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Getting Started
Unsure where to start? Overwhelmed? Scared even??!
Fear not. Here's how you can quickly get started on your budgeting journey.
1. Create Categories
Separate your income, expenses, savings, and debts into categories
2. Track a Full Month
Before you try create a budget, you need to get an idea of how much you're spending on what. Try tracking a full month before preparing a budget.
3. Create Budget
When you've recovered after realizing how much you spend on restaurants & alcohol, set your budget for upcoming months and try stick to it!
Products
Keilly, BC
"Very comprehensive! I used Excel in university but I would never have the time to put something like this together for myself. SO worth it! Do yourself a favour!"
Testimonials
Scott, BC
"After several years of failing to get our finances under control, we decided to try one of Budget Maven's spreadsheets. WOW!! It's so thorough, so detailed, and the instructions make it simple for even me to use! In just 2 months, it helped us understand our finances and start paying back debt faster than we thought was possible. Amazing value!"
Carie, CA
"Perfect in every way."
WHO WE ARE
Located in a suburb of Vancouver, BC with their 2 year old son, Marta and Jeff's budgeting journey began as a bumpy one. Simply put, one of them understood the importance of tracking and budgeting their expenditures in order to maximize savings, and the other didn't.
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That all changed when Jeff experienced a layoff in 2023, resulting in a loss of over half their household income. With a large mortgage and inflation wreaking havoc on every other expense, Jeff began appreciating the importance of money management and noticed that too many people and families were struggling in silence without knowing where to turn nor how to get on track.
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With Marta's background in accounting and finance combined with Jeff's product management experience, they began creating budget templates in Excel & Google Sheets that anyone could download and use. Focused on automation, accuracy, and usability, people with little to no financial literacy can quickly get visibility into their finances and manage their way through any situation.
