

Bundle · 22 templates
The Everything Bundle
All 22 templates: personal money, small business, founder finance and career tools.
Secure checkout. Instant download. Google Sheets + Excel.
What's inside


Personal Budget & Savings Goals
Plan your month and see instantly where you over- or under-spent
Job Application & Offer Tracker
Keep every application, contact and next step in one place

Paycheck Budget Planner (Premium)
Plan every month of the year, then see plan vs actual for any month with one click
Secure checkout. Instant download. Google Sheets + Excel.

Personal Budget Dashboard
Log income and expenses in one place, with your own categories
Secure checkout. Instant download. Google Sheets + Excel.

Debt Payoff Planner
See exactly when each debt will be paid off and when you'll be debt-free
Secure checkout. Instant download. Google Sheets + Excel.
Net Worth & Investment Tracker
Live prices and exchange rates in Google Sheets: add a ticker, the value updates itself
Secure checkout. Instant download. Google Sheets + Excel.
Stock Analyzer & Portfolio Tracker
Look up any S&P 500 company (or any ticker) and see its key numbers explained in plain English
Secure checkout. Instant download. Google Sheets + Excel.

Loan, Lease or Buy Comparison
Compare paying cash, taking a loan and leasing for the same car, van, machine or laptop fleet
Secure checkout. Instant download. Google Sheets + Excel.

Mortgage Calculator
See your monthly payment, total interest and total cost
Secure checkout. Instant download. Google Sheets + Excel.

Rental Property Analyzer & Landlord Tracker
Analyse a deal before you buy: cash flow, cap rate, cash-on-cash return, debt coverage and IRR
Secure checkout. Instant download. Google Sheets + Excel.

Small Business Bookkeeping
Record every sale and cost in one simple ledger
Secure checkout. Instant download. Google Sheets + Excel.
Freelancer Income & Tax Tracker
Track every invoice, see what's paid, due soon or overdue
Secure checkout. Instant download. Google Sheets + Excel.

Small Business Cash-Flow Forecast
Forecast sales and costs for 12 months
Secure checkout. Instant download. Google Sheets + Excel.

Product Pricing & Recipe Costing
Know the true cost of every product: materials, your time, packaging and fees
Secure checkout. Instant download. Google Sheets + Excel.

Client CRM & Sales Pipeline
Every lead and deal in one list, with stage, value and the next action
Secure checkout. Instant download. Google Sheets + Excel.

Mini Three-Statement Model
See how profit, the balance sheet and cash connect, year by year for 5 years
Secure checkout. Instant download. Google Sheets + Excel.

Sales Forecast + Stress Test
Build a 24-month sales forecast product by product, not from a single guess
Secure checkout. Instant download. Google Sheets + Excel.

Pricing & Unit Economics Calculator
Know exactly what you keep from every sale after discounts, costs and fees
Secure checkout. Instant download. Google Sheets + Excel.
Budget vs Actual Tracker
See each month where you are over or under budget, category by category
Secure checkout. Instant download. Google Sheets + Excel.

Monthly KPI Dashboard
Track up to 8 KPIs on one page your manager will actually read
Secure checkout. Instant download. Google Sheets + Excel.

Headcount & Hiring Cost Planner
See what your team really costs each month, including employer costs, pay rises and hiring costs
Secure checkout. Instant download. Google Sheets + Excel.
What you get
- ✓Google Sheets version
- ✓Excel (.xlsx) version
- ✓A filled-in example
- ✓Blank tabs for your numbers
- ✓A README with AI Booster prompts
- ✓Lifetime updates
