Our Templates
Every template. One standard.
Production-grade. Defensively engineered. Built in Excel 365 with VBA, then ported to Google Sheets. Each template solves a specific, persistent problem for freelancers and self-employed professionals.
Our Templates
Production-grade. Defensively engineered. Built in Excel 365 with VBA, then ported to Google Sheets. Each template solves a specific, persistent problem for freelancers and self-employed professionals.
All-in-one Excel command centre: client CRM, project planner, task tracker, finance dashboard, and productivity monitor. Automated dashboards, cashflow charts, and invoice log with payment status — all in one workbook.
27-section Notion workspace covering strategy, operations, fundraising, marketing, and finance. Automated databases, linked OKR tracking, and a master dashboard with auto-populated priorities — built for founders who move fast.
Precision food cost analysis for restaurants, caterers, and food businesses. Calculate recipe costs, set menu pricing, and track profit margins per dish. Ingredient-level cost breakdown with automatic price updates.
6-sheet Google Sheets relocation kit: pre-move planning checklist with 47 tasks, visa & pet prep, household inventory, moving budget with estimated vs actual costs, customisable timeline, and contacts directory.
Structured event budgeting with category-level expense tracking, vendor payment schedules, and real-time budget-vs-actual reporting. Works for conferences, weddings, and corporate events alike.
Complete homeschool management system: curriculum planner across 6+ subjects, daily lesson plans, attendance tracker with visual reports, student progress reports, field trip log, and expense tracker — all devices compatible.
Budget dashboard aligned to your pay cycle. Tracks income, expenses, savings goals, and debt across every pay period. Includes a bill calendar, debt tracker, and auto-calculated progress charts.
Google Sheets budget tracker with income categorisation, expenditure management, monthly summary dashboard, calendar view, purchases log, and to-do list. Pre-set formulas — no setup required. Access from any device.
Expense deduction optimizer with IRS mileage log and self-employed bookkeeping. Tracks every Schedule C deduction, auto-calculates mileage at IRS rate, and generates a tax-ready year-end summary.
Calculates federal, SE (15.3%), and state tax reserves from your income log. Tracks quarterly IRS estimated payments, applies safe harbor rules automatically, and exports a PDF summary of your reserve position.
Google Sheets version with income log (Source, Date, Amount, Type), quarterly payment tracker with IRS due dates, safe harbor calculation, and one-click PDF export to Google Drive. No software required.
Builds your hourly rate from income target, overhead, SE tax, and profit margin — with benchmark comparison against discipline-specific market rates (floor/mid/ceiling). 3-scenario builder and printable client rate PDF.
Google Sheets rate builder with pre-loaded discipline benchmarks (Web Dev, Design, Writing, Marketing, Consulting) at junior/mid/senior tiers. 3-scenario comparison, client rate PDF export, and browser-based Apps Script automation.
Models your business cash flow with 3-scenario analysis (base, optimistic, conservative) and flat tax projection. Pinpoints your break-even month and shows runway at a glance.
Full bookkeeping system for small businesses. Auto-categorises transactions, produces a P&L, Balance Sheet, and Tax Summary — no accounting background needed.
Full product costing engine covering materials, labor, and packaging COGS per SKU. Includes a live fee analysis engine (transaction, processing, offsite ads), pricing intelligence, and competitor price tracking.
Full P&L with deduction tracker, audit log, and Schedule C–ready tax export. Includes a 12-month revenue vs expense dashboard, pricing intelligence engine, and order-level profit analysis.
Complete bookkeeping for handmade Etsy sellers. Tracks revenue by product (mugs, totes, soaps, cards), logs expenses by category, includes a pricing calculator with raw materials, labor, and overhead, plus a tax deductions tracker.
CSV-import bookkeeping for Etsy sellers. Tracks total sales YTD, net profit, and monthly trends. Includes a Sales by State sheet for US tax compliance, expense log by category, and a payment method breakdown dashboard.
Full menu engineering system classifying dishes as Stars, Plowhorses, Puzzles, or Dogs. Calculates food cost per dish and overall menu profitability with automatic margin tracking.
Track revenue and food cost by menu section, rank every dish by contribution margin, and identify your most profitable items — all in Google Sheets with no Excel required.
Complete kitchen inventory management with food waste tracking, par level alerts, and supplier cost analysis. Identifies your highest-cost waste categories and flags stock running low.
Kitchen manager tool covering purchase orders, stock control, and waste logging. Tracks supplier prices, generates reorder alerts, and measures waste value by category each week.
Restaurant staff scheduling with food costing and employee payroll management. Tracks hours, calculates labor cost as a percentage of revenue, and flags overtime before it blows your budget.
12-month cash flow model with break-even analysis and scenario planning for food businesses. Covers revenue, fixed and variable costs, and shows your profit position under three conditions.
Enterprise-grade PM system: dual portfolio & project dashboards, automated Gantt with critical path, resource manager, risk matrix, stakeholder hub, and Agile board — all in 15+ interconnected Excel sheets.
Manage up to 6 simultaneous projects from one master dashboard. Each project has its own Gantt chart tab with cross-project status, resource allocation, live expense tracking, and stakeholder register.
Combines an auto-generated Gantt timeline with a full budget dashboard. VBA-powered UserForms, traffic light health indicators, risk/issue tracking, and dependency mapping — ideal for client-facing project delivery.
Full event management suite: automated seating charts, vendor quote comparison, inventory hub, financial tracker, and post-event analysis — with VBA-powered guided forms throughout.
Category-by-category budget tracker covering 10 expense types, vendor payment schedules, income vs expense log, timeline integration, break-even analysis, and visual dashboard charts.
12-sheet workbook: budget tracker with estimated vs actual vs paid columns, RSVP guest list with meal choices, vendor comparison table (avg $2,021), 10-table seating plan, checklist with countdown, and executive dashboard.
Streamlined 12-sheet wedding planner with countdown dashboard, budget allocation by category %, guest list with RSVP and meal choices, seating plan, vendor info, checklist, and upcoming tasks — compatible across all devices.
All-in-one personal finance planner: fixed & variable expense tracking, savings goals with progress bars, debt tracker, subscription manager, investment overview, and monthly + year-end summary reports. No macros required.
Built for weekly earners: smart bill calendar assigns each bill to the correct pay period, 4-week cash flow view, income tracker with overtime/tips support, savings goals, and debt payoff tracker with interest calculations.
Notion template combining a dynamic to-do list with a habit tracker. Tracks daily tasks, monitors habit streaks, and gives you a weekly productivity overview — all in one clean Notion workspace.
from $22 on Etsy
Notion planner covering semester schedule, assignment tracker, exam countdown, and study session logging. Designed for university students who want everything in one organised digital workspace.
from $22 on Etsy
Notion daily planner with time-blocked schedule, task list, and habit tracker built in. A single page to plan your day, track your progress, and build consistent routines.
from $8 on Etsy
Plan, draft, and schedule content across all platforms from one Notion workspace. Tracks post status, platform, content type, and publishing date — perfect for creators and small business owners.
from $21 on Etsy
Notion workspace for freelancers covering client management, project tracking, invoice log, and weekly planning. Everything a solo operator needs to stay organised and on top of their pipeline.
from $28 on Etsy
Comprehensive Notion planner built for medical and health sciences students. Covers rotation schedules, subject study logs, exam revision trackers, and clinical case notes — all in one workspace.
from $18 on Etsy
Excel financial dashboard for clinics and private practices. Tracks consultation and procedure revenue, staff costs, and overheads with automated monthly summaries and 6-month trend reporting.
Automated bookkeeping for Airbnb hosts: nightly revenue, platform fees, cleaning costs, maintenance log, monthly occupancy rate, and tax-ready profit reports — all in one Excel workbook.
Budget and P&L planner for retail businesses. Tracks product sales, COGS, overheads, and profit margins with a 6-month trend dashboard. Built for shop owners and product sellers — no macros required.
94-task international relocation planner with phase-by-phase progress tracking, visa and document checklist, moving budget ($6,400), shipping log, inventory sheet, and customisable timeline for any destination.
House move planner with $3,200 budget tracker, 42-box inventory log, room-by-room packing checklist across 6 rooms, removal company quotes, and a cost comparison for storage options.
72-item camping checklist across 7 categories (shelter, food, navigation, first aid), plus a trip budget tracker, meal planner, and safety list. Customisable for any outdoor adventure.
Annual planner with 12 goal slots across 4 quarters, 8 habit trackers, monthly budgeting, and a weekly review system. Break yearly ambitions into actionable milestones and track progress month by month.
All-in-one daily planner: 9 habit trackers, mood journal with weekly trend chart, daily meal log, and evening wind-down routine. Built for a holistic view of wellbeing and daily routines in one place.
Fun picnic planning template for 22+ guests: RSVP tracker, food & drink checklist, equipment log, activities planner, and a $180 budget summary. Perfect for family gatherings, birthday picnics, and outdoor events.
How It Works
Every template is delivered as an instant digital download through Etsy. You get both the Excel (.xlsm) file and a Google Sheets version.
Excel versions are optimised for Excel 365 on Windows and Mac. VBA macros are included where needed for automation — no add-ins, no Power Pivot, no external dependencies.
Google Sheets versions are fully ported with Apps Script where the Excel version uses VBA. Same functionality, native platform experience.
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