We all know we should get our affairs in order, but honestly, it's so daunting!! What to keep, where to keep, discard, etc. The Essentials System Course is your answer. Abby and Donnie have done a fabulous job putting this system together with folders, and lots of useful information, and what's great, they're with you throughout this journey answering questions, encouraging and giving lots of grace. If you're on the fence, jump off and get this course. It will give you peace of mind knowing that your loved ones will know your wishes when the time comes. You'll be glad you did. I am.
This class was so worthwhile! It is so well thought-out and organized. I never would have attempted this on my own. So glad I made this purchase!
This system of folders takes all those important parts of your financial and personal life and brings them all together in one place. I'm sure most people say "I need to get that kind of stuff together at some point", but this class helps you put your words into action. I feel more at ease already just gathering this information and knowing that this will help my loved ones after I'm gone. It also helps you think about what you want to say to those you love and how you would like to be remembered. I urge absolutely everyone to take the time for this class - you and your family will be so glad you did!
This was so helpful. I've spent so much time thinking about getting this done and this course gave actionable steps to just do it. It was nice to have the group component to bounce ideas off of and to stay motivated. Thanks again for putting this together.
I had already started an instruction document for my children and thought I had thought of everything to include. Boy, was I wrong. This class is so thorough that I now have no doubt that anyone that needs to find anything for my husband or myself will know exactly where to find it and what do do with it. This course is a MUST for anyone wanting to have peace of mind and leave their loved ones with the ability to carry out their wishes in regards to health care, financials, all the way to their final wishes. Such a relief to have this box completed and stored away safely until that time comes.
Let customers speak for us
from 1071 reviewsI created a simple budget for a treat for myself that I’ve used for years and my college age kids needed a budget. They love this because of the colors, but it was also great because they didn’t need to know or understand Excel or Google sheets at all! And the best part is, they’re actually using it!
This spreadsheet is perfect, clean, organized and easy to use
I had already created a google doc similar, but this one is definitely more fun and in depth. It makes budgeting....dare I say...fun?!
Love it! Very easy to use and highly recommend!
I love this! It has helped me organize my finances.
Abby has thought of everything when it comes to this system. It all works together and so far (we’re a couple weeks in) is seamless and well explained with her how to video. We recommend it for sure.
I loved the setup compared to other spreadsheets that I’ve seen, and it’s got all you’d need to easily manage and track debt payments. I only had one little issue - when downloaded as a local excel file, it lost its functionality. I was only able use it on Google Sheets.
I recently purchased this package so I’m still in the process of inputting figures. There is so much detail in the spreadsheet. There is also a video you can watch so you can work along side it to keep you right. Thanks Abby!
I love how organized I am now. All of my accounts are in one place and I have a plan to eliminate my debt.
The debt snowball is absolutely amazing! Not only does she have all the links and everything in there for you so all you have to do is type in one number and it goes to different places, it is all organized and easy to read!
I used to use software for my home finances, and that was a good process for getting an initial handle on managing our money and learning to save. The price of the software increased every year, but the software upgrades were not necessarily improvements. I didn't like some of the ways the software worked, it wasn't helpful and really didn't help me understand my money, and it didn't help me save. I switched a couple of times, and it's so hard, when you've invested so much time, to change. I was so reluctant to change, but was determined to make the leap. The first thing I purchased was Abby's monthly spreadsheet. That was great, and when she came out with the Complete Finance Dashboard I jumped on it. I spent some time working with it and ditched the software. This year's update has been amazing. I just spent an hour or so going through the new updates, setting up for the new year. There are so many wonderful new additions, like the Transaction Log and being able to check off as transactions clear the bank, the Calendar, the Cash Flow - I am so excited about these new updates and how easy they will make being able to see what's going on with our money. The whole thing is super easy to use and I would recommend watching the "training" video even if you've used the system before. Thank you Abby for this wonderful tool.
I have a clear plan now and I can see it is attainable! Thank you!
This is wonderful and so easy to use. Thank you!
Huge help. I loved this—I hadn’t ever had access to something so comprehensive. It covers everything: expenses, debt, month-to-month tracking, cash flow, and debt management. I was able to clearly see where I’m spending, where I can save, and create a realistic plan for the year ahead. The worksheets are so intuitive and well-defined, and it made my financial reality visible in a way that felt genuinely empowering.
This spreadsheet has me amazed, so much thought & detail, makes it SO easy to get everything organized to get started & keep updated. I'm looking forward to a productive & organized 2026, thanks to this program!!