Excel Personal Finance Suite

All-in-One-Template

The Personal Finance Suite combines both our Personal Budget Pro and our Net Worth Tracker Pro in one fully integrated template. Keep track of your budget and your net worth side-by-side without any double tracking and project your net worth into the future.
$89.00

Unlimited License

See exactly where your money goes each month. No guesswork.

Ready-to-use Excel template, no coding or formulas required.

Supports all versions of Microsoft Excel. No VBA used.

Instant download. Secure payment via our trusted partner DigiStore24.

Template Overview
All-in-One Template

All-in-One Advantages
Personal Budget Pro Version
Net Worth Tracker Pro Version

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

Control your Cash Flows

Budget Dashboard

The Budget Dashboard compares your planned vs tracked and helps you increase your savings and debt contributions.

Grow your Wealth

Net Worth Dashboard

The Net Worth Dashboard visualizes your financial journey, breaking down how your assets and liabilities develop over time.

Model your Future

Net Worth Projection

The Net Worth Projection models your financial situation into the future based on your custom assumptions.

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

Net Worth Tracker

Pro Version

$59

Unlimited License

Personal Finance Suite

All-in-One Template

$89

Unlimited License

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Take control of your budget today