Free Financial Templates
Download and use in Microsoft Excel or Google Sheets. No signup required for free templates. Works in any currency.
8 Free Templates — Professionally Designed
All templates are currency-neutral — enter amounts in your local currency. Updated regularly.
Monthly Budget Planner
Universal budget template with 50/30/20 auto-split. Customisable income and expense categories for any country or lifestyle.
Annual Net Worth Tracker
Track assets and liabilities with monthly snapshots. Automatic net worth calculation and year-over-year progress chart.
Investment Portfolio Tracker
Track stocks, ETFs, mutual funds, and bonds. Shows cost basis, current value, gain/loss, and XIRR (actual returns).
Debt Payoff Planner
Enter up to 10 debts. Generates avalanche and snowball payoff schedules automatically with total interest saved comparison.
Emergency Fund Tracker
Set your emergency fund target, track contributions, and visualise progress toward your 3–6 month safety net goal.
Insurance Policy Organiser
One place for all your policies — life, health, vehicle, home. Tracks premiums, renewal dates, coverage amounts, and nominees.
Multi-Currency Expense Tracker
Track expenses in two currencies simultaneously — ideal for NRIs, expats, and frequent international travellers.
Annual Tax Planning Worksheet
Plan deductions, estimate tax liability, and compare scenarios. Useful across multiple tax regimes — adaptable for Indian taxpayers.
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