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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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Personal Finance

Budgeting, debt payoff and net-worth tools for everyday money management. Showing 3 templates.

Personal Finance
  • Excel spreadsheet, XLSX

Zero-Based Budgeting Tracker

Give every dollar of your monthly income a job — spending, saving, debt or goals — and watch “Left to assign” hit $0.

Personal Finance
  • Excel spreadsheet, XLSX

Debt Payoff Planner

Compare Debt Snowball and Debt Avalanche side by side — payoff date, total interest and exactly where each payment goes.

Personal Finance
  • Excel spreadsheet, XLSX

Net Worth Dashboard

Track what you own and owe in one place, see your net worth today, and chart how it changes month by month.

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

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