Foundation Collection | 5 Excel Finance Planners

Build the foundation before chasing the finish line.

The Verolane Foundation Collection combines five practical Excel planners into one connected personal-finance organization system for everyday households.

The current bundle price is lower than the current combined individual prices. Checkout displays the price and currency that apply to the order.

1. Monthly Budget Planner: organize income, bills, spending, savings and monthly cash flow.
2. Annual Financial Planner: forecast the year, schedule irregular expenses and review progress.
3. Debt Freedom Planner: compare Snowball and Avalanche approaches and track payoff progress.
4. Savings Goals Planner: plan multiple goals and predictable sinking funds.
5. Emergency Fund Planner: estimate a reserve and measure months of essential-expense coverage.

Choose your edition

• Canada: five CAD workbooks with Canadian terminology and examples
• United States: five USD workbooks with MM/DD/YYYY dates and U.S. terminology and examples

What the download includes

• Five Excel workbooks for the selected edition
• Start Here and Quick Start guides
• Complete User Guides
• Personal-use licences and file manifests
• Local files with no required bank connection
• One-time purchase with no monthly subscription

Compatibility, delivery and limits

Microsoft Excel is required. Desktop Excel on Windows or Mac is recommended. This product has not been designed or validated for Google Sheets, Apple Numbers or mobile-only spreadsheet editing. This is a digital download; no physical item will be shipped. Results depend on customer inputs and are planning estimates. The collection is an organizational and educational resource, not financial, tax, investment, accounting, credit, insurance or legal advice. Personal and household use only.