Financial Planning Template
for Google Spreadsheets
Use Google Sheets to do your financial planning. FinancialAha template helps you track your assets, debts, cash flow, and projection without having to spend time building your own Excel document.
One-time fee. Use forever with free updates included.
Lifetime Access
Pay once and enjoy unlimited access forever. No subscriptions or no hidden fees.
Free Updates Forever
Get all future updates at no extra cost, ensuring you always have the latest features and improvements.
Instant Download
Immediate access to your purchase as soon as you finish your order. No waiting, start using it right away.
Privacy
All your data stays private and secure. It is available only to you in the Google Sheets document and not shared with anyone else.
Full Control
You have full control over your finances and can customize the template to suit your unique financial needs.
Access Anywhere
Your data is stored in Google Sheets, allowing you to access it from anywhere, anytime, and on any device from your Google account.
Start financial planning with a ready-to-use template
Save time and effort with a template that has been refined over years of use. This powerful tool is designed to help you manage your personal finances effectively and efficiently.
- 6 hrs to set up asset tracking
- + 3 hrs to set up debt tracking
- + 8 hrs to add cash flow
- + 7 hrs to add projections
- + 4 hrs to summarize everything
- + 10 hrs to make it visually appealing
- + 1 hr to connect to Google Finance
- + ∞ hours of overthinking...
- = 39+ hrs to create a financial planning spreadsheet on your own
Or
with lifetime access and free updates forever.
Set & Track your Goals
Define financial goals and monitor your progress to stay on track. Whether saving for a home, planning for retirement, or paying off debt, clear goals keep you motivated and focused.
Net Worth
Track your financial health by calculating the difference between your total assets and liabilities. A key indicator of progress toward your goals.
Liquid Money
Monitor your cash or cash-equivalent assets to ensure liquidity for emergencies or immediate needs.
Assets Value
Keep an updated record of the total value of your investments, properties, and other valuables.
Max Debt
Set a maximum debt limit to maintain financial stability and avoid over-borrowing.
Debt-to-Income Ratio
Calculate the percentage of income used for debt payments to ensure it stays within a healthy range.
Average Income
Understand your earning trends by calculating average income over a specific period.
Average Expenses
Track your spending habits by calculating average expenses over a specific period.
Average Savings
By calculating average savings over a specific period, you can monitor your progress toward your savings goals.
Track all your Assets
in one place
Do your financial planning 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 — stay informed and proactive. Regularly track your outstanding balances, interest rates, and payment schedules to understand how your debt is growing. Adjust your budget, spending habits, and repayment strategies as needed to keep your debt under control.
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 without creating additional debt to cover financial needs.
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.
Financial Planning Cash Flow
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 finances 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. By forecasting your income, expenses, and savings, you can strategically plan for major purchases or investments without jeopardizing your financial stability.
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.
Start with a Google Spreadsheet template for financial planning tracking
We used this financial planning template for several years before creating FinancialAha. This makes it an excellent choice for individuals looking for cost-effective, reliable, and adaptable tool to manage their financials.
- ✓ pay once, use forever
- ✓ make changes fast
- ✓ full control of your financial data
- ✓ proven reliability
- ✓ familiar interface, simple to learn
- ✓ works universally on any browser and device
- ✓ can handle large datasets
Get access to FinancialAha's Financial planning Template for only $14.99!
Frequently asked questions
about the Financial Planning Template
Can't find the answer you're looking for? Contact our team.
- Easy-to-use interface
- Customizable to suit your needs
- Secure and private
- Regular updates and improvements
- One-time payment for lifetime access
Is the FinancialAha Financial Planning free to use?
The FinancialAha Financial Planning is not free, but it is available for a one-time payment. This payment gives you lifetime access to the template and all future updates.
What do you mean by lifetime access?
Lifetime access means that you will have access to the FinancialAha Financial Planning for as long as you need it. You will not be required to pay any additional fees for continued access to the template or any future updates.
Do I need to sign up to use the FinancialAha Financial Planning?
No, you do not need to sign up to use the FinancialAha Financial Planning. Simply purchase the template and then copy it to your Google Sheets account to start using it.
What are the benefits of using the FinancialAha Financial Planning?
The FinancialAha Financial Planning offers a range of benefits, including:
Can I get future updates?
Yes, you will receive all future updates to the FinancialAha Financial Planning at no additional cost. This ensures that you always have access to the latest features and improvements.
Do you offer any discounts?
At this time, we do not offer any discounts on the FinancialAha Financial Planning. However, the template is available for a one-time payment of $10.99, which provides lifetime access and free updates.
Do you have any access to my financial data?
No, we do not have access to your financial data when you use the FinancialAha Financial Planning. The template is designed to be used in your own Google Sheets account, ensuring that your financial information remains private and secure.
Is this template financial advice?
Our templates are not financial advice. They are tools designed to help you manage your personal finances more effectively. If you need personalized financial advice, we recommend consulting with a financial advisor or accountant.
Can I make my own changes and customize the FinancialAha Financial Planning?
Yes, you can make your own changes and customize the FinancialAha Financial Planning to suit your needs. The template is designed to be flexible and adaptable, allowing you to add or remove sections, change formulas, and adjust formatting as needed.
Do you offer technical support?
FinancialAha Templates is a self-service product, and we do not offer technical support. However, if you encounter any issues or have any questions about the Financial Planning, please contact our team for assistance. Because everyone's financial situation is unique, we recommend that you consult with a financial advisor or accountant if you need personalized financial advice.