Personal Finance

Spreadsheets · Trackers · Dashboards

Personal finance templates and budget spreadsheets do one thing brilliantly: they replace guesswork with a system. This collection will include monthly budget dashboards, debt payoff planners, savings goal trackers, and net-worth spreadsheets — each designed to work in Google Sheets and Excel, each downloadable in seconds, and each built so a complete beginner can set it up in under an hour. Instead of paying a monthly subscription for a budgeting app, you buy the tool once and own it forever. Every product ships with a plain-English setup guide, and every purchase is delivered instantly after checkout. The first finance products are in final production now — join the list below and you’ll be the first to know.

Coming soon — PDF Street personal finance product

Budget Dashboard — coming soon

Debt Payoff Planner — coming soon

Get notified at launch

Common questions

What is a budget spreadsheet template?

A budget spreadsheet template is a pre-built file for Google Sheets or Excel with formulas, categories, and dashboards already set up. You enter your income and expenses; the template calculates totals, trends, and progress automatically — no formula-writing required.

Do I need Excel to use these templates?

No. Our finance templates are built to work in free Google Sheets as well as Excel. Each product page lists the exact formats included before you buy, and the setup guide covers both platforms.

How is this better than a budgeting app?

You pay once and own the file forever — no subscription, no ads, no selling your data. Spreadsheets are also fully customizable: rename categories, add accounts, or change anything an app would lock behind a paywall.