Fixed price · Fixed scope · planshelf.co
Ready-made templates for personal finance, job hunting, and life admin — instant download, ready to copy and use.
PlanShelf sells finished Notion and Google Sheets templates for consumers: a paycheck-cycle budget planner, a job hunt organiser, and a life admin hub. Buy once, download instantly, make your own copy, and start filling it in. No subscriptions. No financial advice — these are organising tools, not advice.
What you get — the deliverable format
This section describes the format of each template using only its named components. It is not a claim about results from using it.
Paycheck Budget Planner (Google Sheets) — format
A paycheck-cycle budget with a bill calendar, sinking funds, and a debt-payoff tab. Delivered as a copy-the-file link for Google Sheets, plus a 2-page quick-start PDF.
Job Hunt HQ (Notion) — format
An application pipeline, interview prep pages, a contact tracker, and an offer-comparison sheet. Delivered as a Notion duplicate link, plus a 2-page quick-start PDF.
Life Admin Hub (Notion) — format
A subscriptions/renewals tracker, a document vault index, a household maintenance calendar, and an annual review page. Delivered as a Notion duplicate link, plus a 2-page quick-start PDF.
Pricing
Paycheck Budget Planner
$19
Google Sheets. Paycheck-cycle budget with bill calendar, sinking funds, and a debt-payoff tab. Instant download.
Not included: personal financial advice or tax guidance of any kind.
Job Hunt HQ
$29
Notion. Application pipeline, interview prep pages, contact tracker, offer-comparison sheet. Instant download.
Not included: job placement, resume writing, or career advice services.
Life Admin Hub
$29
Notion. Subscriptions/renewals tracker, document vault index, household maintenance calendar, annual review page. Instant download.
Not included: document storage itself — the vault is an index you fill in, not a storage service.
Sheets Bundle
$39
Paycheck Budget Planner + every future Sheets title at time of purchase.
Not included: Notion titles (those are in Shelf Pass), or Sheets titles released after your purchase.
Shelf Pass
$59
All 3 launch titles + 90 days of new releases. One-time price — no subscription.
Not included: releases after the 90-day window, or personal advice/support beyond setup questions.
No subscriptions on any PlanShelf product. Every price above is one-time.
Free taste — the Paycheck Snapshot
Email hello@planshelf.co and ask for the free Paycheck Snapshot — a one-page mini budget sheet, a single-tab version of the Paycheck Budget Planner. No obligation, and no purchase is required.
The Snapshot is the standing free sample for the whole catalog: one page, so you can see the format before buying any full template.
How it works
- Buy on Gumroad. Payment is one-time; there is no subscription.
- Download instantly. Gumroad delivers the template link (Sheets: a copy-the-file link; Notion: a duplicate link) plus a 2-page quick-start PDF.
- Make your copy. Follow the quick-start: copy the Sheet to your own Drive, or duplicate the Notion template into your own workspace. Your copy is yours to edit.
- Fill it in. Work through the template's named sections with your own information.
- Questions? Support is by email at hello@planshelf.co, for setup questions only.
Turnaround — instant
There is no waiting period and no intake clock. Delivery is instant via Gumroad as soon as checkout completes: template link plus the 2-page quick-start PDF.
If a link does not work, email hello@planshelf.co — fixing delivery is the first priority, and the refund terms below cover a file or link that cannot be fixed.
Organising tools — not advice
PlanShelf templates organise information you enter yourself. They are not financial advice, they are not tax guidance, and they do not tell you what financial decisions to make.
Support is limited to setup questions about the templates themselves — never personal financial advice.
What's NOT included
- Financial advice of any kind — never.
- Tax guidance of any kind — never.
- Business-process templates — PlanShelf is consumer life and finance only.
- Subscriptions — there are none; every product is one-time.
- Personal setup done for you, data entry, or entering your information on your behalf.
- Any promise about budgeting outcomes, debt payoff, job offers, or any other result from using a template.
Refund / cancel terms
This is an instant-download digital product. Payment is upfront. Full refund if the file or download link does not work and cannot be fixed — email hello@planshelf.co first so it can be fixed or replaced. Once a working download has been delivered, refunds are case by case, consistent with the portfolio standard: refunds under $50 are automatic on request; $50 or more are reviewed before approval. No refunds for outcomes we never promised — budgeting results, debt payoff, or job outcomes are never promised, and no financial or tax advice is provided.
Who this is for
Consumers who want a ready-made structure for a paycheck-cycle budget, a job search, or household life admin — and who are happy to copy a template into their own Google Sheets or Notion and fill it in themselves.
Who this is NOT for
Anyone wanting financial advice or tax guidance; businesses wanting business-process templates (that is a different kind of product — PlanShelf is consumer only); or anyone wanting their data entered or their accounts set up for them.
Frequently asked questions
How do I receive the template?
Instantly, via Gumroad: a template link (copy-the-file for Sheets, duplicate link for Notion) plus a 2-page quick-start PDF.
Is this a subscription?
No. No PlanShelf product is a subscription. Sheets Bundle and Shelf Pass are one-time prices with the release windows stated on their cards.
What do I need to use the templates?
A Google account for Sheets templates, or a Notion account for Notion templates. You make your own copy and edit that copy.
Is this financial advice?
No — and it includes no tax guidance either. The templates organise information you enter; decisions are yours. Support covers setup questions only.
What file formats are the templates in?
Paycheck Budget Planner is Google Sheets. Job Hunt HQ and Life Admin Hub are Notion. Each also comes with a 2-page quick-start PDF.
What is the refund policy?
Full refund if the file or link does not work and cannot be fixed. Otherwise case by case: under $50 automatic on request; $50 or more reviewed before approval. No refunds for outcomes never promised.
Can I get the free Paycheck Snapshot without buying?
Yes. Email hello@planshelf.co and ask for it — it is a free one-page mini budget sheet, no purchase required.
What is the difference between Sheets Bundle and Shelf Pass?
Sheets Bundle ($39): the Budget Planner plus every future Sheets title at time of purchase. Shelf Pass ($59): all 3 launch titles plus 90 days of new releases.
Contact by email
Fill this in and it will be sent to hello@planshelf.co. Prefer plain email? Use any email link on this page instead — every mailto link still works.
This form is Netlify Forms markup, ready to activate on deploy. Until then, the email links on this page are the working fallback.
Get started
Questions, the free Paycheck Snapshot, or ready to order? Email PlanShelf.
hello@planshelf.co