Budget Templates and Money-Saving Tools
Here are the tools I use to save on everyday spending as well as the templates I use for my own family's budget
Quick note: some of the links on this page are affiliate links (which means I might earn a small commission at no cost to you). I only share the apps I've personally tested.
SAVE ON EVERYDAY SPENDING
I use a lot of cash back apps. These four are the ones that actually add up.
Rakuten
Cash back when you shop online at stores you already use.
Get $50 when you spend $50
Ibotta
Cash back on groceries and everyday items, in store and online.
Get $10 bonus with my link
Fetch
Scan any receipt for points you can trade in for gift cards.
Get 2,000 bonus points with my link
Upside
Get cash back on gas. Link your card or upload a receipt.
Get 2,000 bonus points with my link
BUDGET TEMPLATES
Ultimate Budget Bundle
$18 - one-time purchase
Every budget templates I use, in one set of Google Sheets. They do the math for you, and each one comes with a video tutorial.
What's included
- Monthly budget with income, expenses, debt and savings
- Annual budget, January through December
- Vacation and Christmas budgets
- Sinking funds tracker
- Net worth tracker
- Video tutorials, plus a look at my own monthly budget
My take: These are the same templates I use for my family's budget and sinking funds.
Monthly Budget Template
- Monthly template
- Video tutorial
- Examples of our budget
$9 one-time purchase
GET ORGANIZED
If you want your budget to mostly run itself, start here. These link to your bank accounts and categorize everything for you.
Emergency Binder
Everything your family would need to know if something happened, all in one place.
Trust & Will
Your Emergency Binder records your wishes. A will makes them official.
Create a will or a trust online. Attorney help is available if needed for complex situations.