GetNeatNumbers

Your bank CSV, turned into a budget you'll actually keep

Google Sheets templates that read your bank's statement export as downloaded, sort every transaction into categories, find your recurring bills and chart where your money goes. No typing transactions by hand, no app subscription, no account linking.

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1. Download your statementExport a CSV from your bank (Chase, Bank of America, Barclays, Revolut, Wise or any bank with a header row).
2. Paste it inPaste or import it into the template. Dates and amounts in US or European format are detected.
3. See where it wentTransactions get categorized, recurring charges detected, and the dashboard and forecast update.

Templates

The complete bundle of 6 Google Sheets finance templates

The complete bundle (6 templates)

Personal budget, subscriptions, couples, family, freelancer and FIRE: all six as separate Google Sheets, for less than buying them one by one.

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 Personal budget spreadsheet dashboard

Personal Budget

Monthly budget planner, expense tracker and spending dashboard with budget vs actual and a cash-flow forecast.

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 Subscription tracker spreadsheet

Subscription Tracker

Finds recurring charges in your bank statement, with a renewal calendar and what each one costs per year.

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 Couples budget spreadsheet with settle-up

Couples Budget

Shared expense tracker with split rules per category and a settle-up balance: who owes whom, worked out for you.

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 Freelancer tax tracker spreadsheet

Freelancer Tax Tracker

Self-employed income and business expenses, with a quarterly tax set-aside estimate.

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 Family household budget spreadsheet

Family Budget

Household budget planner and monthly expense tracker with budget vs actual and recurring bills.

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 FIRE calculator spreadsheet

FIRE Planner

FI number, savings rate and years to financial independence, built from your real spending.

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Why a spreadsheet?

Your data stays in your own Google Drive. There's nothing to link and nothing to cancel: you buy it once and the copy is yours. It works in any browser, and you can check it on your phone in the free Google Sheets app.