Complete Your Financial Picture in One Powerful Template
Stop juggling multiple spreadsheets and tools. This battle-tested template brings everything together-assets, debts, cash flow, and projections-so you can finally see the complete picture of your financial future.
One-time payment • Lifetime access • Money-back guarantee
Ready-to-use Spreadsheet Template
Everything You Need for Complete Financial Management
Goal Tracking & Monitoring
Set financial targets, track your progress, and stay motivated with clear visualizations of your journey toward financial freedom.
- Visual progress monitoring
- Milestone alerts
- Key metrics dashboard
Asset Management
Do your financial planning by knowing how your finances are spread across multiple types of assets, and update them frequently for better understanding of your wealth distribution.
- Track investments, real estate, crypto
- Organized asset categories
- Wealth distribution overview
Debt Oversight
Keep all your debts organized in one place. Track balances, interest rates, and payment schedules to create a clear path to becoming debt-free.
- Payment schedules & interest tracking
- Payoff projections
- Debt-to-income ratios
Cash Flow Analysis
Understand where your money comes from and where it goes. Track income sources, categorize expenses, and optimize your cash flow for better financial health.
- Automated categorization
- Monthly summaries
- Savings rate tracking
Financial Projections
Plan for tomorrow with confidence. Forecast your financial future across multiple time horizons and prepare for major life events.
- Scenario planning
- Multiple time horizons
- Retirement forecasting
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
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
Comprehensive
15+ asset categories and all debt types covered.
Easy to Use
Intuitive design. No Sheets expertise required.
Google Sheets Based
Access anywhere, on any device. Cloud-based.
Always Improving
Free updates included at no extra cost.
Privacy First
Your data stays private. We never see it.
Lifetime Access
One-time payment. Own it forever.
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, we recommend 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, we recommend that you consult 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.