Templates

Finance spreadsheet templates

Done-for-you spreadsheets that put the calculators to work. Each one is formula-driven with an auto-updating dashboard, pre-filled example data, and works in both Microsoft Excel and Google Sheets.

Want to try before you buy? Start with our free lite templates (a monthly budget tracker and a debt payoff planner), then upgrade to a Pro template here when you want the full dashboards, charts, and extra features.

How the templates work

  • Every template works in Microsoft Excel and uploads straight to Google Sheets.
  • All formulas are built in — you just enter your numbers and the dashboards update on their own.
  • Each file comes pre-filled with example data so you can see how it works, then clear it and make it yours.
  • One-time purchase, instant download, lifetime access — no subscription.
Annual Budget & Expense Tracker preview

Annual Budget & Expense Tracker

Auto-updating dashboard for your whole year.

Monthly Bill & Subscription Tracker preview

Monthly Bill & Subscription Tracker

See what your subscriptions really cost.

Debt Payoff Planner preview

Debt Payoff Planner

Snowball & avalanche, side by side.

Simple, one-time pricing

Buy a single template or save with the bundle. Payment is a secure one-time checkout and your download is delivered instantly after purchase. These are planning tools, not personalized financial advice.