Planners & Trackers
Build your own budget planner, investment tracker and more online, then download your plan.
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Templates
Personal Budget Planner
Plan monthly income, expenses and savings online, then download it as Excel, CSV or PDF.
Open tool → FreeDebt Repayment Planner
List your debts and see when you are debt-free with the snowball or avalanche method.
Open tool → FreeSavings Goal Tracker
Set a savings target and track your progress toward reaching it.
Open tool → FreeInvestment Tracker
A quick snapshot of your holdings: value, gain or loss and how your portfolio is spread out.
Open tool → PremiumInvestment Tracker Pro
Log every buy, sell and dividend. See your true annual return, realized gains and exactly what to buy or sell to rebalance.
Open tool → FreeSmall Business Cash Flow Planner
See your business bank balance month by month for the next 12 months, and spot a cash shortfall before it happens.
Open tool → PremiumSmall Business Cash Flow Planner Pro
Plan 24 months with VAT, payment terms and recurring schedules. See your runway and every month below your cash buffer.
Open tool →