📦What You’re Getting:
The Money Mastery System is a complete financial tracking and planning tool designed to organize every aspect of your personal and business finances—without the overwhelm. Built for women in business who want full clarity and control over their money.
Whether you’re a solopreneur, freelancer, or managing multiple income streams, this system helps you simplify, track, and grow.
🔍 System Features:
✅ Main Dashboard
Clean, visual overview of your monthly financial health
Auto-populated from all key areas of the system
Displays total income, total expenses, savings, debt status, and net worth
💼 Business & Personal Budgeting Tabs
Separate but connected budgeting spaces for your personal and business finances
Monthly view for tracking all cash flow
Color-coded inputs and automated charts
📂 Transaction Upload + Categorization System
Copy/paste your bank transactions directly into the sheet
Built-in category dropdowns and automation to sort spending
Split transactions, business tags, and refund tracker included
🏦 Savings Planner + Goals
Plan and track multiple savings goals at once
Automatically calculates how much to contribute monthly
Custom goals for emergency funds, travel, investments, and more
🧾 Debt Manager
Separate long-term and short-term debt tracking tabs
Track interest, payments, and payoff progress
Includes a Debt Payoff Projector to model different strategies
📈 Monthly & Yearly Overviews
Set monthly budgets, track actuals, and compare goals vs. performance
Yearly view for big-picture tracking across all accounts and categories
🧮 Net Worth Tracker
Real-time view of assets vs. liabilities
Update your balances monthly and watch your net worth grow
🎁 Bonus Tools Included:
Account Navigation Panel for easy tab switching
Built-in Help Notes & Tooltips for every page
Protected formatting (no risk of breaking formulas)
Monthly Checklists and Review Sections to stay on track
🔧 Tech Requirements:
Google Sheets (Free with a Gmail account)
Best used on desktop or laptop (mobile-friendly for viewing only)
No spreadsheet expertise required – plug and play
👩💻 Who It’s For:
Women entrepreneurs, creatives, and small business owners
Anyone juggling personal and business finances
People who want to ditch scattered spreadsheets and use one complete system
📬 Delivery:
5-10 Days After Checkout, after the onboarding form is complete
Setup instructions included
Optional add-ons available: Extra business integrations, technical support calls, 1-on-1 setup sessions
💳 Payment Details:
One-time payment
Lifetime use
All future updates included