Find your perfect fit.

A collection of Excel-based financial planning tools designed to help you budget, plan ahead, and track progress in a calm, structured way — without overwhelm.

You’ll need Microsoft Excel (desktop) for the full experience. The suite uses modern Excel features and (in some tiers) refresh buttons/automation that work best on desktop.

No — the suite is built specifically for Excel and uses features that aren’t supported in Google Sheets or Apple Numbers.

It’s best used on Excel desktop. Mobile and tablet versions of Excel can be limited (especially where automation or advanced formulas are involved).

Some tiers include optional Refresh buttons / automation that require macros. If you prefer, you can still use the planner features without running macros — but the automated refresh tools won’t work unless macros are enabled.

Yes. It’s designed to feel guided and calm, with clear input areas and a simple “start here” flow.

You don’t need to be. This is built to be used like a planner — you fill in a few key fields and the system does the heavy lifting.

Each tier includes a different set of sheets/tools. You’ll see a tier comparison on this page so you can choose the level that fits you best.

Yes — it’s an Excel workbook, so you can personalise your entries. Some areas may be protected to prevent accidental changes to formulas (so everything stays reliable).

Yes — a quickstart guide/handbook is included so you can get set up smoothly.

It’s an instant digital download. You’ll receive the files immediately after purchase.

Each purchase is for one household/user, so please don’t share or redistribute the files. If you’d love to pass it on, the loveliest way is to use my refer-a-friend offer — 10% off for your friend, and 10% off your next purchase as a thank you.

Email support is included. If you ever need help, you can reach me at organisedlifeco@gmail.com (I typically reply within 24–48 hours, Mon–Sun).

No — this is a planning and organisation tool only. For financial advice, please speak to a qualified professional.