Money questions are rarely hard maths. They are hard because the numbers are scattered: income in one place, spending in another, invoices in an inbox. The templates on this page put each job in one file with the formulas already done, so you only type the figures you know.
Start with a budget if you want to see where personal or household money goes each month, and with the cash flow forecast if you run a business and need to know whether the bank balance will stay above zero. The invoice templates cover billing, the financial model projects five years of revenue and profit, and the pitch deck and business plan help when you need to explain the numbers to someone else.
Every spreadsheet here is a standard .xlsx file. It opens in Excel, Google Sheets, LibreOffice and Numbers without losing formulas, and each one comes with example rows and a short How to use tab.
Templates
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Annual Budget Template for Excel
This annual budget template for Excel lays out twelve months of planned income and spending by category on one sheet. Monthly and…
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Business Plan Template
This business plan template walks you through the sections lenders and investors expect: executive summary, company overview, problem, solution, market size, competition,…
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Cash Flow Forecast Template
This cash flow template forecasts twelve months of money coming in and going out. Each month’s closing balance becomes the next month’s…
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Expense Tracker Template
This free expense tracker template gives you one place to log every purchase with its date, category and payment method. Totals by…
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Financial Model Template: 5-Year Projection
This financial model template projects five years of customers, revenue, gross profit, operating profit, net profit and cash from a single Assumptions…
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Free Budget Template for Google Sheets
This free budget template for Google Sheets lets you plan each month’s income and spending, record what actually happened and see the…
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Invoice Template for Excel and Google Sheets
This free invoice template calculates everything for you: each line amount, the subtotal, discount, tax and the total due. The due date…
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Invoice Template for Word and Google Docs
This invoice template for Word and Google Docs gives you a clean, one-page layout with your details, the client’s details, line items,…
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Pitch Deck Template for PowerPoint and Google Slides
This pitch deck template gives you the twelve slides investors expect: problem, solution, market size, business model, traction, competition, go-to-market, team, financials,…
Questions
Which budget template should I start with?
If you want a monthly view with planned against actual figures, start with the Google Sheets budget. If you plan the whole year by category, the annual Excel budget is the better fit. Both are on the budget templates page.
Are these templates financial advice?
No. They are tools to organise your own figures. For tax, lending or investment decisions, talk to a qualified adviser.
Can I use them for a small business?
Yes. The cash flow forecast, invoices, financial model, business plan and pitch deck are written for small businesses and freelancers.