Actual dashboard preview. More workbook views can be added as product screenshots become available.
Turn salary data into a clearer financial picture.
Know where money goes
Record income and expenses to understand monthly cash flow.
Organize priorities
Keep savings, investments, loans and goals visible.
See progress
Use dashboard and annual views to review patterns over time.
Financial areas that matter month to month.
Dashboard
Income, expenses, balance, savings rate and indicators.
Income & Expenses
Dedicated worksheets for incoming money and spending.
Savings & Investments
Organize contributions and investment activity.
Loans
Track loan-related activity with the rest of your finances.
Goals & Advice
Track goals and view workbook guidance.
Annual Planner
Review and plan across the year.
Structure without another complicated app.
This may be for you if…
- You receive recurring income
- You prefer Excel
- You want a monthly tracking routine
- You want goals and spending in one system
It may not fit if…
- You want automatic bank syncing
- You need professional financial advice
- You only want a mobile-first app
- You lack compatible spreadsheet software
Questions before you buy.
Do I need advanced Excel skills?
No. Basic spreadsheet familiarity is enough for normal use.
Is this a subscription?
No Swaki subscription is required for this product.
Can I use it every year?
You can maintain personal copies in accordance with the product license.
Does it work with Google Sheets?
Microsoft Excel is recommended; formatting, formulas or charts may differ elsewhere.
How do I receive it?
Checkout and digital delivery are handled through Gumroad.
Can I redistribute it?
No, unless a separate license explicitly permits redistribution.
Is this financial advice?
No. It is an organizational and educational tool.
Ready for a clearer view of your money?
Build a financial routine you can actually maintain.