Beautiful, auto-calculating spreadsheets with a smart assistant built right in. Make a copy and start in seconds — no setup, no formulas to write.
Each template is a finished workspace — totals, charts and insights update themselves the moment you type.
A finance coach lives in the sheet. Ask in plain language, fill rows, fix formulas, read receipts — free tokens to start, then a subscription.
Type your numbers once — KPIs, totals and insights update themselves. Nothing to set up.
Real Google Sheets charts (income, spending, running balance) built right in — not screenshots.
Track by month, week, biweekly, paycheck or any custom period from one selector.
50/30/20 check, budget-health grade, net-worth snapshot and over-budget alerts, automatically.
Runs in Google Sheets in your own account. Make a copy and it's yours forever — instant download.
No installs, no formulas to learn.
Buy on Etsy and open the template link.
One click adds your own editable copy to Google Sheets — the AI assistant comes with it.
Enter your numbers; the dashboard, charts and insights fill themselves. Ask the assistant anything.
Live templates from our Etsy shop — more land here as they go on sale.
Plan and track every marketing post across your property portfolio. Engagement, cost-per-action and channel ROI calculate live — stale listings and coverage gap
Turn every blog, video, and email into a scored P&L line item. Weighted rankings surface top earners, flag money-losers, and guide every budget dollar where it
Auto-score posts across 7 platforms with engagement ranking, hashtag ROI, and weekly reach forecasts. Find your best days, winning formats, and top-performing t
Log every fleet expense and instantly see cost-per-mile, efficiency rankings, and annual projections. Compare vehicles side by side, catch budget overruns early
Rank rental comps by relevance score, flag under-rented units by urgency tier, and model a 3-year rent-up plan with NPV. For landlords and asset managers who ne
Find under-rented units, quantify the revenue you're leaving on the table, and track every rent increase from proposal to signed lease — property by property.
Per-property P&L that auto-calculates NOI, cap rate, DSCR and cash-on-cash return. Spots vacancy risk, projects 5-year equity growth, and keeps every lease rene
One entry does it all — dashboards, 50/30/20 budgets, savings goals, and recurring bills update instantly. No formulas to edit, nothing to maintain. Cash-flow c
Start free — then a simple subscription. The template is yours forever.
Everything you need to know before you start.
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