Templates
Dashboard spreadsheets with charts and working formulas, ready to fill in.
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188 items
Templates
Templates are spreadsheet workbooks that do the math for you. Every one opens on a Start Here tab and has a Dashboard with 3 charts, then the tabs that job needs: transactions and bills for a budget, pay dates and a bill calendar for a paycheck budget, a month-by-month schedule for a debt payoff planner.
Setting up a budget for the first time? Read the budget spreadsheet guide.
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188 results
About Templates
Personal finance covers household budgets, paycheck budgets by weekly, biweekly or semi-monthly pay, savings goals, net worth, investment, shared expenses and bill trackers, plus payoff planners for credit cards, car loans, student loans and more that let you pick Snowball or Avalanche. Small business has bookkeeping, invoice, inventory, profit-by-product and sales pipeline workbooks, a US 1099 contractor tracker, a 13-week cash flow forecast and a content calendar. Life admin has job search and habit trackers, meal planners and wedding budgets with deposit tracking. Freelancer kits have a US tax set-aside tracker and a rate calculator.
Each template comes as two workbooks, one with sample data so you can see it working and a blank copy with the same formulas, plus a CSV. Nothing is password-locked. They are made for Excel. Most templates are 2 credits, about $2, and a few are free.
Questions people ask
What do I need to open these?
They are made for Excel as standard XLSX workbooks. Other spreadsheet apps can open XLSX files, but charts, colours and the protected Dashboard can look different there. Nothing is password-locked, so you can change categories, labels and formulas.
Will I get a blank copy to fill in?
Yes. Each template comes as two workbooks: one with sample data so you can see it working, and a blank copy with the same formulas ready for your own numbers. A CSV is included too.
Can I use a template for my business?
The small business and freelancer kit workbooks come with a Commercial licence when you unlock them with credits or buy them for $2, so you can use them in your business and client work. Downloads through All-Access Monthly come with a Personal licence. You cannot resell the workbook itself. Check the licence on each item page for other templates.