Budget Excel Pro
A bilingual (EN/FR) budget file with monthly & yearly views, debt tracking and savings goals – ready for Power BI later.
- Income / expenses / savings dashboards
- Automatic monthly roll‑up & YTD view
- Perfect base for Power BI reporting
New · Excel + Automation playbooks for real life
Turn your spreadsheets into a wealth autopilot.
FranksWealth is a collection of premium Excel workbooks and automation templates that transform your income, bills and savings into a clear, always up‑to‑date picture – without subscription tools or coding.
Products
Start with a template, scale with automations.
The goal: one clear system that tells you where your money goes, what can be optimized, and when you hit your next milestones.
Bills & Cashflow Tracker
Never miss a payment again. See all bills, due dates and minimums in one place – with alerts you can automate.
- Bill calendar & next‑7‑days view
- Late‑risk and cashflow warnings
- Optional Power Automate email reminders
Wealth Control Center
A high‑level cockpit that consolidates your main accounts, debts, receipts and goals into a single control page.
- Net worth snapshot & trend
- Goals: emergency fund, debt, investments
- Space for your automations & tasks
How it works
From first download to “autopilot” in a weekend.
Step 1
Download & personalize
Open the Excel file, enter your categories, currencies and a few basic assumptions. No macros required.
Step 2
Add your real data
Import past months, add your bills and debts. The dashboard updates automatically as you type.
Step 3
Connect simple automations
Optionally, plug the templates into Power Automate to send alerts, summaries or sync with OneNote.
Step 4
Review once a week
Spend 15–20 minutes per week reviewing your dashboard and adjusting decisions with confidence.
FAQ
A few quick answers.
Do I need advanced Excel skills?
No. If you can use filters, drop‑downs and simple formulas, you’re good. All the heavy lifting is built‑in.
Can I use this in French?
Yes. The main budget template is built to be bilingual (EN/FR). You can switch labels and keep the same structure.
What about automation?
You’ll be able to add optional Power Automate flows later: email alerts, weekly summaries, OneNote logs and more.
What’s coming next?
More templates (OneNote, Power Automate, Power BI) and complete “systems” you can plug into your FranksWealth setup. You’ll be able to start simple and then upgrade when you’re ready.
How do I get the files?
You’ll download them as digital products (Excel, PDF and automation files) from a secure checkout. No subscriptions.