Used by people in 55+ countries
Track every asset, every debt, your cash flow, and project your finances to 10 years. One Google Sheets template file. One payment. Yours forever.
Works for financial planning, net worth tracking, or retirement planning.
The hard parts - multi-year projections, asset allocation, savings-rate math - are where most DIY versions fall apart. Years of design and testing went into this file. Here's what's already done for you:
What that would cost you
= 39+ hours to build it from scratch.
or once, 2 minutes to start, free updates forever.
What's in the file
Stop guessing about your progress. Know exactly how close you are to each financial milestone - and what it takes to get there faster.
Finally see your complete financial picture in one place. Understand how your wealth is distributed - and whether that distribution matches your goals.
15 asset categories: Cash Account, Cash Equivalent, Bond, Stock, Brokerage, Real Estate, Vehicle, Digital Asset, Cryptocurrency, Equity, Collectible, Commodity, IP, Savings, Other.
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.
5 debt types: Mortgage (home loans), Credit Card (revolving debt), Student Loan (education debt), Auto Loan (vehicle financing), Personal Loan (unsecured debt).
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.
See what your finances could look like in 1, 3, 5, or 10+ years. Make decisions today knowing how they'll affect your future.
Buy one, or save on the set
Financial Planning works on its own. If you'd also use a dedicated Net Worth Tracker, Budget Planner, or Retirement projector, the bundle is cheaper than buying them separately later.
Got Questions?
This template is not free, but it is available for a one-time purchase. This purchase gives you lifetime access to the template and all future updates.
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.
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.
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 purchase for lifetime access.
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.
At this time, we do not offer any discounts on this template. However, the template is available for a one-time purchase, which provides lifetime access and free updates.
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.
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.
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.
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.
All sales are final. Because these are digital products delivered instantly, we do not offer refunds.
Can't find the answer you're looking for? Contact our team
Copy the sheet, plug in your numbers, see your full financial picture today.