Templates & guides
Tools that do the work for you
Done-for-you spreadsheets that put the calculators to work — formula-driven, with auto-updating dashboards and pre-filled example data, in both Microsoft Excel and Google Sheets — plus our ebook on the ten money books everyone recommends.
Want to try before you buy? Start with our free lite templates (a monthly budget tracker and a debt payoff planner), then upgrade to a Pro template here when you want the full dashboards, charts, and extra features.
How the templates work
- Every template works in Microsoft Excel and uploads straight to Google Sheets.
- All formulas are built in — you just enter your numbers and the dashboards update on their own.
- Each file comes pre-filled with example data so you can see how it works, then clear it and make it yours.
- One-time purchase, instant download, no subscription — the files are yours to keep.
- The ebook is a 114-page PDF plus an EPUB, so it reads on a phone, tablet, laptop or e-reader.
