Budget, income & money templates

Budget, income & money templates

• Fractional CFO

  13-Week Cash Flow Forecast

  A free 13-week cash flow spreadsheet: project weekly inflows, outflows, and ending balance with scenario columns in Google Sheets and Excel.

  Calculates net cash flow, ending cash, ending cash (downside) · Tabs: Weeks, Inputs

  Try it in your browserDownload .xlsx

• E-commerce

  Ad Spend ROI Tracker

  A free ad ROI spreadsheet: track spend, revenue, ROAS, and profit per campaign with a break-even flag across channels, in Google Sheets and Excel.

  Calculates roas, break-even roas, profit after ads, cost per order · Tabs: Campaigns, Totals

  Try it in your browserDownload .xlsx

• Affiliate Marketer

  Affiliate Commission Tracker

  A free affiliate commission spreadsheet: track commission by program and network with pending vs. paid and monthly totals, in Google Sheets and Excel.

  Calculates expected commission, short-paid · Tabs: Commissions, Summary

  Try it in your browserDownload .xlsx

• Affiliate Marketer

  Affiliate Content ROI

  A free affiliate content ROI spreadsheet: track revenue, cost, and ROI per page to find top earners and what to cut, in Google Sheets and Excel.

  Calculates click-through, revenue per 1,000 visits, roi · Tabs: Pages, Totals

  Try it in your browserDownload .xlsx

• Airbnb & Short-Term Rentals

  Airbnb Income & Expense Tracker

  A free STR finance spreadsheet: track income and all costs into net profit per property for tax time, in Google Sheets and Excel.

  Calculates month · Tabs: Transactions, Profit

  Try it in your browserDownload .xlsx

• Amazon FBA Sellers

  Amazon FBA Profit Calculator

  A free FBA profit spreadsheet: calculate true profit after referral and FBA fees with margin and ROI per product for Amazon sellers, in Sheets and Excel.

  Calculates landed cost, amazon fees, profit per unit, margin

  Try it in your browserDownload .xlsx

• Apartment Locator

  Apartment Locator Commission Tracker

  A free commission tracker for apartment locators: track placements by property with invoiced vs. paid and aging in Google Sheets or Excel.

  Calculates commission, days outstanding · Tabs: Placements, Summary

  Try it in your browserDownload .xlsx

• Basement Finishing

  Basement Budget Tracker

  A free budget tracker for basement finishing: track budget vs. actual by category with change orders and over-budget flags in Sheets or Excel.

  Calculates variance, % used · Tabs: Budget, Summary

  Try it in your browserDownload .xlsx

• Small Business

  Business Expense Tracker

  A free business expense spreadsheet: categorize spending, flag deductibles, and total by month for tax time, in Google Sheets and Excel.

  Calculates deductible amount, month · Tabs: Expenses, Tax summary

  Try it in your browserDownload .xlsx

• Real Estate Wholesaling

  Cash Buyer List

  A free cash buyer list for wholesalers: track buyers by area, type, and budget with proof-of-funds and best-match views in Sheets or Excel.

  Tabs: Buyers, Summary

  Try it in your browserDownload .xlsx

• Small Business

  Cash Flow Forecast

  A free cash flow forecast spreadsheet: project inflows, outflows, and closing balance to see your runway and avoid a crunch, in Sheets and Excel.

  Calculates net, closing balance · Tabs: Weekly forecast, Settings

  Try it in your browserDownload .xlsx

• Acupuncture Clinic

  Clinic Income & Expense Tracker

  A free income and expense tracker for acupuncture clinics: log visit revenue, supplies, and profit in Sheets or Excel. Tax-ready.

  Calculates month, signed amount · Tabs: Ledger, Profit and loss

  Try it in your browserDownload .xlsx

• Real Estate Brokerage

  Commission Split Calculator

  A free commission split spreadsheet: calculate split, cap, and fees per transaction with brokerage vs. agent net for brokers, in Google Sheets and Excel.

  Calculates gross commission, brokerage share, agent net · Tabs: Deals, Totals

  Try it in your browserDownload .xlsx

• Real Estate Team

  Commission Split Calculator

  A free commission split calculator for real estate teams: compute agent, team, and brokerage splits with cap tracking in Sheets or Excel.

  Calculates brokerage share, team share, agent net · Tabs: Deals, Splits

  Try it in your browserDownload .xlsx

• Commercial Real Estate Broker

  CRE Commission Tracker

  A free CRE commission spreadsheet: track fee, split, and net-to-broker per deal with projected-vs-paid totals in Google Sheets and Excel.

  Calculates fee after co-broke, brokerage share, net to agent · Tabs: Deals, Year

  Try it in your browserDownload .xlsx

• Personal Finance

  Debt Payoff Tracker

  A free debt payoff spreadsheet comparing the snowball and avalanche methods, with auto payoff dates and interest, in Google Sheets and Excel.

  Calculates monthly interest now, months to payoff, payoff date, interest you'll pay · Tabs: Debts, Overview

  Try it in your browserDownload .xlsx

• Dog Breeder

  Dog Breeding Expense Tracker

  A free expense tracker for dog breeders: track litter costs by category with cost-per-litter and per-puppy roll-ups in Sheets or Excel.

  Tabs: Expenses, Per litter

  Try it in your browserDownload .xlsx

• Dropshipping

  Dropshipping Profit Calculator

  A free dropshipping profit spreadsheet: calculate true margin after product, ad spend, and fees with break-even ROAS, in Google Sheets and Excel.

  Calculates fees, profit per sale, margin, break-even roas

  Try it in your browserDownload .xlsx

• Freelancing

  Freelance Income & Expense Tracker

  A free freelance finance spreadsheet: track income, expenses, profit, and tax set-aside by client with a year-end summary, in Sheets and Excel.

  Calculates month · Tabs: Transactions, Profit & tax

  Try it in your browserDownload .xlsx

• Grant Writer

  Grant Budget Builder

  A free grant budget spreadsheet: build personnel and direct-cost line items with indirect and match math in Google Sheets and Excel.

  Calculates line total · Tabs: Budget lines, Budget summary

  Try it in your browserDownload .xlsx

• Home & Garden

  Grocery Budget

  A free grocery budget spreadsheet: plan vs. actual spend by category with a running monthly total and overspend alerts in Sheets and Excel.

  Calculates remaining, % used · Tabs: This month, Summary

  Try it in your browserDownload .xlsx

• Home Builder

  Home Build Budget Tracker

  A free build budget tracker for home builders: track cost codes, budget vs. actual, and variance with overage flags in Sheets or Excel.

  Calculates variance, % of budget · Tabs: Cost codes, Project, Summary

  Try it in your browserDownload .xlsx

• Home Renovation

  Home Renovation Budget

  A free renovation budget spreadsheet: track estimated vs. actual spend by room with contingency and payment tracking in Sheets and Excel.

  Calculates remaining, % used · Tabs: Budget, Summary

  Try it in your browserDownload .xlsx

• Real Estate

  House Flip Budget

  A free house-flip budget spreadsheet: itemize rehab costs, holding costs, and ARV-based profit with auto ROI in Google Sheets and Excel.

  Calculates projected, remaining, % used · Tabs: Rehab budget, Deal

  Try it in your browserDownload .xlsx

• Insurance Agency

  Insurance Commission Tracker

  A free insurance commission spreadsheet: calculate commission by carrier and rate and reconcile expected vs. paid for agents, in Google Sheets and Excel.

  Calculates expected commission, short-paid · Tabs: Commissions, Summary

  Try it in your browserDownload .xlsx

• Interior Design

  Interior Design Budget Tracker

  A free interior design budget spreadsheet: track estimate vs. actual and markup per item and room across vendors, in Google Sheets and Excel.

  Calculates client price, over / under estimate · Tabs: Items, Summary

  Try it in your browserDownload .xlsx

• Land Development

  Land Development Project Budget

  A free project budget for land developers: compare budget vs. actual by category and phase with over-budget flags in Sheets or Excel.

  Calculates remaining, % used · Tabs: Budget, Roll-up

  Try it in your browserDownload .xlsx

• Mortgage Processing Service

  Loan Condition Checklist

  A free condition checklist for mortgage processors: track loan conditions by item with requested and received status in Sheets or Excel.

  Tabs: Checklist, Progress, Summary

  Try it in your browserDownload .xlsx

• Mortgage Broker

  Loan Pipeline Tracker

  A free loan pipeline spreadsheet: track borrowers from application to funded with loan amount, close date, and projected revenue, in Sheets and Excel.

  Calculates projected revenue, pull-through, weighted revenue · Tabs: Pipeline, Forecast

  Try it in your browserDownload .xlsx

• Mobile Notary

  Loan Signing Appointment Tracker

  A free loan-signing tracker for notary signing agents: status, signing company, docs returned, and unpaid follow-ups in Sheets and Excel.

  Tabs: Signings, Pay

  Try it in your browserDownload .xlsx

• Massage Therapy

  Massage Income Tracker

  A free massage income spreadsheet: track session fees and tips net of room rent and supplies for real take-home income, in Google Sheets and Excel.

  Calculates month, session net · Tabs: Sessions, This month

  Try it in your browserDownload .xlsx

• Personal Finance

  Monthly Budget Planner

  A free copy-ready monthly budget spreadsheet for Google Sheets and Excel. Auto-totaling categories, no add-ons, set up in five minutes.

  Calculates difference · Tabs: This month, Overview

  Try it in your browserDownload .xlsx

• Mortgage Processing Service

  Mortgage Closing Calendar

  A free closing calendar for mortgage processors: track closings by loan and date with clear-to-close and funding status in Sheets or Excel.

  Calculates days to close · Tabs: Pipeline, Summary

  Try it in your browserDownload .xlsx

• Real Estate

  Mortgage Comparison

  A free mortgage comparison spreadsheet: line up loan offers with auto monthly payment, lifetime interest, and break-even in Sheets and Excel.

  Calculates monthly p&i, lifetime interest, upfront cost, break-even (months) · Tabs: Loan offers, Compare

  Try it in your browserDownload .xlsx

• Mortgage Processing Service

  Mortgage Pipeline Tracker

  A free pipeline tracker for mortgage processors: track loans by borrower and stage with lock expiry and target close in Sheets or Excel.

  Calculates days to lock expiry · Tabs: Loans, Summary

  Try it in your browserDownload .xlsx

• Musicians

  Musician Gig & Income Tracker

  A free gig tracker spreadsheet for musicians: log fees, costs, and net pay per show with paid status and income totals, in Google Sheets and Excel.

  Calculates mileage cost, net, month · Tabs: Gigs, Income

  Try it in your browserDownload .xlsx

• Pawn Shop

  Pawn Loan Tracker

  A free pawn loan spreadsheet: track principal, maturity dates, and redeemed vs. forfeited status per loan for pawnbrokers, in Google Sheets and Excel.

  Calculates maturity, payoff · Tabs: Loans, Book

  Try it in your browserDownload .xlsx

• Print on Demand

  POD Profit Calculator

  A free POD profit spreadsheet: calculate true margin after base cost, platform fees, and ad spend with break-even per product, in Google Sheets and Excel.

  Calculates fees, profit, margin, break-even ad cost

  Try it in your browserDownload .xlsx

• PPC Freelancer

  PPC Budget Pacing

  A free PPC budget pacing spreadsheet: track spend vs. budget pace to month end with over/under alerts and daily targets, in Google Sheets and Excel.

  Calculates pacing, daily target (rest of month), remaining, % used · Tabs: Accounts, Month

  Try it in your browserDownload .xlsx

• PPC Freelancer

  PPC Campaign ROI

  A free PPC campaign ROI spreadsheet: track ROAS, cost per conversion, and profit by campaign to show return on ad spend, in Google Sheets and Excel.

  Calculates cpc, cost per conversion, roas, profit after ad spend · Tabs: Campaigns, Settings

  Try it in your browserDownload .xlsx

• E-commerce

  Product Profit Calculator

  A free product profit spreadsheet: calculate net margin after fees and shipping, with break-even price, for online sellers, in Google Sheets and Excel.

  Calculates fees, net profit, net margin, break-even price · Tabs: Products, Settings

  Try it in your browserDownload .xlsx

• Small Business

  Profit Margin Calculator

  A free profit margin calculator spreadsheet: get gross margin, markup, and break-even from cost and price in Google Sheets and Excel.

  Calculates gross profit each, margin, markup, price for target margin · Tabs: Products, Break-even

  Try it in your browserDownload .xlsx

• Project Management

  Project Budget Tracker

  A free project budget spreadsheet: track budget vs. actual with variance and percent-spent alerts by line item in Google Sheets and Excel.

  Calculates variance, % spent · Tabs: Budget lines, Roll-up

  Try it in your browserDownload .xlsx

• Marketing Agency

  Project Profitability Tracker

  A free project profitability spreadsheet: budget vs. actual cost, hours, and margin per project so agencies see what makes money, in Sheets and Excel.

  Calculates total cost, margin $, margin %, budget used · Tabs: Projects, Summary

  Try it in your browserDownload .xlsx

• Real Estate

  Real Estate Commission Tracker

  A free commission tracker for real estate agents: deals, splits, and projected vs. earned income in Google Sheets and Excel.

  Calculates gross commission, your net · Tabs: Deals, Income

  Try it in your browserDownload .xlsx

• Real Estate Investing

  Rental Property Deal Analyzer

  A free rental deal analyzer spreadsheet: model cash flow, cap rate, and cash-on-cash return to vet a property before you buy, in Sheets and Excel.

  Try it in your browserDownload .xlsx

• Reseller (eBay & Poshmark)

  Reseller Sourcing ROI

  A free reseller sourcing spreadsheet: track ROI by source and category with cost basis and sell-through to find best sources, in Google Sheets and Excel.

  Calculates profit, roi · Tabs: Items, By source

  Try it in your browserDownload .xlsx

• Classic Car Restoration

  Restoration Budget Tracker

  A free budget tracker for classic car restoration: compare budget vs. actual by category with a running total in Google Sheets or Excel.

  Calculates remaining, % used · Tabs: Budget, Totals

  Try it in your browserDownload .xlsx

• Family Reunion Planning

  Reunion Budget & Contributions

  A free reunion budget: split venue and food costs across families and track contributions in Google Sheets or Excel.

  Calculates fair share, balance · Tabs: Contributions, Budget

  Try it in your browserDownload .xlsx

• Youth Robotics Team

  Robot Parts Budget

  A free parts budget for robotics teams: track orders by subsystem and see remaining season budget at a glance in Sheets or Excel.

  Calculates line cost · Tabs: Orders, Budget

  Try it in your browserDownload .xlsx

• Sales & CRM

  Sales Forecast

  A free sales forecast spreadsheet: weighted forecast by probability with monthly and quarterly roll-ups in Google Sheets and Excel.

  Calculates weighted, quarter · Tabs: Deals, Forecast

  Try it in your browserDownload .xlsx

• Personal Finance

  Savings Goal Tracker

  A free savings goal spreadsheet: track multiple goals with progress bars and auto target dates, sinking-fund style, in Google Sheets and Excel.

  Calculates remaining, % complete, months to go, reach it by · Tabs: Goals, Totals

  Try it in your browserDownload .xlsx

• Side Hustles

  Side Income & Profit Tracker

  A free side income spreadsheet: track profit per gig after expenses with tax set-aside and totals by source, in Google Sheets and Excel.

  Calculates month · Tabs: Transactions, Profit

  Try it in your browserDownload .xlsx

• Students

  Student Budget

  A free student budget spreadsheet built for aid, stipends, and part-time income, with auto left-to-spend, in Google Sheets and Excel.

  Calculates remaining, % used · Tabs: Monthly spending, Income

  Try it in your browserDownload .xlsx

• Mental Health Practice

  Therapy Session Income Tracker

  A free income tracker for therapists: log sessions, fees, copays, and private vs. insurance pay in Sheets or Excel. Tax-ready, no PHI.

  Calculates outstanding · Tabs: Sessions, Income

  Try it in your browserDownload .xlsx

• Travel Planning

  Travel Budget

  A free travel budget spreadsheet: plan estimated vs. actual spend by category with a daily and remaining-budget view, in Google Sheets and Excel.

  Calculates remaining, % used · Tabs: Budget, Daily spend

  Try it in your browserDownload .xlsx

• Virtual Event Production

  Virtual Event Budget

  A free virtual event budget spreadsheet: track platform, talent, and production costs with estimate-vs-actual and sponsorship offsets in Sheets and Excel.

  Calculates remaining, % used · Tabs: Budget, Totals, Summary

  Try it in your browserDownload .xlsx

• Events & Weddings

  Wedding Budget

  A free wedding budget spreadsheet: estimated vs. actual by category with deposit and balance-due tracking in Google Sheets and Excel.

  Calculates balance due, remaining, % used · Tabs: Budget, Overview, Summary

  Try it in your browserDownload .xlsx

• Wedding Planner

  Wedding Budget Tracker

  A free wedding budget tracker: manage categories with estimate vs. actual, payments, and balances in Google Sheets or Excel.

  Calculates over / under, balance · Tabs: Budget, Totals

  Try it in your browserDownload .xlsx

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