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HOUSEHOLD MONEY. EVERYDAY PLANS.

Your money,
with a plan.

An Excel budget workbook, two undated PDF tablet planners and a setup guide.

See what comes in, what goes out and what’s left. Give your days a little more direction, too.

See files & offer

One-time purchase · Digital files in English

XLSXThe money workbook
Compare your plan with your actual spending.
Real file · example data · tap to view the full sheet
+ Full planner+ Simple planner+ Setup guide
Editable year & categoriesOne daily ledger, multiple accountsUndated quarterly plannersSetup guide included

A LOOK INSIDE THE REAL FILES

See what you’ll do.

START

Make the workbook yours.

Set the year and currency symbol. Rename the categories to fit your household.

A fresh copy gives each new year its own clean start.

You setYear, currency & payday
Yellow cells are the input areas.
You personaliseYour own categories
Keep what fits. Rename what doesn’t.

TRANSACTIONS → MONTH

One ledger. Your accounts together.

Record each daily movement once. Choose its account, category and amount.

January entries and a separate March summary are shown, not a live edit.

You enterThe daily movement
Checking, card or cash, in the same ledger.
You reviewMonthly account balances
Transfers move money without counting as spending.

MONTH

See the gap between plan and reality.

Set your budget, then log your spending. The monthly sheet compares the two.

The summary uses your Budget and Transactions entries.

The overviewPlanned beside actual
Income, expenses and what’s left, together.
The detailWhere the difference comes from
Look down the categories to see what changed.

DEBTS

Give repayments a direction.

Enter your debts, choose snowball or avalanche, and set any extra monthly payment.

An estimate, not a promise. Actual debt payments are entered separately.

You chooseMethod & extra payment
These are inputs, not a repayment guarantee.
The estimateA possible debt-free month
The plan is calculated from the details you enter.

SAVINGS

A target you can keep track of.

Name a goal and set its target. Log savings on Transactions using the same goal name.

Both excerpts show the same example goals. This is a static preview.

You setThe goal & target date
Your goals, amounts and dates go in the yellow cells.
The progressSaved & progress
The same goals, with saved amounts and percentage progress.

TWO UNDATED PDF PLANNERS

A lighter day. Or a fuller plan.

Simple gives your day flexible time blocks. Full adds an hourly schedule and habit pages. Both are included.

Undated quarterly PDFs. Write your own dates. Separate from the workbook; no syncing.

Simple planner · Example entries

Three priorities. Room to breathe.

Choose what matters, then plan your day

A food shop in the morning. Project work in the afternoon. No hourly timetable.
Also on the full page: brain dump & one win today.

Full planner · Example entries

Set a time. Build a habit.

Give tasks a time · 6–11am excerpt

On a separate monthly page · first 11 days

The daily page also includes priorities, a to-do list & notes. Tap any excerpt to see its full example page.

YOUR DOWNLOADS

Get Sorted Kit.

  • Excel household budget workbook.xlsx
  • Full undated tablet plannerZIP · quarterly PDFs
  • Simple undated tablet plannerZIP · quarterly PDFs
  • Setup guidePDF
  • Quick-start video and captionsMP4 · SRT

Use the workbook and planners together or separately. The setup guide helps you get started.

Digital files in English. Apps and devices are not included.

€11.99 VAT included

All files included.
Pay once. No kit subscription.

Name, email, billing address and payment are collected on the secure payment page. An invoice is optional. When you ask for one, a codice fiscale or a company partita IVA is enough; neither is required to buy.

For you and your household.
No resale or redistribution.

Good to know.

How do I get started?

Open the workbook, set your year and accounts on Start, then set a budget. Enter daily movements on Transactions. The included two-page guide explains each part.

Will the files work on my phone?

For phone use, choose a spreadsheet app that supports .xlsx files and a PDF notes app for the planners. Formula support and PDF links depend on the app. A computer or tablet is recommended for a roomier view; on your phone, you may need to zoom or scroll.

Can I use my own currency?

Set your currency symbol and rename your categories on Start. Use one currency throughout: the workbook does not convert currencies.

Do I need to know formulas?

Type in the yellow input cells and leave the formulas in place. Formula cells are not protected: if you overwrite one, use Undo or start from a fresh copy.

What if a file doesn’t work?

Contact support@getsortedkit.com for repair or replacement. Digital downloads cannot be returned after download; statutory rights still apply. The real checkout will explain immediate delivery and withdrawal consent before payment.