{"product_id":"life-planner-spreadsheet","title":"Life Planner Dashboard Spreadsheet","description":"\u003cp\u003eThis life planner spreadsheet keeps your tasks, recurring jobs, habits, goals, money, meals, workouts and cleaning in one file, on one dashboard and two calendars that fill themselves. It runs on Excel 2016 or newer, so you do not need a Microsoft 365 subscription.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePlease read:\u003c\/strong\u003e This is a tracker tool only, not financial, tax, legal, medical or any other professional advice or advisory service. It records and calculates what you enter; you are solely responsible for checking all figures, rates, dates and results and for every decision you make. By purchasing, downloading or using it, you accept these terms (your statutory consumer rights are not affected).\u003c\/p\u003e\u003ch2\u003eThe dashboard\u003c\/h2\u003e\u003cp\u003ePick this month or any month and the cards and the money, habit and task panels follow. Nothing on it is typed.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eFive live cards: tasks done, habits, left to spend, saved and the next bill\u003c\/li\u003e\n\u003cli\u003eThe next seven days of tasks, recurring jobs, bills, events and workouts as a calendar strip\u003c\/li\u003e\n\u003cli\u003eToday: your list, your breakfast, lunch and dinner, and the habits and water still to tick\u003c\/li\u003e\n\u003cli\u003eA priority matrix sorting open tasks into do first, schedule, delegate and later\u003c\/li\u003e\n\u003cli\u003eNeeds attention: overdue tasks, missed recurring jobs and unpaid bills, with days late\u003c\/li\u003e\n\u003cli\u003eBudget against actual by category, and where the money went against the month before\u003c\/li\u003e\n\u003cli\u003eHabits, goals and savings progress, eight weeks of workout minutes and your weight trend\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eRecurring tasks without Microsoft 365\u003c\/h2\u003e\u003cp\u003eSet a job once, daily, weekdays, weekly, every 2 weeks, monthly, every 3 months, yearly or every N days, with a start and an end date, and it lands on both calendars and a checklist by itself. Tick it off from a drop-down and the tick stays on that day.\u003c\/p\u003e\u003ch2\u003eTwo calendars that fill themselves\u003c\/h2\u003e\u003cp\u003eThe monthly calendar shows tasks, recurring jobs, bills, debt payments, goal deadlines, events, birthdays and workouts on their days, with a filter, today highlighted and done items struck through. The weekly planner shows up to eight items a day and a time-block grid in 15, 30 or 60 minute steps. Everything is dated from the day you open it, so the worked example always shows the current month.\u003c\/p\u003e\u003ch2\u003eTwenty-three connected tabs\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003ePlan:\u003c\/strong\u003e Start Here, Setup, Dashboard, Monthly Calendar, Weekly Planner, Tasks, Recurring Rules, Recurring Tasks, Habit Tracker with streaks, Goals with four milestones, and Events\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMoney:\u003c\/strong\u003e Transactions, a monthly Budget that works as a budget planner, Bills with autopay and due dates, Savings for up to 12 sinking funds, and Debts for up to 15 debts with a debt-free month\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMeals, health and home:\u003c\/strong\u003e Meal Setup, a weekly Meal Planner, a Grocery List sorted by aisle, Workouts, Weight and Water in kg or lb, and a Cleaning schedule\u003c\/li\u003e\n\u003cli\u003e300 tasks, 60 recurring rules, 20 habits and 1,500 transactions in the Excel file\u003c\/li\u003e\n\u003cli\u003eOverdue and over-budget items change color, always with a word, and drop-downs come from your own Setup\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eYou get a filled-in copy to click through and a blank one for your own life, in Excel and in Google Sheets.\u003c\/p\u003e\u003ch2\u003eWorks with\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eExcel 2016 or newer on Windows and Mac. No dynamic arrays, so it behaves the same on Excel 2016, 2019, 2021 and Microsoft 365.\u003c\/li\u003e\n\u003cli\u003eGoogle Sheets with a free Google account. The Google Sheets version is a real workbook, not a PDF with a link in it.\u003c\/li\u003e\n\u003cli\u003eNo add-ins, no macros, no subscription and no bank connection\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat you download\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eThe Excel workbook, filled with a worked example\u003c\/li\u003e\n\u003cli\u003eThe same workbook, blank and ready for your own numbers\u003c\/li\u003e\n\u003cli\u003eThe instruction guide, with one-click links to the Google Sheets versions (filled and blank)\u003c\/li\u003e\n\u003cli\u003eThe terms of use as a PDF\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eYour files are ready as soon as payment clears. The template is for personal use on your own devices; please do not share or resell the files. Questions before or after you buy? Use our contact page and we will help.\u003c\/p\u003e\u003ch2\u003eFrequently asked questions\u003c\/h2\u003e\u003ch3\u003eDoes it need Microsoft 365?\u003c\/h3\u003e\u003cp\u003eNo. It runs on Excel 2016 or newer on Windows and Mac, and the instruction guide has two one-click links to the Google Sheets versions for a free Google account.\u003c\/p\u003e\u003ch3\u003eHow do recurring tasks work?\u003c\/h3\u003e\u003cp\u003eSet a job once on Recurring Rules, choosing how often it repeats and its start and end dates, and it appears on both calendars and on a checklist by itself.\u003c\/p\u003e\u003ch3\u003eCan it track habits and streaks?\u003c\/h3\u003e\u003cp\u003eYes. The Habit Tracker takes daily, weekly and monthly habits, with a month grid for each month, done percentage, streak and best streak.\u003c\/p\u003e\u003ch3\u003eDoes it include a budget?\u003c\/h3\u003e\u003cp\u003eYes. Transactions, a monthly budget by category, bills, up to 12 sinking funds and up to 15 debts are all in the same file.\u003c\/p\u003e\u003ch3\u003eCan I use pounds instead of kilograms?\u003c\/h3\u003e\u003cp\u003eYes. Setup lets you choose kg or lb, and the Weight and Water tab shows the other unit too.\u003c\/p\u003e","brand":"OPXVIA","offers":[{"title":"Default Title","offer_id":67597861879902,"sku":"OPX-030","price":40.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0769\/2094\/6782\/files\/life-planner-spreadsheet-01.jpg?v=1790832096","url":"https:\/\/opxviashop.com\/products\/life-planner-spreadsheet","provider":"OPXVIA","version":"1.0","type":"link"}