Finance Templates
Spreadsheets and invoice wording you can use this week. Download instantly — no checkout, no email wall.
Templates are free. Ads on this site help keep them that way. ToolHub Pro is optional and only unlocks extras on the calculators (like invoice PDF export).
Monthly Budget Tracker
Google Sheets + Excel
Track income, expenses, and savings with automatic totals and category breakdowns.
- ✓ 12-month rolling dashboard
- ✓ Auto-calculating category totals
- ✓ Works in Google Sheets & Excel
Pairs with our free profit margin calculator
Invoice Template Pack
PDF + Google Docs
Five professional invoice designs ready to customize with your brand.
- ✓ 5 polished invoice layouts
- ✓ Editable fields for any business
- ✓ Instant download — no signup
Pairs with our free invoice generator
Cash Flow Forecast
Google Sheets
12-month cash flow projection with inflow/outflow tracking and runway alerts.
- ✓ Monthly inflow & outflow columns
- ✓ Running balance auto-calculated
- ✓ Low-cash warning highlights
Profit Margin Calculator Sheet
Google Sheets + Excel
Calculate margins for multiple products with target pricing recommendations.
- ✓ Multi-product margin comparison
- ✓ Target price reverse calculator
- ✓ Visual margin health indicators
Pairs with our free profit margin calculator
Small Business Finance Starter Bundle
All 4 templates
Budget, invoices, cash flow, and margins in one zip. Free download.
- ✓ All 4 finance templates included
- ✓ Quick-start guide included
- ✓ No checkout or email wall