UK Finance Spreadsheet Bundle (Excel) | Organised Life Growth+

Add savings jars and debt tools to grow your financial control. Excel desktop only.

Highlights

• Everything in the Momentum package, plus:
• Savings Tracker and Savings Jar Dashboard
• Debt Register, Strategy Planner and Tracker
• Auto calculations and progress visuals

What’s Included

• My Budget Excel workbook
• Smart Calendar
• 12 Monthly Sheets
• Savings Tracker & Dashboard
• Debt Register, Strategy Planner & Tracker
• Organised Life Quickstart Handbook PDF

Full Description

Growth Plus expands your toolkit with savings jars and debt management. Set targets, track progress, and plan repayments with clear visuals and Excel‑powered calculations. This tier is for people who want to grow their financial confidence and make measurable progress.

Before you buy — quick compatibility checklist

Please check the points below to make sure the Organised Life Financial Planning Suite will work smoothly on your device.

You’re good to go if you have:

• A Windows laptop or PC (Windows 10 or Windows 11)
• Microsoft Excel desktop app installed
• Ideally, Excel for Microsoft 365 (Windows) (recommended for full features) or Excel 2021 (Windows) (supported; some features may be limited)

This workbook will NOT work as designed if you use:

• Excel for Mac
• Excel Online / browser version
• Google Sheets
• Apple Numbers
• LibreOffice / OpenOffice
• Excel mobile/tablet (iOS/Android)

Macros and automation

Some features use macros (VBA) for refresh buttons and automations. You must be able to click Enable Content / Enable Macros when prompted and not be blocked by workplace security settings.

Quick final check

If you’re unsure, open Excel and confirm you’re using the desktop Windows app (not a browser tab). If you can’t access macros or you’re using Mac/Sheets, this file is not suitable.

If you need help, contact organisedlifeco@gmail.com

 © 2026 The Organised Life Co. All rights reserved. For personal use only; redistribution prohibited. Not financial advice.