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Personal finance templates for Excel and Google Sheets: 50/30/20 budget and savings

TemplatesNORTH / Templates / Personal

Personal Finance Pack

Five Excel and Google Sheets templates to organize your money: budget, savings, debt, fixed costs and net worth.

See in minutes where your money goes, how much you can save and when you will be debt-free. Everything calculates itself; you only enter your numbers.

USD 15 Pay in pesos or USDT

Separately USD 25 · You save 40%

  • Excel + Google Sheets
  • Spanish and English
  • Delivered by email within 1 business day or sooner

What is it?

A pack of 5 templates for Excel and Google Sheets to organize your personal finances: 50/30/20 budget, savings goals and emergency fund, debt payoff plan, subscriptions and fixed expenses, and net worth.

What is it for?

To stop keeping track from memory or in scattered notes, and make decisions with your numbers in view.

How does it benefit you or your business?

  • You see what comes in, what goes out and where it goes, without doing the math.
  • You track your goals and emergency fund with visual progress.
  • You know when you will be debt-free and what to pay first.

Templates included (5)

See all 17 templates
  • 50/30/20 personal budget

    Split your income into needs, wants and savings, with a configurable method.

  • Savings goals and emergency fund

    Set your goals and follow the progress of each one visually.

  • Debt payoff plan

    Order your debts with the snowball or avalanche method and see your debt-free date.

  • Subscriptions and fixed expenses

    Track what you pay every month and the upcoming renewal dates.

  • Net worth

    Add up assets and liabilities and follow how your net worth changes.

Quality standards

Every NORTH template meets the same checklist before it goes on sale.

  • Automatic formulas: no manual calculations.
  • Charts and dashboards that update themselves.
  • Visual alerts and drop-down lists that prevent input errors.
  • A clear split between what you enter and what is calculated.
  • One settings sheet: currency, year and categories in one place.
  • Protected formulas and no broken cells (#DIV/0!, #N/A).
  • No macros: works the same in Excel and Google Sheets.
  • Regional settings: decimal comma or point, local date and currency.
  • Usable from your phone and ready to print or export to PDF.
  • Tested in Excel (Windows, Mac and 365) and Google Sheets, with more than 1,000 rows.

What you receive

  • .xlsx file for Excel.
  • One-click link to create your copy in Google Sheets.
  • A version with sample data and a blank version ready to use.
  • PDF user guide with screenshots.
  • Short video tutorial (3 to 5 minutes).
  • Clear license: personal or commercial use, no resale.
  • Free updates with a change log.
  • Email support after purchase.

Frequently asked questions

Do they work in Excel and Google Sheets?

Yes. You receive the .xlsx file and a link to create your copy in Google Sheets with one click. They use no macros, so they work the same in both.

Can I use them in my business?

Yes. The license allows personal or commercial use. The only thing not allowed is reselling them.

What if I need help?

Every template comes with a PDF guide and a short video. If you still have questions, write to us by email.

Can I buy a single template?

Yes, each one costs USD 5. You can see all of them in the catalog.

How can I pay?

By bank transfer in Argentine pesos (Mercado Pago or AstroPay) or in USDT (Binance or AstroPay). When you click Buy you see the exact amount, and we send you the payment details by private message, on WhatsApp or by email.

Ready to move forward?

Pay by transfer in pesos or in USDT and send us the receipt. We reply within one business day or sooner.

USD 15

Separately USD 25 · You save 40%

Payment methods

  • Bank transfer in Argentine pesos: Mercado Pago or AstroPay
  • USDT: Binance or AstroPay (for security, we send you the payment details by private message)

Prices are in USD. When you click Buy you see the exact amount in pesos. For security, we send you the payment details by private message (WhatsApp or email), and after paying you send us the receipt.

Why is this project quoted?

How it works

  1. 1You book a free 30-minute video call by Zoom or Google Meet.
  2. 2We talk about your project and ask the key questions to understand what you really need.
  3. 3You receive a detailed, closed quote within 48 hours.

Price based on scope