Free resources

Free Excel templates and automation resources from my own finance work. Subscribe once and you’ll get each new one as it’s ready.

EXCEL TEMPLATE · AVAILABLE NOW

Monthly Budget Planner

Plan your month in one place: income, bills, everyday spending and savings, with a clear view of what’s left. It comes with a Start Here tab and sample data, so you can see how it works before adding your own numbers.

How to get it: subscribe below and the download link arrives in your welcome email.

COMING SOON

More on the way

  • Step-by-step Power Automate walkthroughs from the blog, as downloadable guides
  • More finance Excel templates, each ready to connect to a flow

Subscribers hear about each one first.

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