Financial Planning Spreadsheet Templates for Google Sheets
Budget, track net worth, and plan retirement in spreadsheets you control. No bank connections, no subscriptions, no third-party access. One-time purchase with lifetime updates.
Save More with Bundles
Template Bundles
Get multiple templates at a discounted price. Each bundle includes templates for related financial goals.
Financial Planning PRO Bundle
5 templates 
All-in-One Financial Planning Bundle
8 templatesEvery premium template we offer, in one package.
Personal Finance Bundle
3 templates- Financial Planning Complete financial planning template for managing your personal finances.
- Net Worth Tracker Monitor your assets and liabilities to track your net worth over time.
- Annual Tax Planner Track income, deductions, and quarterly payments. Multi-currency support and document checklist included.
Budgeting Bundle
3 templates- Annual Budgeting Planner Plan and track your entire year's finances with monthly breakdowns and goal tracking.
- Monthly Budgeting Track and manage your monthly income and expenses effectively.
- Travel Budget Planner Plan your trip expenses, bookings, and packing list in one place.
Retirement Bundle
3 templates- Retirement Planning Detailed projections for your retirement income and expenses.
- Net Worth Tracker Monitor your assets and liabilities to track your net worth over time.
- Annual Tax Planner Track income, deductions, and quarterly payments. Multi-currency support and document checklist included.
Used by hundreds in 55+ countries
Spreadsheets for Personal Finances
Track your spending, plan monthly and annual budgets, monitor your net worth over time, and map out your path to retirement - all with ready-to-use spreadsheet templates that you fully own and control. No subscriptions, no bank connections.
Financial Planning
$39Complete financial planning template for managing your personal finances.
Net Worth Tracker
$35Monitor your assets and liabilities to track your net worth over time.
Annual Tax Planner
$29Track income, deductions, and quarterly payments. Multi-currency support and document checklist included.
Monthly Budgeting
$19Track and manage your monthly income and expenses effectively.
Travel Budget Planner
$15Plan your trip expenses, bookings, and packing list in one place.
Annual Budgeting Planner
$29Plan and track your entire year's finances with monthly breakdowns and goal tracking.
Monthly Expense Tracker
$15Track income, expenses, savings, and subscriptions. See where your money goes each month.
Retirement Planning
$49Detailed projections for your retirement income and expenses.
Simple Retirement Calculator
FREEPlan your retirement with this free calculator. Simulate scenarios and calculate monthly savings needed.
Financial Freedom Calculator
FREECalculate your path to financial independence and early retirement.
Business Finance
NewSpreadsheets for Your Business
Forecast your cash flow, track actuals against your plan, and stress-test scenarios - with spreadsheet templates built for small and growing businesses. No complex software, no learning curve. Set up in minutes and stay on top of your numbers.
Cash Flow Forecast
Manage and forecast your business cash flow effectively.
- 12-month cash flow forecast
- Best, expected, and worst case scenarios
- Track actuals vs forecast automatically
- Low-cash alerts and variance reports
AI-Crafted, Human-Refined
From budgeting to tax planning, hundreds of purpose-built spreadsheets.
Every template starts as an AI draft. Then we test the formulas, check edge cases, fix what is off, and polish the structure. Hundreds of scenarios covered, none of them shipped without a human review. Works in Excel and Google Sheets.
No-cost templates to get started. Basic categories, single sheet, useful for quick tracking.
Expanded templates with full dashboard, example data, and more categories. Works in Excel and Google Sheets.
Comprehensive workbooks with multi-entity tracking, scenario comparisons, and deeper sheets for serious planning.
Ready to get started?
Download instantly and start managing your finances, or contact us to design a custom template package for your needs.