2027 Fresh Start Finance Bundle (3 spreadsheets, save 32%)

Three spreadsheets that cover the January money checklist: a budget, a net worth snapshot and a place to gather tax paperwork.

Good for: Anyone who wants their 2027 numbers in one organized place. Record-keeping only, no advice.

INSTANT DOWNLOAD: nothing is shipped.

Start 2027 organized with three spreadsheets that work well together: $22 if bought separately, $15 in this bundle (save 32%).

1. 2027 Annual Budget: monthly plan, sinking funds and expense tracking ($7 on its own)

2. 2027 Net Worth Tracker: monthly assets, liabilities and net worth with charts and a goal, SAMPLE + BLANK ($8 on its own)

3. Tax Document Organizer: checklist of common US tax forms, receipt log, questions for your preparer, and a still-needed list, SAMPLE + BLANK ($7 on its own)

One zip file, with each product in its own folder and its own Instructions tab. Works in Excel, Google Sheets, LibreOffice and Numbers. No macros.

These are personal record-keeping tools, not financial, tax or legal advice.

AI disclosure: this item was created with the use of AI. LB3 Trackers designed these products with AI assistance; AI tools helped write the formulas, artwork code, layouts and wording.

Instant download: after payment you get a download link right away.

Questions or a problem with the file? Message us through the store contact page. If the file doesn't work for you, we'll fix it or refund you.

License: personal use. Please don't resell or share the files.

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Save with the bundle

- New Year 2027 Money Bundle ($22, save 29%), includes this item: https://payhip.com/b/rhqV2