Choose the Carl Richards Values-Driven Budgeting template. 

The Values-Driven Budgeting template allows you to quickly determine whether your spending is in line with your values or not. It’s super simple too!


  • Simply mark transactions with “yes” or “no” to assess whether they’re aligned.
  • Visualize how much money is spent toward values and how much isn’t for the current month and a custom time period.
  • Transactions added automatically each day. 

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