Financial Planning Template for Google Spreadsheets
Manage your complete financial picture in one spreadsheet. Track assets across multiple categories, monitor debts, analyze cash flow, and project your financial future. Works with Google Sheets - just copy and start planning.
One-time payment • Lifetime access • Money-back guarantee
Ready-to-use Spreadsheet Template
What You'll Know About Your Finances
See If You're On Track
Stop guessing about your progress. Know exactly how close you are to each financial milestone - and what it takes to get there faster.
- See your progress at a glance
- Know when you hit your goals
- Spot issues before they grow
Know Where Your Money Actually Is
Finally see your complete financial picture in one place. Understand how your wealth is distributed - and whether that distribution matches your goals.
- Find forgotten accounts and assets
- See if you're too concentrated
- Make informed rebalancing decisions
Find Your Path Out of Debt
Know exactly when you'll be debt-free. See which debts cost you most and create a payoff plan that actually works for your situation.
- See your debt-free date
- Know which debt to tackle first
- Track progress as balances drop
Catch Money Leaks Early
Know instantly if you're spending too fast - before the month ends. See exactly where your money goes and how much you're actually saving.
- Know your true savings rate
- See spending patterns clearly
- Spot problem categories quickly
Feel Prepared for What's Coming
See what your finances could look like in 1, 3, 5, or 10+ years. Make decisions today knowing how they'll affect your future.
- Know if you're saving enough
- Plan for major life events
- See retirement possibilities
Customizable & Flexible
Easily adapt the template to your specific needs. Add, remove, or modify sections to match your financial situation.
- Add custom categories
- Modify sections
- Adapt to your needs
Ready to take control of your finances?
Simple 4-Step Process
How It Works
Download & Access
Get instant access to the template via Google Sheets. One-time payment, lifetime access.
Input Your Data
Add your assets, debts, and income/expense information to the template.
Get Insights
Watch as the template automatically calculates your net worth, cash flow, and financial projections.
Plan & Monitor
Use the insights to make informed financial decisions and monitor progress over time.
Customer Reviews
What Our Customers Say
If I get half as good at handling my finances as you are at customer service, this'll be the best $26 I've spent lately.
Great tool! Simplifies financial planning without the hassle of complex spreadsheets.
I recently purchased your super convenient spreadsheet, it really helps me!
Built for Results
Why This Template Works
Many Asset Categories
Stocks, real estate, crypto, retirement accounts, vehicles, and more.
No Formulas Needed
Enter numbers in highlighted cells. Pre-built formulas do all calculations.
Access Anywhere
Works on desktop, tablet, and phone via Google Sheets.
Free Updates
All future improvements included at no extra cost.
Your Data Stays Private
Runs in your Google account. We never see your data.
One-Time Purchase
Pay once, use forever. No subscriptions.
Got Questions?
Frequently Asked Questions
Is this template free to use?
This template is not free, but it is available for a one-time payment. This payment gives you lifetime access to the template and all future updates.
What do you mean by lifetime access?
Lifetime access means that you will have access to this template for as long as you need it. You will not be required to pay any additional fees for continued access to the template or any future updates.
Do I need to sign up to use this template?
You don't need to create an account with us. The template works in Google Sheets, so you'll need a Google account. If you don't have one, you can create one for free at google.com. After you purchase the template, copy it to your Google Drive, and start using.
What are the benefits of using this template?
This template offers a range of benefits, including: Easy-to-use interface, Customizable to suit your needs, Secure and private, Regular updates and improvements, One-time payment for lifetime access.
Can I get future updates?
Yes, you will receive all future updates to this template at no additional cost. This ensures that you always have access to the latest features and improvements.
Do you offer any discounts?
At this time, we do not offer any discounts on this template. However, the template is available for a one-time payment, which provides lifetime access and free updates.
Do you have any access to my financial data?
No, we do not have access to your financial data when you use this template. The template is designed to be used in your own Google Sheets account, ensuring that your financial information remains private and secure.
Is this template financial advice?
Our templates are not financial advice. They are tools designed to help you manage your personal finances more effectively. If you need personalized financial advice, consider consulting with a financial advisor or accountant.
Can I make my own changes and customize this template?
Yes, you can make your own changes and customize this template to suit your needs. The template is designed to be flexible and adaptable, allowing you to add or remove sections, change formulas, and adjust formatting as needed.
Do you offer technical support?
This is a self-service product, and we do not offer technical support. However, if you encounter any issues or have any questions about the template, please contact our team for assistance. Because everyone's financial situation is unique, consider consulting with a financial advisor or accountant if you need personalized financial advice.
Can't find the answer you're looking for? Contact our team
One-time payment
Ready to Take Control of Your Finances?
Get instant access to the Financial Planning template and start tracking your assets, debts, and cash flow today.