Original XLSX · Blank + Example sheets
Monthly household budget
Compare planned and actual spending without counting transfers twice.
See formulas and download →Download · edit · reconcile
Financial planning you can open and inspect.
Five original workbooks with editable inputs, working formulas and a separate illustrated example. Download without an account.
Files are XLSX for Excel. You can import them into Google Sheets; these are file downloads, not hosted Google Sheets copy links. No macros or external data connections.
5 templates
Original XLSX · Blank + Example sheets
Annual budget and sinking funds
See twelve months of income, allocations and irregular-cost reserves.
See formulas and download →Original XLSX · Blank + Example sheets
Variable-income budget
Separate observed income history from the cash reserve you need.
See formulas and download →Original XLSX · Blank + Example sheets
50/30/20 budget worksheet
Inspect a common allocation framework against your own spending.
See formulas and download →Original XLSX · Blank + Example sheets
Linear-position trading journal
Record closed-trade net P/L, R multiples and explicit open positions.
See formulas and download →Choose the worksheet for the job
Start with a monthly household budget for current spending. Use the annual workbook for seasonality and reserves; use variable income to separate observed history from essential costs. The 50/30/20 sheet is an allocation exercise. The trading journal records individual linear positions and keeps open trades separate from closed results.
Read the formulas, file scope and import instructions. For an interactive calculation instead, browse financial tools.
Business financial templates
Plan business profit, cash and financial position with four original Excel models.
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Debt payoff spreadsheets
Plan repayments and record actual debt balances with three original Excel workbooks.
Explore repayment planning, actual balance records and loan schedules
Rental property templates
Record rent collections, actual cash activity and compare rental properties with three original Excel workbooks.
Explore rent rolls, rental cash records and property analysis
Investing templates
Record dated net worth, investment holdings and dividend cash with three original Excel workbooks.