The all-in-one personal finance system that tracks your income, expenses, bills, debt, and savings — beautifully automated inside Google Sheets.
Most people have no idea where their money goes each month. Subscriptions stack up, bills overlap, and savings goals stay dreams.
You check your bank balance and wonder where it all went
Finance apps either cost $10/month or don't give you full control
Building your own sheet takes hours and breaks the moment you add a formula wrong
Wealthboard connects everything — income, expenses, bills, debt, and savings — into one automated dashboard you control.
KPI cards, charts, and auto-detected current month summary — your financial command center.
Every category, month, and payment method is a dropdown. No typing, no typos, no broken formulas.
SPARKLINE bars show budget usage, debt payoff, and savings goals at a glance.
Log once, see everywhere. Expenses flow into budgets, annual overview, and dashboard automatically.
Green = on track. Yellow = watch out. Red = over budget. You'll know where you stand instantly.
12-month bird's eye view with income, expenses, net savings, and per-category breakdown.
Purchase Wealthboard and receive instant access to the Google Sheet template.
Open the Setup tab and adjust expense categories, income sources, and payment methods to match your life.
Enter your monthly budget targets and bill amounts. The progress bars and status indicators activate automatically.
Log income and expenses as they happen. Watch your Dashboard, charts, and annual overview update in real-time.
KPI cards, Income vs Expense chart, savings trend, and current month auto-summary
Budget vs actual per category with progress bars and over/under status
Log every purchase with date, category, amount, and payment method
Track salary, freelance, side hustle, and all income sources
Rent, water, electricity, wifi — all your recurring bills with paid/pending status
Loans, credit cards — track balances, payments, and payoff progress
Set targets, track contributions, watch your progress bars fill up
12-month matrix of income, expenses, savings rate, and category breakdown
Customize everything — categories, payment methods, and bill frequencies
"I finally know exactly where my money goes. The dashboard alone is worth the price — it's like having a financial advisor on speed dial."
"I've tried Mint, YNAB, and 3 other apps. This is the first system I've actually stuck with because I control everything."
"The progress bars for savings goals are so motivating. I've saved $4,200 in 3 months just from having visibility into my spending."
No subscriptions. No hidden fees. Pay once, use forever.
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No. Wealthboard runs entirely inside Google Sheets — free, no software to install, works on any device with a browser.
Absolutely. The Setup & Categories tab lets you add, remove, or rename expense categories, income sources, and payment methods. All dropdowns update automatically.
Yes! Google Sheets works on iOS and Android through the free Google Sheets app. You can log expenses on the go.
100%. Your data lives in YOUR Google Drive. We never see, access, or store any of your financial information.
Wealthboard is designed for personal finance. For business accounting, you'd need a different tool — but many freelancers love it for tracking personal + side hustle income.
The built-in "How to Use" tab walks you through everything step-by-step. If you're still stuck, reach out and we'll help.
Join thousands who took control of their money with Wealthboard.
Get Wealthboard — $19.99