Google Sheets & Excel

The Closer’s Budget

The commission budget that lets you pay yourself like a top producer. Log a check and see what to keep and what to move.

$24 Launch price for the first four weeks.
Then $39. One payment.
Email me at launch

Opening soon on Etsy. We’ll email you the day it opens.

  • Google Sheets (free with a Google account) and Excel 2016 or newer, including the free Excel for the web
  • Set up on a computer in about 15 minutes, then log checks in the Google Sheets or Excel app on your phone
  • No bank login. No subscription.
  • Free v1 updates, including the January rollover
  • Real support: replies within 24 hours, usually much sooner
The Closer’s Budget · Car & Powersports demo
The Dashboard tab: cards for your paycheck, earned this month, surplus, the Vault and net per deal, with what to move this month and the split of the last check.

Dashboard: your paycheck, this month’s surplus, the Vault, and exactly what to move after each check.

Real screens · sample numbers

What it does

Everything a commission check needs.

A paycheck from your own history

80% of your average take-home over the last 12 months, updated every month as new pay comes in.

Big months go to work

Half to the Vault, a quarter to Growth, a quarter to Reward. Change the 80% or the split anytime.

Slow months get covered

The Vault tops you up to your paycheck, and the sheet tells you if you’re still short.

Every check gets routed

Enter a check and the Dashboard shows what to keep for your paycheck and what to move.

1099 pay, handled

Pay that arrives with no tax withheld gets a set-aside at the rate you choose.

Fill the Vault first

For big, uneven paydays, every extra dollar goes to the Vault until it hits your goal. You also get a suggested starting Vault from your own history.

Deals, counted

Deals, net per deal, and the deals it takes to cover your paycheck. Spiffs, draws, bonuses and chargebacks each get their own type.

Budget, spending and charts

A monthly budget, a spending log, and 12-month charts of your take-home and your Vault.

Payday routine

Your payday, in four moves.

  1. Log the check

    Add it on the Income tab the day it lands. Chargebacks too.

  2. See the split

    The Dashboard shows what to keep for your paycheck and what goes to the Vault, Growth and Reward.

  3. Move the money

    Make the transfers at your bank, into whatever accounts you use for each bucket.

  4. Tick Moved it?

    Check the box on the Paycheck Plan. Your Vault balance and yearly totals update.

Editions

Pick the one for your job.

Every edition is the same sheet, set up for your work, with a demo year from your world. Switch your line of work in Settings anytime.

Car & Powersports

Car, motorcycle, powersports, boat and RV sales

Logs deals, spiffs, draws and chargebacks. The demo is a year at a car and powersports store.

Email me at launch

Real Estate

Agents paid at closing

Starts with Fill the Vault first on and pay set as 1099, so your tax set-aside comes off the top. The demo is an agent’s year of closings.

Email me at launch

Commission Sales

SaaS and B2B, insurance, mortgage, recruiting, retail and more

The all-purpose edition, with presets for every other line of work. The demo is a SaaS rep with quarterly checks.

Email me at launch

What you get

  • For Google SheetsA PDF with two links: a view-only demo with sample numbers, and your own blank copy to keep.
  • For ExcelThe same blank and demo as workbooks, ready to open.
  • Setup, step by stepThe Start Here tab walks you through your first 15 minutes.
  • Free updatesFor as long as you own v1, including the January rollover.

Good to know

  • Works in Google Sheets and in Excel 2016 or newer on Windows or Mac, or the free Excel for the web. Not Apple Numbers.
  • Set it up on a computer. Log checks and spending in the Google Sheets or Excel app on your phone.
  • Download your files in a web browser, not the Etsy app.
  • Digital download. Nothing ships.
  • A budgeting tool, not financial, tax or investment advice. Examples are illustrative.

If something isn’t working, we’ll make it right.

Hit a snag? A real person replies within 24 hours, usually much sooner, and fixes it. It’s a digital download, so sales are final.

Contact support

Pay yourself like a top producer.

Launch price $24 for the first four weeks. Then $39.

Email me at launch