Finance Mastery Pack

8 finance templates for the price of 5: budget, subscriptions, debt payoff, savings, side income, investments and net worth.

About the Finance Mastery Pack

Eight personal-finance spreadsheets that work as one system. Plan each month with the Monthly Budget Planner, cut waste with the Subscription Tracker, clear balances faster with the Debt Payoff Calculator, fund goals with the Savings Goal Tracker, grow extra earnings with the Side Hustle Income Planner and the Passive Income Tracker, follow holdings in the Investment Tracker, and watch the total in the Net Worth Tracker. Every file is an editable Excel workbook with the formulas built in. Bought one by one these eight templates cost $15.92; the pack is $9.89, which is less than the price of five.

Features

Who it is for

What's included

Frequently asked questions

What format is the template in?

The template is delivered as a .xlsx (Excel) file. It works seamlessly in Microsoft Excel (2016 and later), Google Sheets, LibreOffice Calc, and Apple Numbers.

Can I customize this template?

Absolutely! Every cell, formula, color, and font is fully editable. You can add your company logo, change the color scheme to match your brand, and add or remove rows and columns as needed.

How do I receive my download?

After purchase, you'll receive an instant download link via email. You can also access your files anytime from your order confirmation page. No waiting — start using your template immediately.

Do I need Microsoft Excel to use this?

No. While the template is optimized for Microsoft Excel, it also works perfectly in Google Sheets (free), LibreOffice Calc (free), and Apple Numbers. Simply upload the file to your preferred spreadsheet app.

Can I get a refund?

Yes, within 30 days of purchase if the file is corrupted or will not open, does not match its description, or you bought it twice. Email support@instantsheettemplates.com with your order number. See the refund policy in our terms of service.

Can I use this template for multiple businesses?

Yes. You can use it for your own businesses and projects, personal or commercial. You may not resell, redistribute or share the template file itself with others.

8 templates for the price of 5 ($15.92 bought one by one):

Browse every bundles template and more in the template library.

Next, read Net Worth Tracker.