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- The 'Perfect' Budget Template Is Finally Here (After 48,000 Sales...)
The 'Perfect' Budget Template Is Finally Here (After 48,000 Sales...)
One setup, automated tracking all year long — the time-saving template your finances deserve
Hey there money-savers, It's Ren here!
I don't even know where to begin with this one.
After two years and over 48,861+ budget templates sold, I’ve been quietly working away at something for MONTHS - this is the brand new one I'm most proud of.
Why?
Because I've poured everything I've learned into it.
Every lesson, every piece of feedback, every "aha!" moment from helping thousands of people get clarity around their finances—it's all gone into this new design.
I finally feel like I've found the secret recipe for the perfect annual budget template.
(If you’ll indulge me for ONE issue, I’d love to share with you how it all came to be)
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Our Previous Issues
Here’s the last 4 issues in case you want to play catch up 😉…
✅The Challenge: Powerful Yet Simple
Creating something that's powerful enough to handle the complexity of real-life finances, yet simple enough for anyone to use... is incredibly difficult.
Because budgeting is personal.
We all do it differently.
That's why a truly "universal" template needs to be clear, flexible, and intuitive—without overwhelming you with features you don't need.
That delicate balance? It's taken me years to figure out.
🌷My Design Philosophy Hasn't Changed
Keep it simple. Make it beautiful.
I see so many budget tools crammed with endless charts and dashboards.
But effective budgeting isn't about having more data—it's about having the right data, presented clearly, to help you make better decisions without getting lost in the details.
That's where my superpower lies—knowing what to include... and what to leave out.
The charts don't just look pretty (because let's be honest, pretty charts alone won't help you).
They're clear, purposeful, and give you exactly the information you need instantly.
No guesswork.
Just smart, intuitive visuals that actually support your financial decisions.
😍Feature Spotlight: Automated Recurring Transactions
I'm thrilled to announce one of the standout features of this new template:
🔄 Automated Recurring Transactions
You can now set up and automate all your recurring:
💰 Income
💸 Expenses
💎 Savings
Simply set the start date, choose the frequency (weekly, bi-weekly, monthly, 4-weekly, quarterly, bi-annual, or annual), and enter the amount. That's it!
Setup happens once, and the spreadsheet handles the rest for the entire year.
After that, all you need to do is track your variable spending—like groceries, eating out, and fuel.
Imagine the time you'll save not having to re-enter the same transactions month after month!
Coming Next Week...
And this is just the beginning. Next week, I'll reveal a feature I'm even more excited about—one I know you won't find in other templates:
✅ Automated "Budget" columns across all 12 monthly tabs.
Are You As Excited As I Am?
If you're even half as excited about this as I am, reply YES to this email—it helps me know who's eagerly waiting.
Over the coming weeks, I'll be breaking down every feature and design choice behind this new template.
I hope you don't get sick of hearing about it 😅 but truly, this is what I've been working toward since day one.
This has been the most intense product I've ever created... but I have a feeling it's going to be so, so worth it. 💗
To simplicity and financial clarity,
Ren
P.S. Want to know the hardest part of creating this template? Making sure the video tutorial is absolutely perfect. Because once you watch it, I want you to get it immediately—to feel how easy and smooth this tool really is. Even though the backend is incredibly complex, on the surface, it's one of the simplest and most user-friendly templates I've ever built.
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