The Simplified Budget for Families

Create a Customized Budget You Can Stick To

A simple course to FINALLY set-up your customized budget that fits YOUR needs. When the “unexpected” expenses occur way too often, have a plan already in place!

This course walks you through step by step how to set-up your budget either by yourself or with your spouse.

The best part about this course, is you'll feel much more in control and confident about your next steps for your finances.

After using the reflection questions and worksheets, you'll have a better understanding of the vision you want for your family and be able to explain that to your significant other!


Why people get a budgeting course

Money is a sensitive topic. And if you throw in your baggage and your spouse's baggage related to money, it's the recipe for tension.

The thing about budgeting though, is it is not set it and forget it. You have to review it every month and revisit it, and double check you're on track. You can't just forget about it! But the MORE you talk about it, the easier it gets each time!

This is where a budget course can help! It gives you a clear picture of where you and your spouse want your money to go. Every dollar is given a job. And THEN, you can add it to the calendar to review and see what progress you have made! It's built in conversation.

In this course, we discuss different types of budget and money goals.

Personally, we are working towards FIRE. The only way to become Financially Independent and Retire Early (FIRE) is to spend less money than you bring in - consistently. I want to share what we've learned with you because I've gotten so much peace from budgeting!

Do I have to use the Excel spreadsheet in the course?

Nope. But, you will save time by using the pre-made budget because I work through examples using the one attached.

What do I need to include in my budget?

Great question. I'll explain how to use the budget and all the categories you need to include.

Do you know what falls into emergency spending?

Do you always have unexpected expenses and your money seems to disappear at the end of the month?

This budget course is for you! You will get rid of that source of underlying stress once and for all.

What will this template do for you and your family?

You will set a monthly budget you can stick to.

Stop stressing about money! As your instructor, I'll help you take steps to control your own money - and thus, your own future!

Let's go!


"Excellent product whether you’re just starting off or looking to revise your old budget plan! I had no idea where to start when I first got going other than I needed enough for rent and food, but the categories help you easily identify your values and balance your needs with your future desires." - Daniel

Look, could you absolutely create your own Excel budget! Of course you could! But I wanted you to have a sneak peak at the Excel budget you will be working with during the course! It is super easy to edit and customize and is a great tool to start with.

Likely, you already have one in place, and you can totally use that instead if you like, but I wanted to make sure if you AREN'T Excel savvy that you had one that was already pre-built and ready to go and use!

While I cannot guaranttee HOW much you will save by using this budget and starting this course, I do know we saved SO much money by starting our budget. We were pretty good about saving before, but we exponentially began meeting our money goals after actually budgeting.


Get started now!



Your Instructor


Jess Whitney
Jess Whitney

Jesus-lover. Golfer wife. Mom to 4. Budget nerd and entrepreneur. Combining my love of money and finances with my personal experiences of pursuing a debt-free life ($90K in 4 years) with an income that varies every month, I'm here to help you on your journey. Here's more About Me here!


Frequently Asked Questions


How does this course work?
This is a completely self-paced online course. A pre-made Excel spreadsheet that is compatible with Google Sheets is available to grab-and-go - you decide when you start and when you finish! Short and easy Modules will get you going in no time... download the app for ease and convenience!
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own (there's an app!) I do recommend downloading the document on your computer to edit it though.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.
What if I'm not Excel savvy?
There are instructions on how to edit the spreadsheet. But, for the most part, you'll be able to use this Excel document with minimum Excel knowledge!
How long will it take me to complete my budget?
This really depends on how good a grasp you currently have on your mandatory and optional spending. But, it's totally doable to work on this in 10 minute increments. You could complete a quick plan in about 30 minutes, but to do it correctly, it will probably take you about 2 hours (including research and digging into some old expenses).

If you don't have time to learn Excel to set-up your own comprehensive budget, then this is the perfect monthly family budget template for you!

The Simplified Budget for Families is clear and easy to use, and you'll start see savings quickly!

Get started now!