Free templates
Spreadsheets that do the maths for you. They open in Excel, Google Sheets and LibreOffice. Free to download, no sign-up needed.
- Download
12-month cash-flow forecast
Enter money in and money out by month. Totals, closing balances and low-cash warnings calculate themselves.
Goes with: How to Create a Simple Cash-Flow Forecast
- Download
Monthly budget (50/30/20)
List your income and spending. See needs, wants and savings against the 50/30/20 guide.
Goes with: How to Create a Monthly Budget That Works
- Download
Product pricing worksheet
Work out the full cost of each product and the price that hits your target margin.
Goes with: How to Price Your Products for Profit
- Download
Debt payoff tracker
List your debts, rates and payments. Track balances month by month until each one is gone.
Goes with: How to Pay Off Debt Faster