Ready-to-use spreadsheets and documents covering budgeting, cash flow, accounting, and financial planning — built by practitioners, not generic theory.
A ready-to-use personal budget template to track income, spending, and savings goals.
A household budget template built for multiple earners, shared expenses, and family goals.
A business budget template to plan revenue, costs, and cash flow with clarity.
A simple payroll template built for small teams, covering pay, deductions, and net totals.
A payroll template scaled for growing teams, with room for more staff and deduction types.
A payroll template built for larger organizations managing bigger, more complex payrolls.
A polished, editable invoice for billing clients clearly and keeping payment records organized.
A professional receipt template for confirming customer payments and maintaining clean records.
A clear quotation template for presenting prices, scope, and terms before work begins.
Track planned vs actual income and spending, month by month.
Project cash in and out to spot shortfalls before they happen.
Report actual cash movement across operating, investing, and financing activities.
A clear P&L format to track revenue, costs, and profit over a period.
A standard balance sheet format for assets, liabilities, and equity.
A live view of the core financial metrics that matter most.
Calculate and track key liquidity, profitability, and efficiency ratios.
Work out the sales volume needed to cover your costs.
Break down fixed and variable costs to understand what drives them.
A master record of every financial transaction, organized by account.
Check that total debits and credits match before closing the books.
A consistent format for recording manual accounting entries.
Match your books against your bank statement, line by line.
Track what customers owe you and follow up before it's overdue.
A master list of assets owned, their value, and their condition.
Track asset depreciation over time using your chosen method.
Log small day-to-day cash payments and keep petty cash accountable.
A simple form for staff to claim back business expenses.
Project revenue, costs, and profit three years ahead.
A full financial model for planning and pitching a new venture.
Estimate what a business is worth using standard valuation methods.
Work out prices that cover costs and hit your margin targets.
Project sales revenue for financial planning and budgeting.
Forecast revenue across products, services, or business units.
Plan and track spending on long-term assets and equipment.
Plan and track day-to-day running costs of the business.
Lay out how much funding is needed and what it will be used for.
A structured proposal format for pitching an investment opportunity.
Calculate overtime pay based on hours worked and rate rules.
Define pay bands and grades across roles in the organisation.
Budget total staffing costs, including salaries and benefits.
Track accrued leave and its financial liability to the business.
A standard form for employees to submit expense claims.
Calculate the financial value of inventory on hand.
Calculate COGS to understand true product profitability.
Track stock movements and their financial impact over time.
A structured checklist for routine internal financial audits.
Log audit findings and track them through to resolution.
Check that key financial controls are in place and working.
A step-by-step checklist for closing the books each month.
A step-by-step checklist for closing the books each year.
A board-ready format for presenting financial performance.
A regular management accounts pack for internal decision-making.
Compare actual performance against budget and flag variances.
Explain the drivers behind budget or forecast variances.
A concise, leadership-ready summary of financial performance.
Track holdings, performance, and allocation across investments.
Calculate ROI for a project, campaign, or investment.
Calculate the present value of future cash flows for a decision.
Calculate the IRR of an investment or project.
Set a target emergency fund and track contributions until you're fully covered.
A week-by-week savings tracker that builds a habit over a full year.
A short, focused savings sprint to build momentum fast.
Plan and track no-spend days or weeks to reset your spending habits.
Set aside money for planned future expenses across multiple sinking funds.
Track progress toward any savings goal, from small purchases to big milestones.
Plan and track savings toward a home deposit, with target date and progress.
Plan and track savings toward buying a car in cash or as a deposit.
Budget and save for an upcoming holiday or trip, one contribution at a time.
Spread the cost of Christmas across the year instead of one big December hit.
Plan and track savings set aside for a child's future needs.
Budget and track school fees across terms and children.
Plan and track long-term savings toward college or university costs.
A starting toolkit for combining finances as a newly married couple.
Track guest numbers and per-guest costs against your wedding budget.
Compare vendor quotes side by side to choose within budget.
Plan and track dowry or lobola contributions and payments.
Track wedding expenses and deposit or balance payments as they're made.
Track progress toward your total wedding savings goal.
Plan and manage a full wedding budget across every category.
Log daily spending to see exactly where your money goes.
Plan and track paying down multiple debts using a method that fits you.
Track recurring household bills, due dates, and payment status.
Manage shared income, expenses, and savings goals as a couple.
Track assets and liabilities over time to see your net worth grow.