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WHAT YOU GET

Every field, checklist, and dashboard — broken down by tier

No guesswork before you buy. Here's exactly what duplicates into your Notion workspace at each tier, down to the individual database field. Pricing lives on the Pricing page — this page is the full contents list.

Starter — £9 Core — £19 Growth — £29 ★ Ultimate — £49
Starter — £9
Solve one problem

A complete monthly budget system. Nothing more, nothing less.

Core — £19
Run your household budget

Budgeting, plus a savings & balances tracker and a bills calendar.

Growth — £29
Grow it

Everything in Core, plus savings goals, net worth, and a how-to library.

Ultimate — £49
Take it all

The complete collection, plus a pack of extra budgeting templates.

STARTER

Budget & Cash Flow System

A Notion workspace built specifically to organise a monthly budget, start to finish.

£9one-time
Get Starter

ABudget Dashboard

  • Monthly income sources
  • Fixed bills & due dates
  • Spending category totals
  • Month status
  • Quick links to related pages

BMonthly Budget Checklist

  • Income logged
  • Fixed bills set aside
  • Savings transfer scheduled
  • Groceries budget reviewed
  • Discretionary spending logged
  • Leftover balance allocated
  • Categories reconciled
  • Month closed out

CExpense Tracker Database

  • Date & merchant
  • Category & amount
  • Payment method
  • Recurring vs. one-time
  • Notes

DStarting-Point Questionnaire

  • Monthly income & take-home pay
  • Fixed vs. variable expenses
  • Existing commitments & balances
  • Savings goals
  • Upcoming known expenses

EMonthly Budget Timeline

A visual stage-by-stage tracker for every budget cycle.
Income received → Bills allocated → Savings set aside → Spending tracked → Month reviewed → Rolled to next month

FResources / Links Section

  • Bank & account links
  • Statements folder
  • Category reference guide
  • Other important links
✓Instant Notion duplicate link
✓PDF setup guide
✓Email support
CORE

Core Budget Planner

A complete household budget planner covering your budget, savings, bills, and day-to-day spending — not just one isolated template.

£19one-time
Get Core
Includes your complete Starter Budget & Cash Flow System, plus:

ABudget Command Centre

The main dashboard for your whole household budget.
  • Total balances & monthly spend
  • Bills due this week
  • Savings goal progress
  • Recent transactions
  • Quick links to every system

BSavings & Balances Tracker

  • Account name, balance, monthly payment
  • Priority & schedule
  • Extra contributions & notes
Listed → Payments scheduled → Contributions added → Progress updated → Goal reached

CBills & Subscriptions Calendar

  • Bill name, amount, due date
  • Status & auto-pay flag
  • Category & notes
Upcoming → Due soon → Paid

DRecurring Payments Log

A centralised database of every recurring charge.
  • Subscription, amount, cycle
  • Renewal date & category
  • Cancel-by reminder

EHousehold Overview

  • Income sources & frequency
  • Shared vs. individual expenses
  • Emergency fund status
  • Contact info for joint accounts

FMoney Dashboard

  • Total balances & monthly bills
  • Savings rate & upcoming deadlines
  • Cash flow this month
✓Instant Notion duplicate link
✓PDF setup guide
✓Email support
MOST POPULAR

Growth Budget Planner ★

The flagship system. Everything in Starter and Core, plus the savings, net worth, and reference layer that turns your Notion workspace into a real household dashboard.

£29one-time
Get Growth
Includes everything in Core (and Starter), plus:

ASavings Goals Tracker

  • Goal name, target amount, deadline
  • Current progress & contribution schedule
  • Sinking funds by category
GoalTargetSavedStatus
Emergency fund£3,000£1,800On track
Holiday£1,200£400In progress

BNet Worth Tracker

  • Assets by category & account
  • Account balances
  • Month-over-month change
Assets logged → Balances logged → Net worth calculated → Trend reviewed

CAnnual Spending Review

Year-over-year money metrics in one place.
  • Monthly income, spending & savings rate
  • Biggest spending categories
  • Savings added this year
  • Average monthly cash flow
  • Goals hit vs. missed

DHow-To Library

Categories: Budgeting, Saving, Bills, Planning, Household basics. Each guide includes purpose, steps, and a checklist.
Example — Setting Up a Sinking Fund:
Pick the goal → Set the target → Calculate monthly amount → Automate the transfer → Track progress → Spend when ready

EReporting Dashboard

  • Income & spending overview
  • Savings progress status
  • Savings goal completion
  • Monthly summary

FReference Library

  • Templates & important links
  • Tools & documents
  • Bank & account resources
✓Instant Notion duplicate link
✓PDF setup guide
✓Email support
ULTIMATE

Complete Budget Suite

Not a mystery bundle — simply the largest one. Every system from Starter, Core, and Growth, organised into four groups, plus a pack of standalone money templates.

£49one-time
Get Ultimate
Includes everything in Growth (Starter + Core + Growth), plus:

1Budgeting & Cash Flow

  • Monthly budget & expense tracker
  • Income database
  • Budget checklist
  • Starting-point questionnaire

2Savings & Bills

  • Savings & balances tracker
  • Bills & subscriptions calendar
  • Recurring payments log
  • Progress dashboard

3Savings & Net Worth

  • Budget command centre
  • Savings & net worth dashboards
  • Reporting dashboard
  • How-to & reference library

4Planning & Review

  • Annual spending review
  • Goal tracking & progress
  • Sinking funds library

+Extra Templates Pack — exclusive to Ultimate

Nine standalone templates, included on top of the full system collection.
  • Weekly money check-in
  • Big purchase planner
  • Gift & holiday budget
  • Travel budget planner
  • Weekly review
  • Monthly review
  • Bill negotiation tracker
  • Goal retrospective
  • New income planning template
✓Instant Notion duplicate link
✓PDF setup guide
✓Product documentation
✓Personal-use licence

Ready to pick a tier?

Every tier ships the same way: instant duplicate link, PDF guide, and email support.

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