

Employees Separate & Shared (Couple)

Budget Spreadsheet

Employees – Separate & Shared Expenses & Savings Goals (Couple)

Employee & Self-Employed (Couple)

Budget Spreadsheet

Employee & Self-Employed

Self-Employed (Couple)

Budget Spreadsheet

Self-Employed (Couple)


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 Better
Savings Goals

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:
Debt Payoff

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.

Disclosure: Nothing on my website or affiliated channels should be considered advice or an endorsement, and some content may include affiliate links in which I may earn a commission at no extra cost to you. Please read my disclaimer to learn more.

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