THE MONEY SHIFT
Know where your
money is going before
it's gone.
A paycheck-based financial planner built for real life.
Plan every paycheck, stay ahead of bills, track your spending, build your savings, and make room for the life you're actually living.
Instant digital access • Google Sheets
WHAT YOU'LL RECEIVE
Everything you need to get started.
Your purchase includes the planner itself plus simple directions and a walkthrough to help you set it up.
The Money Shift
Your complete paycheck-based financial planner in Google Sheets, ready for you to make your own.
Quick Start Guide
A PDF with directions for accessing your planner, making your own copy, and getting everything set up.
Video Walkthrough
A step-by-step instructional video showing you how to use The Money Shift and navigate the planner.
Instant digital access • Nothing will be shipped
THE MONEY SHIFT, AT A GLANCE
See your money clearly.
Not just what you spent — what’s coming up, what’s safe to spend, and the progress you’re making.
Know where your money went.
See exactly how your money was divided across the things that matter this month.
See what you're actually spending on.
Break down everyday spending by category so the patterns are easy to spot.
Track the purchases behind the numbers.
Keep recent transactions visible so you always know where the money actually went.
See the full month at a glance.
See what's coming in, going out, being saved, and being paid down — all in one view.
BUILT AROUND YOUR PAYCHECK
Plan every paycheck.
See what’s coming in, what needs to be handled, and what’s actually safe to spend — before the money starts moving.
EVERYTHING IN ONE PLACE
Inside The Money Shift
Everything you need to plan the money coming in, keep up with what’s going out, and make progress in between.
Paycheck Planning
Plan each paycheck around what needs to be paid, saved, and handled before the next one hits.
Monthly Dashboard
See your income, spending, savings, debt payments, and upcoming transactions in one place.
Debt Payoff
Track balances, payments, and progress as you work your way toward $0.
Savings Goals
Set multiple savings and investment goals and see exactly how close you are to each one.
Money Trail
Log everyday purchases so the little spending doesn’t disappear from the picture.
Girl Math
Thinking about buying it? Enter the price and let Girl Math tell you if it’s giving “get it” or “girl… maybe not.”