Finance Templates
Budgeting, expense tracking, investment portfolio management, and financial planning templates.
Bill Tracker Template for Google Sheets
Never miss a payment with this free Google Sheets bill tracker. Track due dates, amounts, payment status, and recurring bills all in one place. Download Excel and CSV. No signup required.
Budget Planner Template for Google Sheets
Plan and manage your monthly finances with this free budget planner for Google Sheets. No signup required — copy or download. Track income, fixed and variable expenses, savings goals, and net balance.
Debt Payoff Template for Google Sheets
Pay off debt faster with this free Google Sheets debt payoff template. Track balances, interest rates, minimum payments, and snowball or avalanche methods. Download Excel and CSV. No signup required.
Dividend Tracker Template for Google Sheets
Track your dividend income with this free Google Sheets template. No signup required — copy to Google Sheets or download Excel and CSV. Monitor dividend payments, yields, payout dates, and annual income.
Bookkeeping Template for Excel
Manage your books with this free Excel bookkeeping template. Track transactions, reconcile accounts, and generate financial summaries. Also works in Google Sheets. No signup required.
Excel Budget Template
Manage your monthly finances with this free Excel budget template. Track income, expenses, and savings with built-in formulas. Also works in Google Sheets. No signup required.
Cash Flow Template for Excel
Monitor your cash flow with this free Excel cash flow template. Track income, expenses, and net cash position across months. Also works in Google Sheets. No signup required.
Excel Expense Tracker Template
Track every expense with this free Excel expense tracker. Log daily spending, categorize transactions, and generate monthly summaries. Also works in Google Sheets. No signup required.
Financial Model Template for Excel
Build financial projections with this free Excel financial model template. Forecast revenue, expenses, and growth across multiple scenarios. Also works in Google Sheets. No signup required.
Profit and Loss Template for Excel
Track business income and expenses with this free Excel profit and loss template. Monitor revenue, costs, and net profit across months. Also works in Google Sheets. No signup required.
Expense Tracker Template for Google Sheets
Track every expense with this free Google Sheets expense tracker. Log daily spending, categorize transactions, and review monthly summaries. Download Excel and CSV versions. No signup required.
Monthly Budget Template for Google Sheets
Plan your monthly finances with this free Google Sheets monthly budget template. Track monthly income, fixed and variable expenses, savings goals, and end-of-month balance. No signup required.
Net Worth Tracker Template for Google Sheets
Track your net worth over time with this free Google Sheets net worth tracker. Monitor assets, liabilities, and watch your wealth grow month by month. Download Excel and CSV. No signup required.
Project Budget Template for Google Sheets
Keep your projects on budget with this free Google Sheets project budget template. Track estimated vs actual costs, monitor spending, and manage expenses. Download Excel and CSV. No signup required.
Real Estate Excel Template
Manage rental properties with this free real estate Excel template. Track income, expenses, tenants, and property performance. Also works in Google Sheets. No signup required.
Savings Tracker Template for Google Sheets
Reach your savings goals with this free Google Sheets savings tracker. Track multiple goals, monitor progress, and see your savings grow over time. Download Excel and CSV. No signup required.
Stock Portfolio Tracker for Google Sheets
Track your stock portfolio with this free Google Sheets template. No signup required — copy to Google Sheets or download Excel and CSV. Monitor tickers, shares, cost basis, market value, gain/loss, and dividends.
Stock Trade Journal Template for Google Sheets
Log and review your stock trades with this free Google Sheets trade journal. Track entry/exit, position size, P&L, and trade notes to improve your strategy. No signup required.
Stock Watchlist Template for Google Sheets
Monitor stocks on your radar with this free Google Sheets stock watchlist template. Track price targets, P/E ratios, market cap, and price alerts. No signup required.
Weekly Budget Template for Google Sheets
Use this free weekly budget template to track income, expenses, savings, and weekly balance in Google Sheets. No signup required — copy the Google Sheets version or download Excel and CSV files for free.
What Are Finance Templates?
Finance templates are pre-built spreadsheets designed to help individuals, freelancers, and small businesses manage income, expenses, budgets, and investments. Each template includes pre-labeled sections, built-in formulas, and automatic calculations so you can start tracking your finances immediately without building a spreadsheet from scratch.
Best Finance Templates to Start With
If you are new to using finance templates, start with the weekly budget template to track short-term spending, then move to the budget planner for a monthly overview. For investment tracking, the stock portfolio tracker and dividend tracker are the most popular choices among our users.