A woman is sitting looking at her laptop biting down on a pencil out of frustration over her finances.

Do your finances leave you frustrated day after day month after month?

I’ve got good news.
There’s a simple solution.

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Hi! I’m Caitlin.

Do you worry about money every time you spend it? Do bills creep up and surprise you? Does it ever feel like everyone else has it together when it comes to money while you… don’t?

You’re not alone. I help people JUST LIKE YOU find out why it always feels like their money is all used up at the end of the month, even when it seemed like there would be extra.

The Simple Spending Plan won’t deprive you of life’s little joys… and it can help make budgeting FUN for you and your household so that money is a happy thought, not one that makes your heart sink.

Friends don’t let friends budget alone. Let’s tackle this thing—together.

 

 Are you ready?

 

Is it time to overhaul your finances? Take the quiz to find out! Grab a sheet of paper and count up your “yes”s to the following questions.

 

Does this sound like you?

“Ugh, I spend and spend and spend but I have no idea where my money goes. I never seem to have enough at the end of the week. I make plenty of money, but always feel like I’m living paycheck to paycheck.

Will it ever stop?”

Have you started to lose hope that you could ever have more?

You are absolutely killing it in other areas of your life—but you still can’t seem to get your finances under control. In fact, your finances drain you, and you feel more frustrated each day. You can’t remember the last time you felt both happy and calm about your financial situation.

 

Do you start and stop budgeting frequently?

Do you go all in on a budget only to end up feeling trapped by it, so you then rebel against the system and splurge…

 

…only to then feel guilt or anxiety over your splurge??

Do you second-guess your self-care spending, retail therapy, or dinners out?

 
 

Do you find yourself surprised by expenses? Do you pay bills at the last minute? Do you incur a lot of late fees?

Do you know when pay day is and when your bills are due? Do you know what you have coming up for annual expenses this year? Do you know what you have for subscriptions?

Would you give anything for a real, solid, trustworthy financial friend in your corner?

Do you find yourself hiding your financial worries from friends because you’re afraid of being judged? Do you crave a non-judgmental outlet to discuss your money woes?

 

If you answered “yes” to any of these questions, it’s time for a new way of doing things.

You are not alone, and you deserve to feel at ease with your finances

get your budgeting butt in gear.

The Simple Spending Plan Template for Google Sheets is the perfect mix of done-for-you and DIY so you can get your finances organized and create a home budget for once and for all. Paired with a complete tutorial and user guide, this system provides everything you need to create a successful budgeting routine.

 
 

a Complete system

I’ve got you!

The system includes everything you need to track your monthly income, savings and expenses all in one easy-to-see, clean and colorful dashboard. From when your bills are due down to what Amazon purchases you’ve made this month, track as little or as much as you want.

 

system training

Budget|BFF won’t leave you hanging!

The system includes a complete training guide with workflows along with a video tutorial for how to practically set up your budget and use the Simple Spending Plan for your unique life.

The Simple Spending Plan is the only budgeting system you will need from now on.


—————————— What’s Included ——————————


The Monthly Dashboard.

The Dashboard is where the magic happens! This is where you will land as soon as you open the template, and where you will have a complete picture of your monthly income, savings and expenses.

Weekly Income + Savings Tracker.

Track your income and savings amounts whether you are paid weekly or bi-weekly. (Not on payroll because you work for yourself? No problem! The Income + Savings Tracker works for the self-employed as well!)

Projection Worksheet.

Forecast your upcoming paychecks and expenses with this “dummy” account ledger.

Four Account Ledgers.

Track your actual income and expenses with the account ledgers. Ledgers mirror your accounts, but allow you to track in real time rather than waiting for the transactions to hit your account. You will always what you actually have available to spend.

Variable Expense Tracker.

While the Dashboard reflects your expected variable expenses for the current month, the Variable Expense Tracker is used to document your actual expenses throughout the year on a month-to-month basis.

Monthly Credit Card Transaction Tracker.

Document your credit card transactions through the year on a month-to-month basis.

Debt Tracker.

Track your various debts and create a plan for paying it down.

 

A Complete Training Guide + Video Tutorial.

Know exactly what to do! The Training Guide and Video Tutorial will walk you through every aspect of the template and how to use it.

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Have questions? Connect with me!


Feeling a little overwhelmed? I've been there. Take a deep breath, and know this:

You could not be in more understanding hands, and I cannot wait to hear from you. I'll be back with you within 1 business day.

 

This is me. Caitlin.

I'm a real person. Feel free to reach out!