Essential Beginner's Budget Toolkit

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Your Step-by-step Toolkit for Creating Your First Budget

Learn how to create your first budget, with step-by-step guidance and templates.

Value: £47

Price: £17

What's included?

  • How to Make a Budget and Stick to It [PDF]
    A comprehensive step-by-step guide that breaks down everything you need to know to create your first budget. We’ll cover essential concepts, from calculating your income and expenses to setting realistic financial goals. You’ll also learn about 7 different budgeting strategies, how they work, and who they’re best suited for.


  • Make Your First Budget Template [Google Sheets]
    A Google Sheets template that complements the PDF guide, with the convenience of automated calculations. It allows you to easily calculate your income, calculate your monthly and periodic expenses, set financial goals, see how each budgeting strategy would apply to you, and create and adjust budget allocations to find the strategy that best suits your unique financial situation.


  • 7 Budget Templates [Google Sheets & Excel]
    Choose the budgeting strategy that best fits your needs! We’ve included budget templates tailored to each of the 7 Budgeting Strategies: 80/20 Budget, 50/30/20 Budget, 70/20/10 Budget, 75/15/10 Budget, Goal-based Budget, No-budget Budget, Zero-based Budget.


  • Automated Bill Calendar [Google Sheets & Excel]
    Never miss a bill again! Our automated Bill Calendar is built into each template to help you track your payments and stay on top of all your deadlines.

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