Personal Budget Toolkit — Excel & Interactive Browser Budget

Take control of your money. See where it goes. Build a plan for what's next.

The FEELS Personal Budget Toolkit gives you two flexible ways to manage your finances: a detailed Excel budgeting workbook and an interactive browser-based budgeting tool.

Whether you're budgeting for the first time, trying to spend less, or working toward a savings goal, this toolkit helps turn your numbers into a clearer financial picture.

What's included

• Excel Budget Workbook: Monthly planning, 12-month actual spending tracker, annual overview, financial charts, and guided instructions.
• Interactive Browser Budget: Works offline in a browser, with automatic local saving, backup export/import, and printable summaries.
• Income and Expense Tracking: Organize your take-home income, bills, spending, and savings.
• Where Your Income Goes: Visualize money spent, money saved, and money not yet assigned.
• 50/30/20 Budget Check: Compare your spending and savings allocations with a popular budgeting guideline.
• Savings Goal Tracking: Monitor progress toward emergency funds and other financial goals.

How it works

Download both files after purchase. Open the Excel workbook in Microsoft Excel, or open the HTML file in a compatible browser. Enter your information and follow the guided steps.

The Excel and browser editions work independently; entries do not sync between them.

The browser edition saves locally in your browser on your device. Export regular backups because clearing browser data may erase saved entries.

Digital product: Includes one .xlsx workbook and one .html file. No physical item will be shipped.

Created by FEELS Consulting — Financial Enlightenment Equals Longterm Success.