Tutorials
Every template comes with a simple, step-by-step guide.
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Getting started with any template
Open your download
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Make a copy
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Start on SETUP
Fill in the light input cells on the first tab.
Leave formulas alone
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Budgeting
Planly Money Map
5 steps · Set your currency, Plan January
Complete guide · 12 min readPlanly Money Map Plus
4 steps · Complete SETUP, Tag each category
Complete guide · 14 min readPlanly Balance Budget
4 steps · Complete SETUP, Fill in a month
Complete guide · 13 min readPlanly Budget on a Page
4 steps · Read the example, Fill in MY BUDGET
Complete guide · 7 min readPlanly Bill Buddy
4 steps · List your payments, Tick them off
Complete guide · 7 min readDebt & Savings
Planly Debt Melt
4 steps · List your debts, Order & extra payment
Complete guide · 6 min readPlanly Debt Countdown
4 steps · Complete SETUP, Read your dashboard
Complete guide · 6 min readPlanly Savings Jars
3 steps · Name your funds, Record deposits
Complete guide · 5 min readPlanly Wealth Tracker
3 steps · List what you own and owe, Update monthly
Complete guide · 5 min readSmall Business
Home & Family
Travel
Productivity & Lifestyle
Planly Habit Streak
3 steps · Pick your habits, Check in daily
Complete guide · 6 min readPlanly Done List
4 steps · Set categories, Add tasks
Complete guide · 7 min readPlanly Class Act
4 steps · Set up your classes, Build your schedule
Complete guide · 12 min readPlanly Book Nook
4 steps · Set up & set goals, Log books
Complete guide · 10 min readWeddings & Events
Planly Say Yes Lite
4 steps · Fill in SETUP, Build the guest list
Complete guide · 9 min readPlanly Say Yes
5 steps · Fill in SETUP, Add vendors and payments
Complete guide · 12 min readPlanly Say Yes Ultimate
5 steps · Fill in SETUP, Compare, then book
Complete guide · 17 min readPlanly Bridal Crew
4 steps · Fill in SETUP, Add events and expenses
Complete guide · 11 min readPlanly Last Hurrah
4 steps · Fill in SETUP and GROUP, Plan the weekend
Complete guide · 11 min readPlanly Table Talk
4 steps · Fill in SETUP, Add guests and tables
Complete guide · 9 min read