Free Financial Templates
Ready-to-use spreadsheet templates for budgeting, loan tracking, and investment analysis. Download instantly — no email required.
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Budgeting
Monthly Budget Planner
Track income, expenses, and savings goals month by month. Pre-filled with example data.
CSV (Excel / Google Sheets)Download Free →
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Loans
Loan Amortization Schedule
Full payment-by-payment breakdown for any fixed-rate loan. Includes formulas.
CSV (Excel / Google Sheets)Download Free →
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Investing
Investment Return Tracker
Monitor portfolio performance, ROI, and CAGR over time with individual holdings.
CSV (Excel)Download Free →
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Business
Break-Even Analysis Sheet
Calculate the exact unit volume needed to cover all fixed costs. Includes scenario table.
CSV (Excel / Google Sheets)Download Free →
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Tax
VAT & Sales Tax Calculator
Compute tax-inclusive and tax-exclusive prices. Includes multi-country rate table.
CSV (Google Sheets)Download Free →
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BudgetingComing Soon
Net Worth Tracker
Snapshot of assets vs. liabilities to measure your overall financial health.
Excel / Google SheetsAvailable soon
💡All templates are .xlsx (Excel) format — open directly in Microsoft Excel, Google Sheets, or Numbers. In Google Sheets: File → Import → Upload the .xlsx file.
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