Templates for Google Sheets & Excel

7 production-ready templates for budgeting, planning, and business tracking. Every one works in both Google Sheets and Microsoft Excel.

Monthly Budget (50/30/20)

Classifies spending against 50% needs, 30% wants, and 20% savings targets, with progress tracking.

Google SheetsExcel

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Spending Tracker

Simple transactions + category summary. Best for users who want raw data + basic insights.

Google SheetsExcel

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Debt Payoff Planner

Track debt payments and calculate your path to debt freedom.

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Expense Analysis

Track expenses with Good/Okay/Bad ratings, color-coded on Google Sheets, plus automatic rolling averages and dashboards. Quick daily categorization, deep insights over time.

Google SheetsExcel

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Cash Flow Forecasting

Predict your bank balance 90 days ahead with recurring transactions, historical spending patterns, and low-balance alerts. Plan ahead with confidence.

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Smart Transaction Monitoring

Automatically detect unusual spending patterns with three alert types: Large Transactions, Category Spikes, and Recurring Charges. Catch unusual spending, overspending, and subscription creep early.

Google SheetsExcel

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Business Expense Tracker

Track business income and expenses for freelancers and sole proprietors with Schedule C tax categorization and a monthly P&L. Google Sheets also adds quarterly tax estimates and a year-end tax-ready report for your accountant.

Google SheetsExcel

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