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Choose your template
Pick the template that fits your goals and lifestyle.
Trusted by 500+ South Africans
The Better Way To Plan
Beautifully designed Google Sheets templates to help you budget, plan and stay in control.
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Made For South Africans
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Instant download
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Works on Google Sheets & Exel
How it works
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Download instantly
Get immediate access to your Google Sheets template.
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Plan with confidence
Customise, use and take control of your life, finances & business.
Why Planwell templates?
- ✓Made for South Africans
- ✓Easy to use and fully customisable
- ✓Works on any device, anytime
- ✓Designed to save you time and stress
- ✓Backed by real-life planning experience
What our customers say
★★★★★
I've been saying I'll sort out my finances 'next month' for about three years. Downloaded this on a Sunday evening, spent maybe 40 minutes setting it up, and genuinely had a moment of shock when I saw how much I was spending on Uber Eats. Not proud of the number but at least I know now. My bond is the priority and I can actually see how much I need to cut to make that work. Simple, no nonsense, does exactly what it says.Nomsa D. Cape Town
★★★★★
First job out of varsity and I had no idea how to manage a proper salary. I found Planley looking for something free honestly, but the price was so reasonable I just bought it. The savings tracker has a goal section where you put in what you're saving for and it shows you how long it'll take at your current rate. I'm saving for a car and seeing the progress bar move actually keeps me motivated. Recommend to anyone who's just starting out.Riaan M. Johannesburg
★★★★★
I run a small accounting practice and I've started recommending Planley to clients who need something simple for personal finances. It's not accounting software It's a clean, well-thought-out planning tool that anyone can use without training. The fact that it's South African made and priced in rands is a plus.Linda K. Durban
Common questions.
How does it work?
You buy a template, get an instant download with a link, and make a copy on google sheets. That's it.
Who are these templates for?
Anyone who wants to get more organised but doesn't want to build a system from scratch. Whether you're trying to get on top of your finances, track your fitness, or plan your wedding, we've done the setup so you don't have to.
Are these made for South Africa specifically?
Yes. Every template is set to rands by default and built around South African expenses like bond repayments, medical aid, petrol, levies, domestic workers, stokvels. You won't land on a template full of categories that have nothing to do with your life.
What if it doesn't work for me?
If you experience a technical issue with your template that we can't resolve within 48 hours, we'll refund you in full.