Free Tool

Build your custom budget

Answer a few quick questions and we'll create a personalized budget spreadsheet — tailored to your income, expenses, and goals — and email it straight to you. Free, in about a minute.

A little about you

Required fields are marked *

First name *

Last name *

Email * (we send your spreadsheet here)

Household size

Are you budgeting…

Your income

Monthly take-home income (after taxes) *

How are you paid?

Your monthly expenses

Estimates are fine — round numbers work great. Leave blank if it doesn't apply.

Housing (rent / mortgage)

Utilities (power, water, etc.)

Transportation (car, gas, insurance)

Food (groceries + dining out)

Debt payments (cards, loans)

Phone, internet & subscriptions

Everything else (personal, fun, misc.)

How much do you save each month now?

Your goals

What's your #1 money goal right now?

What's your biggest money challenge? (optional)

We'll email your custom spreadsheet in about a minute. Your info is private and never sold.

Your budget is on its way!

We're building your personalized budget spreadsheet right now and emailing it to you. It should land in your inbox within a few minutes — be sure to check your spam folder just in case.

Want help putting it into action? See our coaching →

How it works

Answer a few questions

Tell us your income, rough expenses, and what you're working toward.

We build your spreadsheet

A personalized monthly budget — categories, targets, and coach notes — made just for you.

Check your inbox

Your spreadsheet arrives by email, ready to download and start using today.