Bill Tracker & Savings Challenges + Live Dashboard (Digital Download)

Bill Tracker & Savings Challenges + Live Dashboard (Digital Download)

$12.53 USD

Bill Tracker & Savings Challenges + Live Dashboard (Digital Download)

$12.53 USD

Not just a spreadsheet. A live dashboard app. Your planner comes with a live web dashboard: animated gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus the full Excel + Google Sheets workbook.

See every bill, the paycheck that covers it, and your savings challenges filling up, in one place.

List each bill once and the tracker puts every due date on a monthly calendar, matches it to the paycheck before it's due, and shows what each paycheck has left after bills. Tick bills off as Paid, see what's unpaid in the next 7 days, add any bill to Google Calendar in one click, and audit subscriptions to find yearly savings. Pick from 10 savings challenges and check off each step as the progress rings fill. Lighter than a full budget, built by a family-run Ohio shop.

What's included

  • Bill Tracker & Savings Challenges - BLANK.xlsx (ready for your numbers)
  • Bill Tracker & Savings Challenges - SAMPLE.xlsx (filled with example data to explore)
  • Access card (PDF) with setup steps and your live dashboard unlock
  • Live online dashboard for phone, tablet or computer, free with your order

What it does

  • Bill calendar for any month, with Paid / Due soon / Past due status
  • Each bill matched to the paycheck before it's due, with what's left after bills
  • Unpaid and due in the next 7 days, always on the Dashboard
  • Add any bill to Google Calendar with one click
  • 10 savings challenges (52-week, 100-envelope, no-spend and more) with progress rings
  • Subscription audit (keep, cancel, renegotiate), late-fee log and 12 sinking funds
  • Works in 14 currencies, plus 13 built-in checks

The live dashboard

Your workbook's numbers as a live web dashboard with gauges, charts and alerts, in light or dark mode. Load your workbook and every chart redraws with your data. Each order unlocks up to two logins, and your data is saved privately under your login.

How it works

  1. Download your files right after checkout.
  2. Open the BLANK copy in Excel, or upload it to Google Sheets. The Start Here tab walks you through setup.
  3. Go to buckeye-planners.web.app, sign in, and enter your order number to unlock your live dashboard.

Good to know

  • Room for 60 bills (weekly to yearly), 25 subscriptions, 50 late fees, 12 sinking funds and 10 savings challenges of up to 100 steps.
  • Works in Microsoft Excel 2016 or newer (Mac or Windows) and Google Sheets. A few chart styles look simpler in Sheets.
  • No macros, no add-ins.
  • Works in 14 currencies (US dollar by default). Pick yours on the Settings tab; it changes the symbol, it doesn't convert amounts.
  • Digital download only. No physical item is shipped.
  • Sample names and numbers are made up.
  • An organizing and planning tool, not financial, tax or legal advice.

Questions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.

Styled With

Bill Tracker & Savings Challenges + Live Dashboard (Digital Download)

You may also like