Free worksheet
Know Your Numbers
Get a clearer picture of your finances — five key numbers, all in one place.
This free worksheet pulls your five key numbers into one place. No fancy formulas, no complicated budgeting rules. Available as both a Google Sheet and an Excel file — whichever works best for you.
What you'll get
- The Know Your Numbers – Snapshot & Trackers worksheet (Google Sheets & Excel)
- Prompts to note your income, expenses, pensions, savings and debts
- A net worth snapshot to give you the full picture
- A monthly income & expenses tracker to see how money flows in and out
- A monthly net worth tracker so you can watch your progress over time
Pop in your email and I'll send the link straight over
You'll also get podcast updates — no spam, unsubscribe anytime.
We respect your privacy. Your information will only be used to send you the worksheet and occasional updates from the podcast. You can unsubscribe at any time.
📩
The worksheet is on its way!
It might take a few minutes to arrive.
Haven't had it within 5 minutes? Please check your spam or promotions folder. ⚠️