Save thousands with our powerful yet simple budget.
Save thousands with our powerful yet simple budget.
We've spent years designing spreadsheets that deliver personalized insight to supercharge your finances.
We've spent years designing spreadsheets that deliver personalized insight to supercharge your finances.
Designed for Excel
Designed for Excel
So… what is it?
So… what is it?
We thought you'd never ask.
We thought you'd never ask.
Our Budget is not just a budget - it is really a budget, income and expense tracking tool all in one spreadsheet.
Our Budget is not just a budget - it is really a budget, income and expense tracking tool all in one spreadsheet.
Our Budget is not just a budget - it is really a budget, income and expense tracking tool all in one spreadsheet.
More specifically - the Budget is a spreadsheet template designed for use in Excel that aims to help you save more money.
More specifically - the Budget is a spreadsheet template designed for use in Excel that aims to help you save more money.
More specifically - the Budget is a spreadsheet template designed for use in Excel that aims to help you save more money.
After following this process for a few months, you'll almost certainly have some "wow, did I really spend that much on take out?" moments.
After following this process for a few months, you'll almost certainly have some "wow, did I really spend that much on take out?" moments.
After following this process for a few months, you'll almost certainly have some "wow, did I really spend that much on take out?" moments.
However, these moments can also be very rewarding (for your bank account).
However, these moments can also be very rewarding (for your bank account).
However, these moments can also be very rewarding (for your bank account).
You'll never have to wonder "can I afford to buy a new MacBook this year and still hit my savings goal?" and not have any data to back up the answer again.
You'll never have to wonder "can I afford to buy a new MacBook this year and still hit my savings goal?" and not have any data to back up the answer again.
Saving money is
hard.
Saving money is hard.
Saving money is hard.
We know the feeling of money seeming to vanish faster than it should.
We know the feeling of money seeming to vanish faster than it should.
Manually poring over each of your expenses takes way too long.
But… the apps out there constantly duplicate, erase or miscategorize your expenses.
Not to mention, popular budgeting apps also charge hundreds of dollars per year.
Manually poring over each of your expenses takes way too long.
But… the apps out there constantly duplicate, erase or miscategorize your expenses.
Not to mention, popular budgeting apps also charge hundreds of dollars per year.
We make it
eas(ier).
We make it eas(ier).
We make it
eas(ier).
WealthWhip exists to help you easily find savings and build wealth.
WealthWhip exists to help you easily find savings and build wealth.
Our budget template includes thousands of pre-designed calculations to unlock more time for you to focus on where you can find savings.
No need to worry about subscription fees or losing your data - download once, own your budget, analysis and data forever.
Our budget template includes thousands of pre-designed calculations to unlock more time for you to focus on where you can find savings.
No need to worry about subscription fees or losing your data - download once, own your budget, analysis and data forever.
We believe in simplicity. Our approach to budgeting is proof.
We believe in simplicity. Our approach to budgeting is proof.
No need to spend hours trying to wrap your head around a confusing new budgeting "system" or software.
No need to spend hours trying to wrap your head around a confusing new budgeting "system" or software.
1
Enter what you think you'll make, and what you think you'll spend.
1
Enter what you think you'll make, and what you think you'll spend.
1
Enter what you think you'll make, and what you think you'll spend.
2
Enter what you actually made, and what you actually spent.
2
Enter what you actually made, and what you actually spent.
2
Enter what you actually made, and what you actually spent.
3
That's it. Let your template do the hard stuff.
3
That's it. Let your template do the hard stuff.
3
That's it. Let your template do the hard stuff.
Take a deeper look inside our budget & expense analysis template below.
Take a deeper look inside our budget & expense analysis template below.
Our budget is designed to do a few things, well.
Our budget is designed to do a few things, well.
Input your own categories and budget in one place
Transactions log designed for easy importing from online banking
Visualize your actual income, spending and saving with simple bar charts
Leverage nine additional visualizations focused on maximizing saving and minimizing spending
Customize your visualizations to clinically examine where your money is going
Input your own categories and budget in one place
Transactions log designed for easy importing from online banking
Visualize your actual income, spending and saving with simple bar charts
Leverage nine additional visualizations focused on maximizing saving and minimizing spending
Customize your visualizations to clinically examine where your money is going
Input your own categories and budget in one place
Transactions log designed for easy importing from online banking
Visualize your actual income, spending and saving with simple bar charts
Leverage nine additional visualizations focused on maximizing saving and minimizing spending
Customize your visualizations to clinically examine where your money is going
Let's talk price.
Let's talk price.
Some may call this ironic… But hey, takes money to make money, right?
Some may call this ironic… But hey, takes money to make money, right?
FREE BUDGET & LOG TEMPLATES
US$0
Best for testing & building your own analytics from scratch
Get a taste of our full template with our Budget and Transaction Log
Get a taste of our full template with our Budget and Transaction Log
:
Budget and Transaction Log templates
Budget and Transaction Log templates
FULL TEMPLATE + ANALYTICS
US$49
Best for individuals with a basic understanding of spreadsheets (no expertise necessary)
Unlock our full suite of analytics to start finding savings fast
Unlock our full suite of analytics to start finding savings fast
Everything in Free, plus:
Full Budget & Expense Tracking Template with Analytics Dashboard powered by thousands of pre-designed calculations
Full Budget & Expense Tracking Template with Analytics Dashboard powered by thousands of pre-designed calculations
Access to a full instruction guide (text + video) to get you up to speed, fast
Still debating?
Still debating?
Understandable. We are big believers in being careful about where your money goes.
Understandable. We are big believers in being careful about where your money goes.
To sum it up… we think our budget could be for you, if:
To sum it up… we think our budget could be for you, if:
You want to spend money once to use your tool forever. And own your data, forever.
You want to spend money once to use your tool forever. And own your data, forever.
You value accuracy and a strong understanding of your data over "algorithms" & classification of expenses that you may not understand and may not be correct.
You value accuracy and a strong understanding of your data over "algorithms" & classification of expenses that you may not understand and may not be correct.
You value a simple approach to budgeting and tracking your financial performance.
You value a simple approach to budgeting and tracking your financial performance.
You are comfortable with (or want to learn to be comfortable with) spreadsheets.
You are comfortable with (or want to learn to be comfortable with) spreadsheets.
You want to start putting in a little bit more time to save a lot more money!
You want to start putting in a little bit more time to save a lot more money!
But… we also want to be up-front: our budget may not jive with you, if:
But… we also want to be up-front: our budget may not jive with you, if:
You prefer a monthly subscription and trust someone else to store your data.
You prefer a monthly subscription and trust someone else to store your data.
You value full automation, even if it comes with a few errors.
You value full automation, even if it comes with a few errors.
You have a budgeting method that isn't so simple, and it works for you.
You have a budgeting method that isn't so simple, and it works for you.
You do not enjoy using spreadsheets and would rather use an app, or some other platform.
You do not enjoy using spreadsheets and would rather use an app, or some other platform.
You are ok to miss some opportunities to save money if it saves you a few minutes a month.
You are ok to miss some opportunities to save money if it saves you a few minutes a month.
Frequently asked questions.
Frequently asked questions.
If you still have questions not listed below, reach out here!
If you still have questions not listed below, reach out here!
How will this help me save?
Our Budget & Expense Tracking Template helps you save by encouraging you to set goals for your income, spending and saving and track against these goals. This helps you save in a few ways: 1) Acts as a forcing function for you to be realistic but ambitious about how much you can save, and how you are going to do it (where are you going to earn, and where are you going to spend), 2) Shows you where and when you are exceeding or falling behind your plan (are you earning more than you anticipated? Are you spending less?) so you can make actionable adjustments, 3) Displays exactly where you are spending money and highlights the biggest deviations from your plan, helping you correct over-spending before it gets out of hand.
Is paying $49 for a template worth it?
Our Budget & Expense Tracking Template helps you save by encouraging you to set goals for your income, spending and saving and track against these goals. This helps you save in a few ways: 1) Acts as a forcing function for you to be realistic but ambitious about how much you can save, and how you are going to do it (where are you going to earn, and where are you going to spend), 2) Shows you where and when you are exceeding or falling behind your plan (are you earning more than you anticipated? Are you spending less?) so you can make actionable adjustments, 3) Displays exactly where you are spending money and highlights the biggest deviations from your plan, helping you correct over-spending before it gets out of hand.
Can I really use this even if I'm not great with spreadsheets?
Our Budget & Expense Tracking Template helps you save by encouraging you to set goals for your income, spending and saving and track against these goals. This helps you save in a few ways: 1) Acts as a forcing function for you to be realistic but ambitious about how much you can save, and how you are going to do it (where are you going to earn, and where are you going to spend), 2) Shows you where and when you are exceeding or falling behind your plan (are you earning more than you anticipated? Are you spending less?) so you can make actionable adjustments, 3) Displays exactly where you are spending money and highlights the biggest deviations from your plan, helping you correct over-spending before it gets out of hand.
Do I need Excel to use the template?
Our Budget & Expense Tracking Template helps you save by encouraging you to set goals for your income, spending and saving and track against these goals. This helps you save in a few ways: 1) Acts as a forcing function for you to be realistic but ambitious about how much you can save, and how you are going to do it (where are you going to earn, and where are you going to spend), 2) Shows you where and when you are exceeding or falling behind your plan (are you earning more than you anticipated? Are you spending less?) so you can make actionable adjustments, 3) Displays exactly where you are spending money and highlights the biggest deviations from your plan, helping you correct over-spending before it gets out of hand.
How much time will the template take to set up and use?
Our Budget & Expense Tracking Template helps you save by encouraging you to set goals for your income, spending and saving and track against these goals. This helps you save in a few ways: 1) Acts as a forcing function for you to be realistic but ambitious about how much you can save, and how you are going to do it (where are you going to earn, and where are you going to spend), 2) Shows you where and when you are exceeding or falling behind your plan (are you earning more than you anticipated? Are you spending less?) so you can make actionable adjustments, 3) Displays exactly where you are spending money and highlights the biggest deviations from your plan, helping you correct over-spending before it gets out of hand.
How will this help me save?
Our Budget & Expense Tracking Template helps you save by encouraging you to set goals for your income, spending and saving and track against these goals. This helps you save in a few ways: 1) Acts as a forcing function for you to be realistic but ambitious about how much you can save, and how you are going to do it (where are you going to earn, and where are you going to spend), 2) Shows you where and when you are exceeding or falling behind your plan (are you earning more than you anticipated? Are you spending less?) so you can make actionable adjustments, 3) Displays exactly where you are spending money and highlights the biggest deviations from your plan, helping you correct over-spending before it gets out of hand.
Is paying $49 for a template worth it?
Our Budget & Expense Tracking Template helps you save by encouraging you to set goals for your income, spending and saving and track against these goals. This helps you save in a few ways: 1) Acts as a forcing function for you to be realistic but ambitious about how much you can save, and how you are going to do it (where are you going to earn, and where are you going to spend), 2) Shows you where and when you are exceeding or falling behind your plan (are you earning more than you anticipated? Are you spending less?) so you can make actionable adjustments, 3) Displays exactly where you are spending money and highlights the biggest deviations from your plan, helping you correct over-spending before it gets out of hand.
Can I really use this even if I'm not great with spreadsheets?
Our Budget & Expense Tracking Template helps you save by encouraging you to set goals for your income, spending and saving and track against these goals. This helps you save in a few ways: 1) Acts as a forcing function for you to be realistic but ambitious about how much you can save, and how you are going to do it (where are you going to earn, and where are you going to spend), 2) Shows you where and when you are exceeding or falling behind your plan (are you earning more than you anticipated? Are you spending less?) so you can make actionable adjustments, 3) Displays exactly where you are spending money and highlights the biggest deviations from your plan, helping you correct over-spending before it gets out of hand.
Do I need Excel to use the template?
Our Budget & Expense Tracking Template helps you save by encouraging you to set goals for your income, spending and saving and track against these goals. This helps you save in a few ways: 1) Acts as a forcing function for you to be realistic but ambitious about how much you can save, and how you are going to do it (where are you going to earn, and where are you going to spend), 2) Shows you where and when you are exceeding or falling behind your plan (are you earning more than you anticipated? Are you spending less?) so you can make actionable adjustments, 3) Displays exactly where you are spending money and highlights the biggest deviations from your plan, helping you correct over-spending before it gets out of hand.
How much time will the template take to set up and use?
Our Budget & Expense Tracking Template helps you save by encouraging you to set goals for your income, spending and saving and track against these goals. This helps you save in a few ways: 1) Acts as a forcing function for you to be realistic but ambitious about how much you can save, and how you are going to do it (where are you going to earn, and where are you going to spend), 2) Shows you where and when you are exceeding or falling behind your plan (are you earning more than you anticipated? Are you spending less?) so you can make actionable adjustments, 3) Displays exactly where you are spending money and highlights the biggest deviations from your plan, helping you correct over-spending before it gets out of hand.
