Templates

Money Management Templates

Practical templates for managing personal and household finances — budgeting, saving toward goals, paying down debt, and planning big life events.

Browse full catalog & purchase →

Need this customized for your business?

Templates get you most of the way. If you need a plan built around your actual numbers, not a generic template, our consulting team can build it with you directly.

Request a consultation →

Savings & goals

HA-MM01

Emergency Fund Tracker

Track progress toward a fully-funded emergency cushion, month by month.

$15.11 View →
HA-MM02

52-Week Savings Challenge

A structured weekly savings plan that builds a lump sum over a full year.

$15.11 View →
HA-MM03

100-Day Savings Challenge

A fast, 100-day savings sprint with a target for every day.

$15.11 View →
HA-MM04

No-Spend Challenge Planner

Plan and track a no-spend period to reset spending habits.

$15.11 View →
HA-MM05

Sinking Funds Tracker

Manage multiple sinking funds for planned future expenses in one place.

$15.11 View →
HA-MM06

Goal Savings Tracker

Set a savings goal and track contributions until you reach it.

$15.11 View →
HA-MM08

Car Savings Planner

Save toward a car purchase with a clear monthly target.

$15.11 View →
HA-MM09

Holiday Savings Planner

Plan and save for an upcoming holiday or trip.

$15.11 View →
HA-MM10

Christmas Savings Planner

Spread festive season spending across the year instead of one lump sum.

$15.11 View →
HA-MM36

Random Amount Savings Challenge

A shuffled-amount savings challenge to keep saving interesting.

$15.11 View →
HA-MM37

Spare Change Savings Challenge

Round up and track spare change savings over time.

$15.11 View →
HA-MM38

5-Year Savings Challenge

A long-term structured savings plan across 5 years.

$15.11 View →
HA-MM39

2-Year Savings Challenge

A structured savings plan across 2 years.

$15.11 View →
HA-MM40

1-Year Savings Challenge

A structured savings plan across 12 months.

$15.11 View →
HA-MM41

36-Week Savings Challenge

A structured weekly savings challenge over 36 weeks.

$15.11 View →
HA-MM42

24-Week Savings Challenge

A structured weekly savings challenge over 24 weeks.

$15.11 View →
HA-MM43

16-Week Savings Challenge

A structured weekly savings challenge over 16 weeks.

$15.11 View →
HA-MM44

8-Week Savings Challenge

A short, focused 8-week savings challenge.

$15.11 View →
HA-MM45

30-Day Savings Challenge

A fast 30-day savings sprint with a daily target.

$15.11 View →
HA-MM46

21-Day Savings Challenge

A 21-day savings challenge to build a new money habit.

$15.11 View →
HA-MM47

90-Day Savings Challenge

A 3-month structured savings challenge.

$15.11 View →
HA-MM48

Savings Goals Dashboard

See every savings goal and its progress in one dashboard.

$15.11 View →

Family, wedding & life events

HA-MM11

Children's Savings Planner

Track savings contributions and goals for a child's future.

$15.11 View →
HA-MM14

Wedding Guest Budget Planner

Track guest list numbers alongside per-guest catering and venue costs.

$15.11 View →
HA-MM15

Wedding Vendor Comparison Sheet

Compare vendor quotes side by side to choose with confidence.

$15.11 View →
HA-MM16

Dowry / Lobola Planning Tracker

Plan and track dowry/lobola arrangements and payments.

$15.11 View →
HA-MM17

Honeymoon Savings Planner

Save toward a honeymoon with a clear monthly target.

$15.11 View →
HA-MM18

Wedding Expense Payment Tracker

Track deposits, balances, and due dates across every wedding vendor.

$15.11 View →
HA-MM19

Wedding Savings Goal Tracker

Track savings progress toward your total wedding budget.

$15.11 View →
HA-MM20

Wedding Budget Planner

Plan and track total wedding spend across every category.

$15.11 View →
HA-MM24

Couples Finance Planner

Plan shared income, expenses, and savings goals as a couple.

$15.11 View →
HA-MM64

Family Emergency Plan

Organize emergency contacts, documents, and plans for the whole family.

$15.11 View →
HA-MM65

Childcare Expense Tracker

Track childcare costs across providers and months.

$15.11 View →
HA-MM66

New Baby Budget Planner

Plan and track the costs of preparing for a new baby.

$15.11 View →

Student & education

HA-MM12

School Fees Planning Template

Plan and track school fee payments across terms.

$15.11 View →
HA-MM13

College Fund Planner

Build and track a long-term college savings fund.

$15.11 View →
HA-MM26

Student Budget Planner

A simple budget built for student income and expenses.

$15.11 View →
HA-MM27

Student Savings Planner

Plan and track savings goals while studying.

$15.11 View →
HA-MM29

School Shopping Budget

Plan and track spend on school supplies and uniforms.

$15.11 View →
HA-MM30

Back-to-School Budget Planner

Plan the full back-to-school spend across every child and category.

$15.11 View →
HA-MM33

University Cost Calculator

Estimate the full cost of a university programme, year by year.

$15.11 View →
HA-MM34

Education Savings Planner

Plan long-term savings to cover future education costs.

$15.11 View →
HA-MM35

Allowance Tracker

Track allowance payments and spending for kids or teens.

$15.11 View →

Debt, credit & loans

HA-MM22

Debt Payoff Planner

Plan and track paying down multiple debts to zero.

$15.11 View →
HA-MM31

Student Loan Tracker

Track student loan balances and terms in one place.

$15.11 View →
HA-MM32

Student Loan Repayment Planner

Plan a repayment schedule to clear student loans faster.

$15.11 View →
HA-MM54

Loan Comparison Calculator

Compare loan offers side by side by rate, term, and total cost.

$15.11 View →
HA-MM55

Credit Score Improvement Planner

Plan and track actions to improve your credit score over time.

$15.11 View →
HA-MM56

Credit Card Payoff Planner

Plan a payoff schedule to clear credit card balances faster.

$15.11 View →

Property, investing & retirement

HA-MM07

Home Deposit Savings Planner

Plan and track savings toward a home deposit target.

$15.11 View →
HA-MM53

Rent vs Buy Comparison

Compare the true long-term cost of renting versus buying.

$15.11 View →
HA-MM57

Home Renovation Budget

Plan and track renovation costs by room and category.

$15.11 View →
HA-MM58

Moving Budget Planner

Plan and track every cost involved in a house move.

$15.11 View →
HA-MM59

Property Maintenance Budget

Plan and track annual property upkeep and maintenance costs.

$15.11 View →
HA-MM60

Real Estate Investment Tracker

Track rental income, costs, and returns across investment properties.

$15.11 View →
HA-MM61

Investment Portfolio Tracker

Track holdings, contributions, and performance across an investment portfolio.

$15.11 View →
HA-MM62

Retirement Savings Planner

Plan and track long-term retirement savings against a target.

$15.11 View →
HA-MM63

Cryptocurrency Portfolio Tracker

Track holdings and performance across a cryptocurrency portfolio.

$15.11 View →

Everyday money management

HA-MM21

Daily Spending Tracker

Log daily spending to see exactly where your money goes.

$15.11 View →
HA-MM23

Household Bills Tracker

Track recurring household bills, due dates, and payment status.

$15.11 View →
HA-MM25

Personal Net Worth Tracker

Track assets and liabilities to see your net worth over time.

$15.11 View →
HA-MM28

Bi-Weekly Budget Planner

A budget template built around a bi-weekly pay cycle.

$15.11 View →
HA-MM49

Passive Income Tracker

Track income from rentals, dividends, and other passive sources.

$15.11 View →
HA-MM50

Side Hustle Income Tracker

Track income and expenses from a side hustle separately from your main job.

$15.11 View →
HA-MM51

Income Tracker

Track all sources of income against your monthly plan.

$15.11 View →
HA-MM52

Savings Interest Calculator

Estimate interest earned on savings over time.

$15.11 View →