Pro Workbook Bundle cover with the Gantt planner, business dashboard and debt payoff and budget workbooks
  • Pro Workbook Bundle cover with the Gantt planner, business dashboard and debt payoff and budget workbooks
  • List of the three zip files in the bundle and the workbooks inside each one
  • Project Planner Gantt chart in week view for the website relaunch example
  • Business dashboard and P&L screens from the online seller and service editions
  • Debt snowball vs avalanche comparison next to the budget's year dashboard
  • Construction edition Tasks tab with trades, hold points and permits for an office fit-out
  • Products tab of the online seller edition with units, revenue, fees, postage, profit and margin per product

Pro Spreadsheet Bundle (Gantt, Dashboard, Budget + Debt)

This is the widest set in the shop, for someone who wants one toolkit for projects, the business and the household budget. It holds seven workbooks in three families. The Project Planner + Gantt comes in its core and Construction & Engineering editions. The Small Business Dashboard comes in Freelancer, Online Seller and Service Business editions. The third family is personal money: a Debt Payoff Tracker that compares snowball, avalanche and minimum payments for up to 10 debts, and a 12-month zero-based Budget Spreadsheet with a transaction log, paycheck budget, sinking funds and a year dashboard. Every workbook has a filled example and a blank copy, so you get 14 .xlsx files across 3 zips, plus the PDF guides. The debt and budget files are the US edition, with the currency as a setting.

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Scripts recalculated these files in Excel for Mac 16.114.3 and LibreOffice. Excel for Windows, older Excel versions and Google Sheets have not been tried.

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What's included

  • Pro-Workbooks-1-Project-Planner-Gantt.zip: core and Construction & Engineering editions, filled example + blank each, 4-page PDF guide
  • Pro-Workbooks-2-Small-Business-Dashboard.zip: Freelancer, Online Seller and Service Business editions, filled example + blank each, 3-page PDF guide
  • Pro-Workbooks-3-Debt-Payoff-Budget.zip: Debt Payoff Tracker + Budget Spreadsheet (US edition), example + Start Fresh each, README PDF
List of the three zip files in the bundle and the workbooks inside each one

How it works

  1. List of the three zip files in the bundle and the workbooks inside each one
    Three families, three zips Zip 1 is the Gantt planner (core + construction), zip 2 the business dashboard (3 editions), zip 3 the debt payoff tracker and budget.
  2. Project Planner Gantt chart in week view for the website relaunch example
    Plan the work The Gantt chart draws itself from your task list, with dependencies, working days, holidays, a RAID log and resource load.
  3. Business dashboard and P&L screens from the online seller and service editions
    Run the business Freelancer, online seller and service business editions: ledgers, invoices, monthly P&L and KPIs.
  4. Debt snowball vs avalanche comparison next to the budget's year dashboard
    Sort the money Snowball vs avalanche side by side with interest saved and payoff dates, plus a 12-month budget with a year dashboard.
  5. Construction edition Tasks tab with trades, hold points and permits for an office fit-out
    Schedule site work The construction edition adds trades, inspection hold points and permits on top of the planner.
  6. Products tab of the online seller edition with units, revenue, fees, postage, profit and margin per product
    See profit per product The online seller edition estimates platform fees when left blank and shows fees, postage, profit and margin per product.

Compatibility and file formats

Scripts recalculated these files in Excel for Mac 16.114.3 and LibreOffice. Excel for Windows, older Excel versions and Google Sheets have not been tried.

Instant download from Etsy · nothing shipped.

Video

Questions

Is everything included?

Yes: every edition of all three workbook families, with filled examples and blank copies.

Is the budget in US dollars?

The debt and budget files are the US edition; the currency is a setting (USD, GBP, CAD, AUD, EUR). The business dashboard takes any currency symbol.

Planning aid only: check dates, durations and resources with your team. No warranty of fitness for any purpose. Bookkeeping aid only, not financial, accounting or tax advice. The tax set-aside is a savings % you choose; ask a qualified accountant or your tax office what you owe. No VAT/sales-tax returns.

Related

This bundle contains: