Build Wealth With a Better System
Practical tools, financial coaching, and business guidance to help you organize your money, acquire assets, and prepare for entrepreneurship.
Explore Financial Tools
Take control of your money with the Rucker Insights Simple Budget Template, a beginner-friendly Google Sheets monthly budget planner designed to help you track income, manage bills, organize expenses, monitor savings, and understand your cash flow in one place.
This template gives you a clear view of when money is coming in, when money is going out, how much you are spending, and whether your bank balance is at risk of going negative before the month ends.
Perfect for anyone who wants to budget better, reduce financial stress, avoid overdrafts and late payments, pay down debt, build savings, and make more intentional money decisions.
What’s included:
Monthly income tracker
Recurring bill tracker
Debt payment tracker
Planned expense tracker
Savings tracker
Budget vs. actual comparisons
Needs vs. wants vs. savings summary
Cash flow summaries
Daily cash flow chart
Starting vs. ending cash balance chart
Protected formulas to help prevent accidental edits
Google Sheets access with instant digital download
This product is built for Google Sheets and is not designed for Excel.
Start building your money system today with a simple budget template that helps you see your numbers clearly, plan ahead, and take control of your financial future.
Track your dividend income, portfolio performance, and investment returns with the Rucker Insights Simple Dividend Tracker for Google Sheets.
Designed for dividend investors, income-focused ETF investors, and long-term wealth builders, this tracker automatically organizes your holdings, calculates capital gains and losses, tracks dividend income, measures total ROI, and displays live market data using Google Sheets.
Whether you're investing in dividend ETFs, covered call ETFs, REITs, or individual stocks, this spreadsheet helps you understand how your portfolio is performing while keeping everything organized in one place.
Features include:
Live stock price updates
Dividend income tracking
Capital gain/loss calculations
Total ROI tracking
Leveraged ROI calculations
Average cost basis
Holding period tracking
Google Sheets compatibility (no Excel required)
Perfect for investors building passive income, tracking cash flow, or managing a dividend portfolio.
✅ Instant Download
✅ Google Sheets Template (No Excel Required)
✅ Beginner Friendly
✅ Free Lifetime Updates
Track your real return from dividend-paying stocks and ETFs by combining dividend income, capital gains/losses, holding period, margin usage, and total ROI in one Google Sheets tool.
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Client Testimonials
“Rucker Insights improved our sales force by motivating our analysts, empowering our managers with unique sales activity insights, and increasing transparency across our entire sales operation.”
— EDDIE W., VANGUARD SECURITY CEO
“Rucker Insights (RI) has been one of the most influential partnerships we have had. RI gives valuable and informative advice to help Continuity put together the proper strategic plans to facilitate growth for our company. Whilst working together, we have become more knowledgeable within this constantly changing business climate and now feel prepared to package and sell our business. If I had to start another business, Anthony Rucker at Rucker Insights would be the first phone call I'd make!”
— TROY D., CONTINUITY LLC CEO
"Rucker Insights was instrumental in our expansion efforts, providing a tailored MOU template that solidified our partnerships and drove sales revenue growth. Their commitment to equity, inclusion, and personalized service, combined with their professional and collaborative approach, directly contributed to our success in expanding our training services to more communities. Their strategic planning and implementation services were invaluable, going above and beyond to ensure our objectives were met with professionalism and expertise."
— LUKE K., TRUE COMMUNITY CEO
Meet the CEO
Anthony Rucker, CSM, PMP
Coach, Trainer, Project Manager