Professional spreadsheets and planners built with the same precision as our free calculators. Every formula verified.
Downloadable spreadsheet templates and planners that use the same verified formulas as our free online calculators. Available for Excel, Google Sheets, Notion, and iPad. Every formula is tested against trusted financial sources for mathematical accuracy.
Track every mortgage payment with a full amortization schedule, extra payment scenarios, biweekly payments, lump sums, refinance comparison, loan comparison, PMI auto-drop, tax deduction estimates, annual summaries, and 3 embedded charts across 8 sheets.
10-sheet inflation and tariff workbook. Calculates YOUR personal inflation rate using BLS CPI-U sub-index data, shows your household tariff burden with 3-scenario planner (current/reduced/escalated), weekly grocery price tracker with personal food inflation rate, and inflation-adjusted 12-month budget projections. Includes salary gap analysis, 20-year cost projector, and category deep dive.
7-sheet debt payoff simulator with 3 embedded charts. Full month-by-month snowball and avalanche schedules, what-if comparison, debt-free date, lump sum modeling, and print-ready monthly checklist.
$9.99
All 5 finance spreadsheet templates in one bundle at 50%+ off. Mortgage tracker, debt planner, tax workbook, retirement model, and rental ROI analyzer with embedded charts.
$39.99
6-sheet net worth tracker with liquid vs. illiquid asset categorization, inflation-adjusted net worth, milestone projections, and 24-month trend log. Separate subtotals for cash/investments vs. real estate/vehicles.
$14.99
8-sheet budget planner with actual tax bracket math for take-home pay, correct 26-paycheck biweekly handling, bill calendar, expense tracker with category dropdowns, savings goals with progress tracking, and debt overview.
$12.99
8-sheet FIRE planner with 1,000-scenario Monte Carlo simulation, 3 withdrawal strategy comparison (4% Rule, Variable %, Guardrails), Roth conversion ladder with 5-year rule, Social Security claim-age optimizer, and year-by-year projection.
$19.99
4-sheet savings challenge with 6 pre-built challenges (52-week, reverse, $5K, $10K, biweekly, custom), weekly tracker with running totals, compound interest growth projector showing what your savings become when invested, and print-ready version.
$7.99
9-sheet tax workbook with 3 embedded charts. Federal income tax, FICA, AMT screening, W-4 withholding check, SALT-capped deductions, year comparison, and monthly take-home across all 4 filing statuses.
$12.99
7-sheet retirement planner with 3 embedded charts. 50-year projection with employer match, Monte Carlo percentiles, FIRE target, 4% rule, Roth vs Traditional comparison, and SS claim-age optimization.
$19.99
9-sheet rental analyzer with 3 embedded charts. 8 key metrics, deal scoring, BRRRR modeling, 10-year equity projection with tax depreciation, sensitivity tables, 3-property comparison, and rent vs buy.
$14.99
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Most templates are Microsoft Excel (.xlsx) files that also work in Google Sheets. Notion templates are duplicated directly into your Notion workspace. PDF printables are high-resolution print-ready files. Digital planners work with GoodNotes and Notability on iPad.
Yes. All spreadsheet templates are built in Excel format and are fully compatible with Google Sheets. Simply upload the .xlsx file to Google Drive and open it with Google Sheets — all formulas and charts transfer automatically.
Products marked "Formulas Verified" use the same mathematical formulas that power our free online calculators. Every formula is tested against trusted sources like the IRS, Bankrate, and Investopedia to ensure accuracy.
Each verified template uses calculation logic from our open-source calculator library, which is unit-tested with over 300 test cases. Formulas are checked against known-good values from authoritative sources to ensure mathematical correctness.
Templates are available on Etsy and Gumroad. Click the marketplace button on any product card to go directly to the listing. Products marked 'Coming Soon' are currently in development.
Refund policies are handled by each marketplace. Etsy and Gumroad both offer buyer protection. Since these are digital products, please review the product description carefully before purchasing.
Yes. The Complete Finance Template Bundle includes all individual finance spreadsheet templates at 40–50% off the combined individual price. It is the best value if you need multiple tools.