Back to resources
Finance

Budget Planning Worksheet

When you’re running a solo business, it’s easy to lose track of where your money is actually going. Subscriptions and expenses add up, and a lot of solopreneurs operate on “cash in the bank” rather than an actual budget.

The Toolbox

The Budget Health Checkup takes your total spending in key areas and shows it as a percentage of your monthly income, measured against a benchmark so you can see where you’re spending too much.

The Vacation Savings Calculator works out how much to set aside each month so you can take time off without stressing about money.

Work through the Budget Health Checkup either as a Google Sheet or as an on-screen interactive tool. Save the Vacation Savings Calculator to your Google Drive.

Budget Health Checkup Your spending by area, as a percentage of monthly income, against a benchmark. Make a copy
Budget Health Checkup (Interactive) The same checkup on screen. Fill it in and see your results straight away, with nothing to copy or download. Open
Vacation Savings Calculator How much to set aside each month to take time off without the money stress. Make a copy

Further reading

The latest posts on financial management from the blog.

  • Loading the latest posts…
Read more

Got a question? Need some help?

Fill out the form and I’ll get back to you.

Contact

These resources or any portion thereof may not be reproduced or used in any manner whatsoever without the express written permission of the publisher.