Excel Personal Finance Suite
All-in-One-Template
Unlimited License



- Clear Finances
See exactly where your money goes each month. No guesswork.
- Easy Setup
Ready-to-use Excel template, no coding or formulas required.
- All Excel Versions
Supports all versions of Microsoft Excel. No VBA used.
- Secure Payment
Instant download. Secure payment via our trusted partner DigiStore24.
Template Overview
All-in-One Template
All-in-One Advantages
- One file combining Budget Pro & Net Worth Tracker Pro
- No switching back and fourth between files
- No double tracking
- Both template logics linked to each other
- Budget & Net Worth Dashboard + Net Worth Projection all side-by-side
Personal Budget Pro Version
- Budget planning & tracking with automated dashboard
- Sub-categories for more detailed breakdown
- Extended dashboard insights
- Accounts integrated from Net Worth Tracker
Net Worth Tracker Pro Version
- Net Worth and contributions tracking with automated dashboard
- Clear monitoring of progress toward custom net worth goals
- Advanced net worth growth metrics
- Net worth projection (advanced model)
Take control of your personal finances today
60-day money-back guarantee
How the Personal Finance Suite came to life
Watch the launch video for our Pro Template line
Our 3-Dashboard Personal Finance Approach
Ready to get started?
Get the Personal Finance Suite and save 25% compared to getting both Pro templates individually
Personal Budget
Pro Version
$59
Unlimited License
- 1 Template (Pro Version)
- Everything in Base Version
- Categories & Sub-Categories
- Debt as new Allocation Type
- Account Tracking
- Extended Dashboard
Net Worth Tracker
Pro Version
$59
Unlimited License
- 1 Template (Pro Version)
- Everything in Base Version
- Net Worth Growth Metrics
- Improved Dashboard Design
- Net Worth Projection Tool
Personal Finance Suite
All-in-One Template
$89
Unlimited License
- 2-in-1 Template
- Single Templates Value: $118
- Personal Budget (Pro)
- Net Worth Tracker (Pro)
- Combined System
- No Double Tracking anymore
- Save 25% vs Single Templates
Already a customer?
If you purchased the Personal Budget (Base) or Net Worth Tracker (Base) before January 13, 2026, you’re eligible for a discounted upgrade to the Pro version and the Suite.
Please email upgrade@excelfind.com from the address used at purchase to receive your upgrade offer.
FAQ
Got questions? We’ve got the answers.
Do I need to be an advanced Excel user to use the template?
Not at all. The template is designed to be easy to use, even if you’re new to Excel. You can start tracking your budget right away without needing advanced skills.
Which version (Base, Pro, All-in-One Suite) is the best for me?
The Base version is the best if you like to keep things simple. It’s the original version of the Personal Budget used by thousands of happy customers.
The Pro version includes everything from the Base version plus a collection of powerful extensions such as sub-categories, accounts, an additional debt type, and expanded dashboard insights. It lets you dive deeper into your finances and uncover insights that the Base version cannot provide. These additions were originally developed as custom features for customers who were willing to pay extra for advanced functionality. Instead of limiting those improvements to individual one-off projects, we bundled the most requested upgrades into a polished Pro version and made it accessible to everyone for only a small premium.
The All-in-One Suite combines the full power of both the Personal Budget and the Net Worth Tracker into a single, seamlessly integrated system. It lets you manage your monthly budget and long-term wealth growth in one place, with shared data, unified dashboards, and a streamlined workflow that eliminates double-tracking. The Suite is designed for users who want complete financial oversight, from daily spending decisions to long-term asset, debt, and net worth development. Instead of maintaining separate files, you get one cohesive environment built for clarity, accuracy, and long-term financial planning.
If I buy the Base version now, can I upgrade to Pro or the All-in-One Suite later just paying the difference?
Unfortunately no. Since all of them are separate template files, you need to make your decision before the purchase.
The only exception will be customers who bought the Base version before the Pro version and the All-in-One Suite were announced. For these customers, we will offer discounted upgrade paths for a limited time.
Is this a one-time payment?
Yes, it’s a simple one-time payment. Once you purchase, you have an unlimited license for the template as displayed above. There are no hidden fees or subscriptions.
Which Excel versions are supported?
The template supports all Microsoft Excel Desktop versions (both Windows and Mac) back to Excel 2003. The template does not support Google Sheets or any other open source alternative to Excel.
What if I run into technical issues?
No worries, we’re here to help. All customers get free support. Just send us an email at support@excelfind.com and we’ll make sure you’re up and running quickly.
Can I edit and customize the template?
Yes. The template is fully editable. No locked worksheets, no hidden areas, and no VBA code. You can adapt it to your needs, add your own functionality, or customize the design as you like.
Do you offer discounts on the template?
We don’t offer discounts, because we believe the template is already priced very fairly for the value it delivers. With a one-time payment, you get unlimited access and support. No subscriptions or hidden fees.
Am I allowed to share the template with others?
The basic license is for personal use only, which means you and your household members can use it freely. Sharing or reselling the template outside your household isn’t allowed.
For professionals interested in using the template with their clients, we offer special licensing options. Please reach out to us at info@excelfind.com and we’ll be happy to discuss details.
I’m a professional (advisor, consultant, etc.). Can I use the template with my clients?
For professional use (e.g. financial advisors using the template for their clients) or if you’re interested in promoting the template, we offer special licensing options. Please reach out to us at info@excelfind.com and we’ll be happy to discuss details.