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Spreadsheet templates

Each template is a single .xlsx file that works in Excel, Google Sheets, and Numbers.

Personal

Monthly Budget

Plan every dollar for the month and see what is left at a glance.

$12

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Small business

Freelancer Income and Expense Tracker

Log invoices and expenses, see profit by month, and stay ready for tax time.

$17

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Small business

Quarterly Estimated Tax Tracker

Track 2026 estimated payments against due dates so nothing sneaks up on you.

$17

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Personal

Debt Payoff Planner

Compare snowball and avalanche plans and see your debt-free date.

$17

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Personal

Savings Goals Tracker

Set goals, track deposits, and see the monthly amount needed to hit each one.

$12

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Personal

Net Worth Tracker

Add up assets and debts monthly and watch your net worth grow.

$12

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Bundle

Complete Finance Bundle

All 6 templates in one download. Save $38 versus buying separately.

$49

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