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 516 reviewsSo far I’ve only had the complete finance dashboard and annual budget system for the month of January and it has completely changed how I think of budgeting! Honestly one of my favorite things is that it doesn’t link your accounts to it so even though it’s more work to input everything, it felt “safer” to me to not have all of my accounts linked to it. I honestly can’t type everything I love about it. I’ve always kept a budget binder but this dashboard is so intentional that it helps you see the big picture of where your money is going while keeping your future in mind and helping you tackle your debts. It’s user friendly and I definitely recommend it! Also…WATCH the “how to” video that goes with it. It will make your life so much easier!
This is a great resource to stick to your tasks so they can become a habit.
Great spreadsheet!
I just bought it today. I started using it right away! It makes everything look so much clear! I realized food is where I need to budget better 😩😩 It a very useful tool. I’ve never been into budgeting but this tool has completely changed my mind. I don’t know how I didn’t over spend without it! You won’t regret it at all!
I’m absolutely loving the Complete Finance Dashboard and Annual Budget System so far! I've been wanting a tool like this for a long time, but the idea of creating something myself felt completely overwhelming. I’m so grateful this system exists—it’s everything I was looking for and more.
The video tutorial was a fantastic starting point. It was straightforward, super informational, and really helpful in making me feel confident before diving in. I also really appreciate how the system calculates debt payoff—it’s been such an eye-opener. Plugging in our transactions has made me realize exactly where our money is going, which has already led to some positive changes.
This tool feels like the key to helping my family stay on track with our budget this year. We’re excited to see how things look in the end-of-year review and feel optimistic about the financial progress we’re going to make. Highly recommend!
This is a great product, with excellent simple instructions to follow! Well worth the money. I wish Abby were here to organize my whole life not just my finances! Would love to see a sheet created for health and fitness tracking, I bet that would be fabulous too! Thank you for your hard work!
I simply love this spreadsheet. I didn’t buy the bigger bundle cus I was skeptical, I don’t do well with technology. But I simply love it. It’s easy to use. And I am going to get the full package now. Thank you for making such great spreadsheets.
Great google sheet very easy to use with excellent instructions
I appreciate that it is easy to set up and the tutorial video helps each time I have a question. The debt tracker will be beneficial as we begin to get serious on our debt payoff journey.
Complete Finance Dashboard and Annual Budget System for Google Sheets and Excel
I would like some insight on what to do if you have an unexpected debt that comes u in the middle of the year and you want to add to the spreadsheet
I really love this template! It is exactly what I was looking for. Thank you. Will love if you create one just for credit cards focused on credit score purposes
I absolutely love this! One of my new year new me goals was to work on our budget and this spreadsheet is awesome. Both my husband and I can look at it together on the computer and not have to worry about sitting with an app on our phones. I like that I can work on it via mobile if needed through the Google Sheets app. I love the graphs. Honestly this was marketed to me on Instagram and 10/10 would purchase again.
I love this spreadsheet. It keeps my spending organized and makes it really easy to see where I’m overspending!
This Monthly spreadsheet is fantastic. I have tried to years to set something like this up so I could track my spending. I was not able to accomplish it. This is perfect. Love it, and have shared it with family and friends. Thank you