Shop: Mosaic Wealth Planner
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Two peas in a pod. The speed and automation of the Google Sheet + the tactile nature of the planner give you the best of both worlds.
You'll need to add 1 planner and 1 spreadsheet to your cart to unlock your savings and get free shipping!
Planner only
Best for those who prefer a fully tangible process and already use paper-based organization tools.
Stay the course: you are 42% more likely to accomplish a goal if you write it down.
Spreadsheet Only
Perfect for the digital junkie who prefers to update on-the-go. Collaborate with others in your budget with ease using the Google Sheets app. Changes update in real time!
Let customers speak for us
from 39 reviewsThis planner and accompanying spreadsheet are incredible, comprehensive, easy to use resources. I enjoy filling mine in every month! Her 8-part budget set up is so easy to follow. I've reached out with specific questions and she's been so kind to answer them clearly and promptly. Would love to buy these for all my family and friends!
This planner is so well thought through and a beautiful notebook
I enjoy the hybrid model of budgeting and how the google sheets make it easier to track your expenses.
Love the quality of this book. Totally unexpected and so worth the money.
The quality and detail of the book was more than expected. Simply a great purchase!
Love the sheets and the spiral bookโ very well put together and a great process to get finances in order.
I love your planners, I am a little bummed that you don't offer disc bound anymore... that's my favorite!
I'm thrilled to recommend this product! When I opened the box (which was stunning), the impeccable quality of the Mosaic Hardcover Wealth Planner was immediately evident. This tool's impressiveness doesn't stop at the aesthetic level, though: it offers a simple and fluid, yet sophisticated, approach to building wealth. It's so easy to use, can be easily carried anywhere, and has been transformational to my family's financial journey. Thank you, Rachel, for creating such an amazing tool!
Wow, what a SPECTACULAR product! The Google Sheets Mosaic Wealth Planner not only keeps my family on track financially in the moment, but it smoothly calculates debt payoff, net worth trends, savings efforts, etc. It balances elegance and sophistication through a user-friendly interface (but, just in case of any confusion, Rachel has included phenomenal video tutorials on how to use the product!). While I also purchased the Hardcover Mosaic Wealth Planner, which I love, the Google Sheets version is beautifully accessible for individuals or couples who are on the go. Rachel, this is an absolute 10/10 product! I can't recommend it highly enough!! Thank you for changing people's lives.
I'm down on one knee... ready to commit to this budget for life! I purchased the original planner ~3 years ago and loved it. I eventually moved over to the spreadsheet system via Google Sheets in order to have a more automated system. Low and behold... that didn't work for me. Turns out, I am a pen and paper girl! I was using Sheets on my little tiny laptop and it was not quite as "fun" anymore. I was able to access my budgets from anywhere, which was great, but I was not as consistent with inputting the data. Small laptop = no fun. Eventually I realized I could do it on my work computer, which was a great option -- much bigger screen! Now I have a surface pro, so one day I may move to "handwritten" on my tablet. For now though... this GORGEOUS, sturdy, lovely planner will be my constant companion. Putting a ring on it!
I got the spiral bound mosaic planner last year. And it tonight me how to budget for the first time in my life. I meanโฆ.it completely changed my thoughts about spending and saving. The organization and ease of using this planner instilled a complete mindset change for me. I couldnโt wait to pre-order my planner for next year. And wow, this new planner is a step change above even what you did last year. I love that the spending tracker is incorporated into the back. The sewn binding lets the pages lay flat. And there are some new tools inside that I am stoked to get to use. I have zero negative feedback about this planner. If youโre waffling, get it, you wonโt regret it.
This budget template has it all! Itโs well thought out, laid out in an intuitive flow, and is very thorough in the categories and options. Itโs easy to walk through each step and build a great budget no matter how often you get paid. The tracking features linked within help track your purchases and categories that automatically update as you go. Definitely worth the money and would recommend to all levels of people in their budget journeys.
It's so easy to budget with this sheet! This will help my significant other and I manage our finances in a simple way. The only difficult thing is if you have multiple bank accounts.
Amazing spreadsheets! Love the updates-makes it so much easier to keep track of all the things!
The time I spend budgeting has been in slashed in half... then slashed in half again. I walk away from my laptop thinking "I feel like I have more to do, that was too fast." I have used Rachel's budgets for years but this is the first time I've felt like it's something I can do consistently without falling off the wagon. I LOVE numbers, budgeting, watching myself inch toward financial freedom, but the hours I would spend working on weekly budgets just wasn't sustainable in the long run. I am SO incredibly thankful that this new iteration AUTO-FILLS my budgeting information. It is saving me so much time and is making it so easy to budget that I truly feel it's something I can stick with. It's also making it easy enough to get my partner on board.
Don't be afraid when you first get the spreadsheet! There is a TON of information you need to fill out before you actually start budgeting. Don't skip over it! All the time and detail you put into those first few tabs will be worth it throughout the year. Admittedly, I always find it overwhelming to start a new budget in the middle of the year, but I am still excited to see how this goes (and it just means I'm doubly excited for 2025 when I can start in January and see a full year's worth of budget come to life).
Rachel, thank you, thank you, thank you for making this the easiest budget to navigate and use yet!!!! Now I will wait patiently for the next iteration of four budgets to a month (which works best for our household that gets paid weekly!)
You are an excel/Google Sheets god!