Your money, stock and clients in tidy rows.
Ready-to-use spreadsheet templates for households, freelancers and small shops. Type your numbers in the yellow cells and the dashboards do the rest.
The templates
Each one comes with sample data so you can see how it works, a "Start Here" tab, and yellow cells that show you exactly where to type.
The Business Bundle
All five templates in one download. Budget, stock, leads, invoices and sales, all in one set of spreadsheets.
- Monthly Budget & Expense Tracker$12
- Inventory Tracker with Reorder Alerts$19
- Lead & Client Tracker (Simple CRM)$17
- Freelancer Invoice & Income Log$14
- Automated Sales Dashboard$24
- Bought separately$86
How it works
Buy securely
Pay by card or PayPal through a secure checkout.
Download right away
You get the .xlsx file by email right after you pay.
Open it anywhere
Open it in Excel, or upload it to Google Drive and open it with Google Sheets. Read the Start Here tab, then type.
Questions
Do I need Microsoft Excel?
No. Every template works in free Google Sheets: upload the file to Google Drive, then open it with Google Sheets. It also works in Excel 2016 or later.
Is it a subscription?
No. You pay once and keep the file.
Can I get a refund?
If a template doesn't work for you, email us within 14 days of purchase and you'll get a full refund.
Will it work on my phone?
You can view and edit in the Google Sheets or Excel app, but the dashboards are easiest on a computer or tablet.
Can you change a template for my business?
Yes. Email us what you need and you'll get a quote, usually within a day.