Bonus & Windfall Allocation Planner – Excel Template

Decide how to use a bonus, gift or windfall: split it across debts, savings, investing, giving and treats before you spend it.

• Automatic summary: Allocated, Amount allocated, Not yet allocated, Check
• Calculated for you: Amount
• Drop-down menus for quick, consistent entry
• Colour-coded status and progress highlights
• Example rows and a step-by-step "How to Use" sheet

Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.