Free Google Sheets Template

Know what you can cut
— and what you can't

A simple, powerful expense tracker that shows your fixed vs. flexible spending, monthly trends, and category breakdowns — all in one spreadsheet.

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What's inside

Everything you need to track a full year of spending — no apps, no subscriptions.

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Multi-Account Tracking

Track checking, savings, and credit cards in one place. See balances and cash flow per account.

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Monthly Dashboard

Income vs. expenses, savings rate, and account balances — updated automatically each month.

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Category Breakdowns

Customizable categories for income, expenses, and transfers. See exactly where each dollar goes.

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Custom Filtered Reports

Filter by account and date range. Get beginning/ending balances, per-category totals, and daily cash flow.

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Recurring vs. One-time

Tag transactions as recurring or one-time. Understand your fixed costs vs. variable spending.

Try Before You Commit

Comes pre-loaded with sample data so you can explore the dashboards before entering your own transactions.

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Once you know what's fixed and what's flexible, the next question is: what's your Confidence Spend™?

Lumifin calculates the most you can spend each year — after taxes, healthcare, and inflation — without running out. Then model life decisions to see how each one changes that number.

Learn more →