Financial Planning Template
for Google Spreadsheets
Start managing your finances using the financial planning template crafted by the FinancialAha team. Pay once, and enjoy lifetime access, with the flexibility to adjust it to your unique financial needs.
Start financial planning with a template
We have been using this template for several years before building the FinancialAha app. It has gone through many iterations and lots of improvements.
- 6 hrs to setup asset tracking
- + 3 hrs to setup debt tracking
- + 8 hrs to add cashflow
- + 7 hrs add projections
- + 4 hrs to sumarize everything
- + 2 hrs to make it look beautiful
- + 1 hr to connect to Google Finance
- + ∞ hours of overthinking...
- = 31+ hrs to create it yourself
or
Get instant acesss to FinancialAha's Planning Template for only $11.99.
All your Assets
in one place
Plan by knowing how your finances are spread across multiple types of assets, and update them frequently for better understanding of your wealth distribution.
Cash Account
Cash Equivalent
Bond
Stock
Brokerage Account
Real Estate
Vehicle
Digital Asset
Cryptocurrency
Equity
Collectible
Commodity
Intellectual Property
Long-Term Savings
Other Asset
Your entire Debt
under watch
Never lose sight of how much debt you are accumulating and adjust your financial planning to keep it under control.
Credit Card
Loan
Debt obligations. All your outstanding debts divided by type, including credit card balances, student loans, mortgages, auto loans, and any other forms of debt.
Progress logging. Track the progress of your debt by periodically logging the current balances of your debts.
Debt goals. Set personalized debt goals such as debt-to-income ratio and track your progress toward these goals.
Debt overview. A centralized dashboard that displays an overview of all your debts, outstanding balance, and debt distribution.
Cash Flow
visual representation
Visualize your cash-flow dynamics in order to effortlessly identify areas for financial improvement and optimize your financial plans.
Income Diversification Analysis
Analyze the diversity and stability of your income sources to ensure consistent cash flow when you need it.
Budgeting and Spending Analysis.
No matter the level of detail you prefer, FinancialAha gives you the tool to plan and make informed decisions about big financial spendings and investment opportunities.
Cash Flow Financial Planning
Plan a financial strategy that keeps your cash flow in balance based on forecasts and scenarios that take into consideration expenses, emergency fund, liquidity, and taxes.
Planning
for the future
Use projections empower you to plan how and when to save or make a big purchase while keeping your finances under control.
Income and expense
Set estimated monthly income and expenses for a more accurate financial projection.
Project
Understand how your net worth by adjusting the asset or debt changes percentages.
Stay on track
We recommend to make a copy of the projection in a few months to see where you are compared with the initial plan.
Financial Template or Web App?
We used this financial planning template for several years before creating FinancialAha. While it's a great starting point, it comes with certain limitations that are difficult to overcome within Google Spreadsheets.
- ✓ pay once, use forever
- ✓ make changes fast
- × keep history of all financial changes
- × create advanced projections for complex financial situations
- × hard to test changes & prone to errors
- × limited on mobile devices
- × create multiple financial projections
- × manage multiple financial portfolios
- × automations
Get acesss to FinancialAha's Planning Template for only $11.99
or start using the FinancialAha web app.