Bundle - 5 Templates
New Year Financial Reset
A new year is a natural reset point for finances. Set up a complete system with five templates that cover planning, monthly and annual budgeting, net worth tracking, and travel - all ready for a fresh start.
In Depth
Fresh Templates, Fresh Habits
There is something psychologically powerful about starting with a blank slate. Previous years carry the weight of missed targets, abandoned tracking efforts, and categories that no longer fit. A new set of templates removes all of that baggage and creates space for a system that reflects current priorities and circumstances rather than inherited ones.
The beginning of a year also offers a natural alignment between planning and action. Setting up a financial planning dashboard in January means the goals defined there guide the entire year ahead. A monthly budget started in January captures twelve full months of data by December - the complete annual picture that makes year-end review genuinely informative rather than partially reconstructed.
One practical consideration: many people set financial goals in January but lack the infrastructure to track them. A goal like "save $10,000 this year" means little without a monthly budget that shows where $833 per month comes from and a net worth tracker that confirms the savings are actually accumulating. The gap between intention and execution is usually a tools problem, not a motivation problem.
Why This Bundle
Why the New Year Is the Right Time for a Financial System
January is when most people think about their finances. Instead of a vague resolution, set up actual tools that make tracking and planning straightforward all year long.
Start the year with a clean slate
Fresh templates for a fresh year. No leftover data from last year, no categories that no longer fit. Set up your financial system from scratch to match where you are now.
Set goals while motivation is high
The financial planner is where you define what this year looks like financially. Set net worth targets, savings goals, and spending priorities while you are thinking about them.
Build the tracking habit from day one
Starting in January means you capture the full year. The monthly budget is most useful when you have 12 months of data to compare, and starting early gives you exactly that.
Complete system at bundle pricing
Five templates for $79 instead of $137 individually. Set yourself up for the year without overpaying.
What's Included
Your New Year Financial Toolkit
Financial Planning
$39 individuallyStart here. Take stock of where you are financially - assets, debts, income, expenses. Then set the goals and priorities that will guide your year.
View templateNet Worth Tracker
$35 individuallyRecord your January 1st net worth as your baseline. Update monthly to watch progress throughout the year. By December, you will have a clear picture of how far you have come.
View templateMonthly Budgeting
$19 individuallySet up January categories and budgets, then carry the structure forward each month. The earlier you start, the more complete your year-end picture will be.
View templateAnnual Budgeting Planner
$29 individuallyMap out the entire year - when big expenses hit, which months have extra income, and how to spread financial goals across 12 months. This is your year-long roadmap.
View templateTravel Budget Planner
$15 individuallyPlan any trips for the year ahead. Budget them in advance so they are accounted for in your annual plan rather than being an unplanned expense.
View templateSee the Templates
What you get in this bundle
Browse screenshots from all 5 templates included in this bundle. Each template is a separate Google Sheets file you can customize to fit your needs.
- 5 complete spreadsheet templates
- Automatic calculations and charts
- Fully customizable categories
- Works in Google Sheets (free)
- Your data stays in your Google Drive
Complete financial overview with net worth and goals
Set and track progress toward financial milestones
Track your net worth over time with charts
Breakdown of all your assets
Full year budget overview with monthly breakdown
See how your budget is allocated across categories
Dashboard with income, expenses, and savings at a glance
Log transactions with automatic categorization
Overview of your trip budget with totals and categories
Track flights, hotels, and other bookings in one place
Common Questions
New Year Financial Reset - FAQ
I missed January - is it too late to start?
Not at all. You can start these templates any month. The annual planner works from whatever month you begin, and the monthly budget captures whatever months remain. Starting late is better than not starting.
What if my financial situation changes mid-year?
The templates are fully editable. Job change, new expenses, unexpected income - just update your numbers. The structure accommodates changes because it is your spreadsheet to modify as needed.
Do I need to fill everything in immediately?
No. Start with the parts that feel most useful. Many people begin with the monthly budget, then gradually set up the annual planner and financial planning template as they get comfortable.
Can I use these templates year after year?
Yes. At the start of each new year, make fresh copies of the templates. Your previous year data stays intact for comparison, and you start clean.
How is this different from using a budgeting app?
Spreadsheets give you full control over structure and data. No subscriptions, no company shutting down, no data locked in someone else's platform. Your data stays in your Google Drive.
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Get the New Year Financial Reset
5 templates, one purchase. No subscription. Your financial data stays in your Google Drive.