Templates
Each page takes one tool from our planners, shows how it works with a worked example, and explains the method behind it. The money tools come with a free calculator you can use on the page.
Budget Spreadsheet
A full-year budget spreadsheet with a paycheck budget, bill calendar, 50/30/20 check, sinking funds, debt payoff and net worth in one file.
- 50/30/20 Budget Spreadsheet for Google Sheets and Excel
A 50/30/20 budget spreadsheet that tags spending as needs, wants or savings and checks each month against your targets, with a calculator and DIY formulas.
- Bill Tracker Spreadsheet With a Printable Bill Calendar
A bill tracker spreadsheet for Google Sheets and Excel: enter each bill once, tick payments off and print a monthly bill calendar with weekly totals.
- Biweekly Budget Template: Plan Every Paycheck in Sheets or Excel
A biweekly budget template that plans each paycheck: which bills it covers, what is left to spend, three-paycheck months and formulas to build your own.
- Couples Budget Spreadsheet: Track Who Earns and Spends What
A couples budget spreadsheet for Google Sheets and Excel: tag each transaction by person, see who earned and spent what, and split shared costs fairly.
- Debt Snowball Spreadsheet With Free Payoff Calculator
A debt snowball spreadsheet that compares snowball, avalanche and custom payoff orders, with a free calculator, worked example and formulas to build your own.
- Net Worth Tracker Spreadsheet With Free Net Worth Calculator
A net worth tracker spreadsheet for Google Sheets and Excel: list assets and debts, see your net worth and yearly growth, or build your own with formulas.
- No Spend Challenge Tracker With Habit Cost Calculator
A no spend challenge tracker for Google Sheets and Excel: count no-spend days from your budget, price five habits per year, or build your own tracker.
- Sinking Funds Tracker With Free Monthly Savings Calculator
A sinking funds tracker for Google Sheets and Excel: set goals, log contributions, see months left and a finish date. Free calculator and formulas included.
Project Management Spreadsheet
Projects, tasks, budgets and deadlines in one spreadsheet, with a Gantt chart, Kanban board, Eisenhower matrix and calendars built in.
- Eisenhower Matrix Template for Google Sheets and Excel
An Eisenhower matrix template that sorts tasks into do, decide, delegate and delete from two checkboxes, with month and project filters and formulas to copy.
- Gantt Chart Template for Google Sheets and Excel With Holidays
A Gantt chart template for Google Sheets and Excel that draws each project from your task list, with phases, status colors, holidays and a today marker.
- Kanban Board Template for Google Sheets and Excel With Filters
A Kanban board template for Google Sheets and Excel with Backlog, To-Do, In Progress, Review and Done columns filled from your task list, plus filters.
- Multiple Project Tracking Template for Google Sheets and Excel
A multiple project tracking template with dates, days left, progress, status, budget and profit for every project in one list, plus formulas to build your own.
- Project Budget Template With Labor, Materials and Actual Costs
A project budget template for labor, materials and fixed costs per task, with budget vs actual, an expense log, a worked example and formulas to build your own.
Weekly Planner Spreadsheet
Plan six weeks at a time: daily priorities, an hourly schedule, habits, meals and groceries on one page per week.
- Habit Tracker for Google Sheets and Excel With Daily Goals
Habit tracker Google Sheets and Excel template with daily, weekly and measurable habits, a filled-in sample week and the formulas to build your own.
- Meal Planner Template With Grocery List for Google Sheets & Excel
A meal planner template with grocery list for Google Sheets and Excel: breakfast, lunch, dinner and snack each day, plus a filled-in family week.
- Time Blocking Template: Hourly Schedule for Google Sheets & Excel
A time blocking template for Google Sheets and Excel: an hourly schedule with block types, a main task and priorities for each day, and a sample week.