Money & Business Planning Bundle
6 templates for your money and your business, in one download. Every file is the same one sold on its own.
Bought one at a time they come to $81; the bundle saves $42. Instant download after checkout. Sales tax, where it applies, is added at checkout.
- Files
- One ZIP with a folder for each template
- Made for
- Spreadsheets: Microsoft Excel or Google Sheets (Apple Numbers is not supported). Digital planner: a tablet note-taking app that opens PDFs with links. Binder: a printer set to 100% or "Actual size".
Use these files for your own household or business. Do not resell, share, or redistribute the files or any part of them. Designed by Tally & Page with AI-assisted tools.
What's in the bundle
6 templates, one job each
Monthly Budget Planner SpreadsheetGive every dollar a job, month by month, with a year dashboard that fills itself in.$14
Debt Payoff Planner SpreadsheetYour debt-free date, worked out to the month, with the interest you save.$12
Small Business Bookkeeping & P&L SpreadsheetA monthly profit and loss that builds itself from your entries.$19
Invoice Generator & Tracker SpreadsheetSend a clean invoice, then see who has paid and who is late.$12
Undated Digital Planner (Hyperlinked PDF)155 linked pages you can start in any month of any year.$15
Printable Budget BinderPrint it, punch it, and run your money from a binder.$9
How it works
From checkout to your first entry
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Buy and download
One ZIP with a folder for each template is ready right after checkout. Nothing ships.
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Open the files
Spreadsheets are made for Excel and Google Sheets, with no macros or add-ins. The planner is made for tablet note apps that open PDFs with links; the binder comes in US Letter and A4.
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Start with the examples
Each spreadsheet comes twice: filled in with sample numbers, and blank. Read the example first, then type your own numbers into the blank copy.
More templates
More from Tally & Page
Questions
Before you buy
Is anything shipped to me?
No. Every template is a digital download. Right after checkout you land on your download page; bookmark it to download again later.
Can I use it for my business?
Yes, for your own household or business. Please don't resell, share, or redistribute the files or any part of them.
What if a file doesn't work?
Contact us from your order receipt within 10 days of purchase and describe what you see. We'll send a fixed file, or a refund if we can't make it work as described.
What do I need to use it?
Spreadsheets: Microsoft Excel or Google Sheets (Apple Numbers is not supported). Digital planner: a tablet note-taking app that opens PDFs with links. Binder: a printer set to 100% or "Actual size".
Is it made with AI?
We design with AI-assisted tools. Before a file is listed, every spreadsheet is recalculated and checked for formula errors, and every link in a planner or guide is tested.
Is this financial, tax, or legal advice?
No. The templates help you organize your own numbers and work. For decisions about taxes, debt, or investments, talk with a qualified professional.