Free Financial Templates
& Spreadsheets
Download editable budget planners, debt trackers and investment worksheets as Excel workbooks, plus a printable net-worth PDF.
Showing 15 of 15 templates
Simple Monthly Budget
Plan monthly income and category spending, with totals, budget variance and an unspent-income ratio.
- ✓Editable inputs and live formulas
- ✓Clear units and calculation limits
- ✓Native Excel workbook (.xlsx)
Basic Expense Tracker
Record 100 dated expenses with categories, receipt notes, filters and a total.
- ✓Editable inputs and live formulas
- ✓Clear units and calculation limits
- ✓Native Excel workbook (.xlsx)
Net Worth Snapshot
A one-page printable worksheet for assets, liabilities and net worth at your chosen valuation date.
- ✓Space for common asset and liability categories
- ✓Asset and liability totals with the net worth equation
- ✓Date, currency and notes fields
Complete Annual Budget Planner
Plan twelve months of income and spending in one annual worksheet, with monthly variances and annual totals.
- ✓Editable inputs and live formulas
- ✓Clear units and calculation limits
- ✓Native Excel workbook (.xlsx)
Debt Snowball/Avalanche Tracker
Rank 20 debts by balance or APR and total your planned monthly payments. This worksheet does not forecast payoff dates.
- ✓Editable inputs and live formulas
- ✓Clear units and calculation limits
- ✓Native Excel workbook (.xlsx)
Investment Portfolio Tracker
Track 20 holdings using manually entered prices, with market value and unrealized gains.
- ✓Editable inputs and live formulas
- ✓Clear units and calculation limits
- ✓Native Excel workbook (.xlsx)
Tax Deduction Log
Keep 100 dated expense and receipt records for review. Deductibility and tax rates are not calculated.
- ✓Editable inputs and live formulas
- ✓Clear units and calculation limits
- ✓Native Excel workbook (.xlsx)
Wedding Budget Planner
Plan ten wedding cost categories and compare estimates with actual spending.
- ✓Editable inputs and live formulas
- ✓Clear units and calculation limits
- ✓Native Excel workbook (.xlsx)
Moving Cost Estimator
Plan ten moving cost categories and compare estimates with actual spending.
- ✓Editable inputs and live formulas
- ✓Clear units and calculation limits
- ✓Native Excel workbook (.xlsx)
Complete Financial Dashboard
Four worksheets for monthly budgeting, net worth, debt priorities and investment holdings. Values are entered separately for each purpose.
- ✓Editable inputs and live formulas
- ✓Clear units and calculation limits
- ✓Native Excel workbook (.xlsx)
Rental Property ROI Analyzer
Estimate an all-cash rental property return from purchase costs, rent, vacancy and operating costs. Financing and tax are excluded.
- ✓Editable inputs and live formulas
- ✓Clear units and calculation limits
- ✓Native Excel workbook (.xlsx)
Business Expense & Tax Tracker
Record 100 business expenses and receipt references for accounting review. Tax treatment is checked separately.
- ✓Editable inputs and live formulas
- ✓Clear units and calculation limits
- ✓Native Excel workbook (.xlsx)
Retirement Planning Workbook
Explore 40 annual savings balances using your starting savings, annual contributions and a constant nominal return assumption.
- ✓Editable inputs and live formulas
- ✓Clear units and calculation limits
- ✓Native Excel workbook (.xlsx)
Side Hustle Income Tracker
Record 100 income and cost entries, with net income per row and a total.
- ✓Editable inputs and live formulas
- ✓Clear units and calculation limits
- ✓Native Excel workbook (.xlsx)
Stock Options Calculator
Estimate exercise cost and intrinsic value for 20 vested option grants using your entered share prices.
- ✓Editable inputs and live formulas
- ✓Clear units and calculation limits
- ✓Native Excel workbook (.xlsx)
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