Couples & Family Budget + Live Dashboard (Digital Download)

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.

One picture of your household money, and a fair split you both agree on.

Split shared bills 50/50, by income, or by your own percentage. The running settle-up balance shows who owes whom each month, joint-account bills are handled for you, and personal spending stays separate. Recurring bills like rent and daycare post themselves and flow into the settle-up, and a net worth tab shows your household total and each partner's share. Each order unlocks two logins for the live dashboard, one for each of you.

What's included

• Couples & Family Budget - BLANK.xlsx (ready for your numbers)
• Couples & Family Budget - 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

• Split shared bills 50/50, by income, or your own percentage
• Running settle-up balance: who owes whom, month by month
• Recurring bills post themselves and flow into the settle-up
• Household net worth, with each partner's share
• Shared and personal spending kept separate
• Budget vs actual for up to 12 categories
• Works in 14 currencies, plus 14 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 1,000 income rows, 1,000 shared and 1,000 personal expenses, 10 savings goals, 60 recurring items and 30 net worth accounts.
• 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.