Bundle
Complete Financial System
Everything you need — all 4 templates in one bundle
- Monthly Budget + Net Worth (4 sheets)
- Annual Budget Planner (3 sheets)
- Debt Payoff Tracker (2 sheets)
- Cash Flow Tracker (3 sheets)
- Save $39 vs. buying individually
- All templates work together seamlessly
Most Popular
Monthly Budget + Net Worth
The foundation of financial clarity
- Monthly income & expense tracker
- Category-based budget (12 months)
- Net Worth snapshot & history
- Annual Summary sheet
- Google Sheets & Excel compatible
- No formulas to maintain — just plug in numbers
Annual Budget Planner
See the full year at a glance
- 12-month overview across all categories
- Category roll-up with monthly averages
- Year-end summary & projections
- Goal-setting columns for each month
- Year-over-year comparison framework
- Works standalone or alongside Monthly Budget
Best Value
Debt Payoff Tracker
Attacks debt with a plan, not a prayer
- Snowball method calculator (smallest balance first)
- Avalanche method calculator (highest interest first)
- 60-month payoff timeline projection
- Strategy comparison table — total interest paid
- Extra payment scenario modeling
- Progress tracker with milestones
New
Cash Flow Tracker
Know where every dollar goes, week by week
- Income vs. expenses in one view — weekly or monthly
- Running cash position tracker
- Fixed vs. variable income and expense tagging
- Auto-sums from Income Log & Expense Log tabs
- Savings rate calculator
- Excel + Google Sheets compatible
New
Tax Planning Template
Know what you owe before April hits
- Quarterly estimated tax tracker — Q1/Q2/Q3/Q4
- 2025 IRS bracket reference (Single, MFJ, MFS, HOH)
- Self-employment tax calculator (15.3% SE rate)
- Standard deduction auto-fill by filing status
- Annual Summary with effective tax rate
- SAFE Harbor payment guidance included