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Spreadsheet Templates for Money and Business

Twelve pre-built Excel and Google Sheets templates for personal budgeting, debt and savings, small-business cash flow, invoicing, freelancer tax, inventory, and sales. Start with the free money tracker, upgrade when you need more.

Free Monthly Money Tracker

A free monthly money tracker that logs your income and spending in one place and shows your running balance and savings rate without any setup. Free Personal

Monthly Budget Planner

A monthly personal budget planner with budget-vs-actual columns and an automatic savings rate, so you can plan each category and see exactly where the month went off track. $19 Personal

Debt Payoff Tracker

A debt payoff tracker that compares the snowball and avalanche methods, projects your debt-free date, and shows the total interest you will save. $19 Personal

Savings Goal Tracker

A savings tracker that follows multiple goals and sinking funds at once, shows progress toward each target, and tracks your net worth over time. $19 Business

13-Week Cash Flow Forecast

A 13-week cash flow forecast that projects cash in and cash out week by week, gives a rolling view of your runway, and flags shortfalls before they happen. $24 Business

Invoice Tracker & Generator

An invoice tracker and generator that records every invoice as sent, paid, or overdue, keeps a client log, and shows outstanding amounts on a payment dashboard. $24 Freelance

Freelancer Tax Estimator

A freelancer tax estimator that tracks income and deductible expenses, estimates quarterly tax owed, and shows how much to set aside from each payment. $24 Business

Expense & Tax Deduction Tracker

A business expense tracker that categorises every spend, captures deductible write-offs like home office and mileage, and totals them ready for tax season. $19 Business

Inventory & Reorder Manager

An inventory and reorder manager that tracks stock levels, calculates reorder points, and flags low stock so product sellers never run out of bestsellers. $24 Sales

CRM & Sales Pipeline

A simple CRM and sales pipeline that keeps every client and lead in one place and moves deals through clear stages from first contact to closed. $24 Business

Cash Flow & Profit Dashboard

A monthly cash flow and profit dashboard that shows revenue, costs, and net profit at a glance for small businesses, with a simple month-by-month view. $19 Creators

Digital Product Sales Tracker

A digital product sales tracker that records sales, refunds, and net revenue across all your products and shows which ones actually sell. $19