Professional financial planning spreadsheets designed to help you take control of debt, budgeting, investing, wealth building and retirement.
Plan your money. Track your progress. Build your future.
Explore Financial PlannersProfessional Planning Systems
Get all 10 premium spreadsheet templates in one package — mortgage amortization, compound interest tracker, ROI analyser, debt payoff planner, savings goal planner, multi-currency budget tracker, 50/30/20 budget rule, debt free spreadsheet, net worth tracker, and retirement planning calculator.
Everything you need to take full control of your finances, in one professional toolkit. Compatible with Microsoft Excel and Google Sheets.
Discover the latest additions to the FinanceKit collection
A fully automated mortgage calculator with complete amortization schedule, monthly breakdown, and visual charts.
Track and project your investment growth with compound interest modelling, monthly contribution tracking, and interactive growth charts.
Track multiple investments, calculate total and annualized ROI, compare portfolio performance, and visualise returns over time.
A comprehensive debt elimination planner with both avalanche and snowball strategies, payoff timeline, and total interest saved.
Plan and track multiple savings goals simultaneously, with monthly contribution tracking, projected achievement dates, and progress charts.
Track income and expenses across multiple currencies with automatic conversion, monthly budget summaries, and spending category breakdowns.
Automatically split your income across needs, wants, and savings with colour-coded alerts and 12-month tracking.
Track your debt freedom journey with monthly payment logs, milestone celebrations, visual progress charts, and a debt-free date countdown.
Track all your assets and liabilities, calculate your net worth, and watch it grow month by month with visual growth charts.
Project your retirement nest egg, calculate your retirement number, model different retirement ages, and ensure your savings will last.
A fully automated mortgage calculator with complete amortization schedule, monthly breakdown, and visual charts.
Track and project your investment growth with compound interest modelling, monthly contribution tracking, and interactive growth charts.
Track multiple investments, calculate total and annualized ROI, compare portfolio performance, and visualise returns over time.
A comprehensive debt elimination planner with both avalanche and snowball strategies, payoff timeline, and total interest saved.
Plan and track multiple savings goals simultaneously, with monthly contribution tracking, projected achievement dates, and progress charts.
Track income and expenses across multiple currencies with automatic conversion, monthly budget summaries, and spending category breakdowns.
Automatically split your income across needs, wants, and savings with colour-coded alerts and 12-month tracking.
Track your debt freedom journey with monthly payment logs, milestone celebrations, visual progress charts, and a debt-free date countdown.
Track all your assets and liabilities, calculate your net worth, and watch it grow month by month with visual growth charts.
Project your retirement nest egg, calculate your retirement number, model different retirement ages, and ensure your savings will last.
Our top picks to start with
These aren't just discounts — they're complete solutions, each built around a real financial outcome.
Real feedback from people using our spreadsheets every day
The amortization schedule made it so easy to see how extra payments would actually shorten my loan. Worth every cent.
Clean, no-frills spreadsheets that just work. I compared three retirement scenarios in an afternoon and finally feel in control.
I run a small property side business and these spreadsheets keep every mortgage and budget I track perfectly organized.
Switched from a clunky bank calculator to the bundle and immediately understood where every dollar of my budget was going.
The retirement planner's extra contribution modeller convinced us to bump up our monthly savings. Small change, big long-term difference.
Opened every template fine in Google Sheets exactly as described, no formula errors. Glad I didn't need to buy Excel for this.
Bought the complete bundle and now my whole financial picture — mortgage, net worth, retirement — lives in one organized place.
Used the Debt Freedom & Payoff Planner to compare snowball vs avalanche. The interest saved was eye-opening and easy to show my spouse.
Simple, well laid out, no bloated features I'll never touch. Exactly the toolkit I needed for my first house purchase.
Everything recalculates instantly whenever I tweak a number, which made it so much easier to plan around different scenarios.
The amortization schedule made it so easy to see how extra payments would actually shorten my loan. Worth every cent.
Clean, no-frills spreadsheets that just work. I compared three retirement scenarios in an afternoon and finally feel in control.
I run a small property side business and these spreadsheets keep every mortgage and budget I track perfectly organized.
Switched from a clunky bank calculator to the bundle and immediately understood where every dollar of my budget was going.
The retirement planner's extra contribution modeller convinced us to bump up our monthly savings. Small change, big long-term difference.
Opened every template fine in Google Sheets exactly as described, no formula errors. Glad I didn't need to buy Excel for this.
Bought the complete bundle and now my whole financial picture — mortgage, net worth, retirement — lives in one organized place.
Used the Debt Freedom & Payoff Planner to compare snowball vs avalanche. The interest saved was eye-opening and easy to show my spouse.
Simple, well laid out, no bloated features I'll never touch. Exactly the toolkit I needed for my first house purchase.
Everything recalculates instantly whenever I tweak a number, which made it so much easier to plan around different scenarios.
Get your spreadsheet immediately after purchase. No waiting — download and start using in minutes.
All payments processed securely through Payhip. We never store your payment details.
All spreadsheets work with Microsoft Excel (2016+) and Google Sheets. No special software required.
Buy once, use forever. All future updates are included at no extra cost.
All spreadsheets are provided in .xlsx format (Microsoft Excel) and are fully compatible with Google Sheets. Simply upload to Google Drive to use online for free.
Due to the digital nature of the products, all sales are final. If you experience any technical issues, contact hello@financekit.online and we'll resolve it promptly.
After payment, Payhip sends an instant download link to your email. You can also access your purchases anytime from your Payhip account.
The Complete Financial Planning Bundle includes all 10 spreadsheets for $29.99 — saving you $19.91 compared to buying individually. Best value option.
No. All spreadsheets work with Microsoft Excel 2016 or later, or Google Sheets (free). No plugins, macros, or subscriptions required.
The personal licence covers use for yourself only. For client or commercial use, please contact hello@financekit.online for a commercial licence.
Last updated: 1 January 2026
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Last updated: 1 January 2026
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Last updated: 1 January 2026
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