A VALHERA product

THE MONEY RESET

An Excel budget workbook and step-by-step PDF guide that helps you plan your month, track where your money goes and make room for what matters.

Plan every dollar with six simple buckets
Track spending and see your whole month on one dashboard
Check "Can I afford it?" before you spend
Save toward goals and prepare for upcoming expenses
A monthly Money Date to look back and look ahead
Instant download. No bank connection needed

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Get it on Etsy

Simple by design

How it works

Download

Buy on Etsy and download your files instantly: the Excel workbook and the PDF guide.

Plan

Add your income and give every dollar a job in your Money Plan.

Reset

Log your spending, watch your dashboard and hold a monthly Money Date.

Compatibility

Works on your computer & your phone

Designed for Microsoft Excel on a computer (desktop recommended). Also works in Excel for the web.

In the Excel mobile app, all calculations and dropdowns work, but the navigation links and buttons do not; use the sheet tabs to move between sheets.

It opens in Google Sheets, but some features (progress bars and the Category dropdown in Transactions) may not work there. Apple Numbers is not supported.

Questions

FAQ

How do I get my files?

Your files are available to download instantly after purchase on Etsy. Go to Your account → Purchases and reviews, find your order and select Download files.

What software do I need?

Microsoft Excel on a computer is recommended. It also works in Excel for the web. See the compatibility notes above for the mobile app and Google Sheets.

Does it connect to my bank?

No. You enter your own numbers, so your financial information stays with you.

Can I edit the workbook?

Yes. The sheets are protected so formulas stay safe, without a password. You can unprotect a sheet from the Review tab in Excel (Unprotect Sheet) if you want to customize it.

Is it financial advice?

No. THE MONEY RESET is an organizing tool. It does not provide financial, tax, legal or investment advice.