The Money Map Template
See your whole financial year in one place — before it happens, not after.
One spreadsheet. Your whole financial year. Mapped before it gets messy.
The Money Map is a done-for-you Google Sheet built specifically for wedding pros, so you can see your revenue goals, your cash flow, and your expenses in one place. Without opening five tabs or hiring a bookkeeper to tell you what you already half-know.
You don't need another spreadsheet you'll open once and abandon by February. You need one place that shows you what's coming in, what's going out, and whether the two actually line up: client by client, month by month, without the guesswork.
Here’s what you get:
A client-by-client payment tracker, so you know exactly when money is actually landing — not just when it's supposed to.
A monthly expense tracker, sitting right next to your income, so you can see at a glance whether this month covers itself or comes up short.
A built-in income tax calculator, quietly setting aside what you owe so quarterly payments stop being a surprise you have to scramble for.
A "can I actually pay myself" view — because knowing your revenue and knowing what you can take home are two very different numbers, and this shows you both.
A goals-vs-actuals check, so you're not guessing whether you're on track — you're looking at it.
A quarterly focus tracker for client delivery, backend business tasks, and marketing — so the money side and the "what am I actually working on" side live in the same document instead of six different tabs.
One sheet. Not twelve tabs. Everything you need to see is visible without flipping around trying to remember which tab has what.
Reusable every year — copy it forward, plug in new numbers, and you've got next year's map in minutes.
Revenue Goal Strategy — set what you actually want to pay yourself this year, and see if your business is on track to get you there
Cash Flow Forecasting — know what's coming in and going out, month by month, before it surprises you
Breakdown of Revenue Streams — see exactly what percentage of your income comes from full planning, coordination, add-ons, affiliate income, whatever your mix looks like
Built-in Sales Tax Calculator — a running estimate of what to set aside for sales tax, so quarterly payments stop feeling like a gut punch
Marketing Focus & Strategy — one line, one page, so you always know what you're actually promoting that month
Operating Expenses — every recurring cost, tracked in the same place as your income, so nothing's hiding
You didn’t start your wedding business to become a part-time bookkeeper.
This is not a bookkeeping tool. (It won’t do your taxes or replace your accountant.)
It's the big-picture view — the one that tells you where you stand right now, so you can make decisions instead of waiting until year-end to find out how you did.
You know the drill: a good month here, a scary-quiet month there, and you're never totally sure if you're actually making money or just moving it around.
Then tax season shows up and you're scrambling.
A client asks about your payment schedule and you're doing math in your head.
You want to feel in control of your business finances. You just don’t have anywhere to actually see it all.
You don't have a money problem. You have a visibility problem.
THE ONE TEMPLATE TO RULE THEM ALL
Introducing The Money Map Template
No more flipping between five tabs to remember what you charged, what you owe, or what's left. You duplicate it fresh every year, so this isn't a one-time download, it's a system you'll actually keep using.
You’ll get instant access to this Google Sheet. There’s no software to install, no login to remember, no learning curve. And it’s yours to keep and reuse year after year.
“This cash forecaster is so helpful!! Simple, easy to use and copy for the next year. It makes it so easy and helpful to keep track of income and plan out my year!”
-LINDSAY Q
take it from those who loved the template:
SONIA
Sonia was able to have a financial overview to stay on track and avoid surprises:
“This spreadsheet provides a fantastic all-in-one financial overview of my business. Being able to see exactly when and where money is coming in while tracking both anticipated and unexpected expenses each month has been a game changer.
Preparing for my quarterly HST payments is now much less stressful. The built-in tax calculator gives me a clear indication of how much I should be setting aside throughout the year, helping me stay on track and avoid surprises.”
— SONIA
ALEX
Alex got organized with her money which helped her start a family & a new business:
“I love this template! It's helping me get organized to really see the full picture of where my money is going throughout the year.
My husband and I are working on starting a family AND starting a new business, and this document is helping us with that by making me feel 1000% better by financially visualizing our year ahead to plan accordingly!
It's definitely a must have for a business tool!"“
— ALEX
LINDSAY
This template helped Lindsay buy her house knowing she had financial visibility:
"THIS is the document that helped me buy my house! KJ's Cash Forecaster has been an absolute staple in my planning business ever since I started working with Krista.
It's a tool I rely on weekly to map out my income and clearly project how my revenue looks from year to year. It makes setting up payment schedules with booking clients effortless.
Beyond day-to-day business planning, it's been a massive help on the personal side as well. It was instrumental in getting approved three years ago for renting on my own, and most recently, when purchasing a hom. Mymortgage broker was genuinely impressed by how clearly my financial year was laid out. If you want true financial visibility and peace of mind in your business, this tool is invaluable!"
—LINDSAY
What’s it worth to actually know where you stand with your revenue & profit goals every month?
Have a few questions about the template? We’ve got answers
I'm not a numbers person. Is this still for me?
Yes. You don't need to be good at math, you need one place to see it all. That's the whole point.Do I need to know how to use Google Sheets?
If you can type a number into a box, you're good. The demo video walks you through the rest.
I already have a bookkeeper. Do I still need this?
Your bookkeeper tells you what already happened. The Money Map shows you what's coming, so you can actually plan instead of just react.Is this just for planners?
Nope, this one's built for every wedding pro, planner, florist, photographer, stationer, whoever. If you're running a wedding business, this works for you.
Stop finding out in December what you needed to know in March.
Here’s how the template will help you keep track of everything financially.
Revenue Goal Strategy — set what you actually want to pay yourself this year, and see if your business is on track to get you there
Cash Flow Forecasting — know what's coming in and going out, month by month, before it surprises you
Breakdown of Revenue Streams — see exactly what percentage of your income comes from which packages and add-ons — even affiliate income or commissions —whatever your mix looks like
Built-in Tax Calculator — a running estimate of what to set aside for sales and income tax, so your quarterly payments stop feeling like a gut punch
Marketing Focus & Strategy — one line, one page, so you always know what you're actually promoting that month
Operating Expenses — every recurring cost, tracked in the same place as your income, so nothing's hiding
GET THE MONEY MAP FOR $27
Inside the Money Map, you’ll get two fully built, ready-to-use templates:
💵 TYPE A & TYPE B version
Clear, organized, and actually helpful. Your clients can see exactly where their money is going—without blowing up your phone every other day.
You don’t need to be tech-savvy for this to work.
If you can use Google Sheets, you can use this.
HAVE WE MET YET?
I’m Krista.
Award-Winning Event Planner, Wedding Business Coach, and Marketing Strategist.
I launched my wedding planning business in 2012, and life and the industry has been one hell of a rollercoaster since then.
Simple systems like this are what saved me, every time.
