Personal Finance & Small Business Spreadsheets To Track Your Money
Transition from worrying about money to having confidence about how you manage it
You Need To Track Your Money. Here's Why
Confidently Plan Your Future
Make informed decisions about your financial future backed by simple and intuitive numbers. Confidently direct your money towards your goals to achieve your future plans
Promote Better Financial Habits
Build a mindful spending habit by identifying and curbing unintended spending. Save and invest more as you see the impact of your intentional financial decisions
Reach Your Financial Goals Faster
Set and monitor specific and time-bound financial goals. Laser focus on what matters to you and ensure your spending matches your priorities as you gain data-backed financial clarity
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Personal Finance Spreadsheet
Use our customizable Google Sheet financial spreadsheet to understand your financial health, amplify the impact of your hard-earned money, and confidently plan your future.
This Google Sheet spreadsheet includes:
- Automated graphs and visuals designed to tell your money story simply, accurately, and seamlessly over the months and years
- Annual goals tracker to hold yourself accountable to specific and time-bound goals
- A monthly zero-based budget, spending summary & savings rate tracker
- Annual cash flow dashboard with detailed insight into your income, savings, expenses
- Net Worth and optional FI/RE journey progress tracker
- Custom budgeting and net worth categories entry to suit your individual needs
- Multi-year tracking capabilities to provide continuous reporting on your long-term financial health
Monthly Budget Spreadsheet
Use this Google Sheet spreadsheet template to track your monthly Income, Savings & Investments, and Debt & Expenses, and let the spreadsheet do the rest of the work!
Net Worth Spreadsheet
Use this Google Sheet spreadsheet template to track your Assets & Liabilities (Net Worth) each month, and let the spreadsheet do the rest of the work!
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Small Business Spreadsheet
Stay on top of your business finances and needs using this holistic and intuitive Google Sheet spreadsheet! This spreadsheet includes:
- Automated graphs and visuals designed to tell your businesses' money story simply, accurately, and seamlessly over the years
- Annual goals tracker to hold yourself accountable to specific and time-bound goals for your business
- A monthly summary of your net profit/ loss, income and expenses
- Custom income and expense categories entry to suit your business needs
- A cash flow dashboard detailing month-over-month, quarterly & annual insights with the click of a button
- Multi-year tracking capabilities to provide continuous reporting on your long-term financial health
One Spreadsheet. Your Financial Life.
Key Features To Keep You On Course
Flexible
Set your own custom budgeting categories, currency, and more
Better Insight
Get easy-to-digest and relevant financial insight in one place
Financial Goals Tracking
Set specific monthly and annual financial goals
Automated Visuals
Simple yet key graphs and tables to get the most insight
Multi-Year Tracking
With one click, check historical data for a long-term financial overview
Sharing Capabilities
Easily share spreadsheets with an accountability, life or business partner
Grab our FREE Budget Spreadsheet
Get clarity on your income, savings, and expenses using this FREE Google Sheet budget spreadsheet.
Direct your hard-earned money to the things that matter most to you and reach your goals faster.
In this financial spreadsheet you will get:
- Automated visuals and insights
- Flexibility to set your own budgeting categories
- Trackers for expenses, income, and savings and investments
- Pie charts with breakdowns of your monthly spending
The best part? It's absolutely FREE!