Foundational Tools

The chaos free Budget System

Automated Cashflow Tracker
Free Template

The "Smart" Budget Template

This isn't just a spreadsheet. It includes a custom AI Script built into the menu bar.

Simply paste your OpenAI API key into the Settings tab, dump your raw bank CSV into the Data tab, and click "Chaos Tools > Auto-Categorize". The sheet will automatically sort your spending into the correct buckets using OpenAI's Chat GPT-5 mini.

  • Sheet 1: Build your monthly Income and Expense expectations
  • Sheet 2: Visualizations automatically update once the raw data is input to show your spending patterns and Budget vs actual comparisons
  • Sheet 3: Budget vs Actual details
  • Sheet 4: Paste your bank and credit card CSV data monthly
Get My Copy (Google Drive)

Requires a Google Account. Saves directly to your Drive.

Liquidity Health Check

Instant Ratio Analysis (50/30/20 Rule)
Waiting for Data

Input Monthly Figures

Diagnostic Results

Enter your data to receive a breakdown of your financial flows compared to recommended baselines.