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Free Money Templates

Practical spreadsheets, documents and checklists that do the busywork for you — so you can budget, pay off debt, invest toward financial independence, run a small business, and buy or analyze property with confidence. Every template is built by our editors, filled with realistic examples, and works in the apps you already use.

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Investing

Trackers and planners for long-term investors and financial-independence goals. Showing 2 templates.

Investing
  • Excel spreadsheet, XLSX

Investment Portfolio Tracker

Track holdings across accounts, see gains and returns, and compare your asset allocation with your targets.

Investing
  • Excel spreadsheet, XLSX

FIRE Timeline Tracker

Estimate your financial-independence number, progress and a possible FI age from your savings, spending and assumptions.

For educational purposes only. Our templates do not constitute financial, tax, legal, or investment advice.

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