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Invoicing

Create, send, and manage professional invoices with practical templates and client tools.

€
INV-2026-9414,820.00 EUR
Paid

Financial Templates

Ready-to-use budgeting, expense, planning, and business finance templates for everyday work.

Minimal Pro Template
Applied

Bank Statement Converter

Upload PDF bank statements. Our parser extracts and converts transaction logs to CSV instantly.

chase_may.pdfCSV Ready

Expense Tracker

Keep track of team expenses, subscriptions, and overheads with real-time categorisation.

Monthly Expenses
$4,250.00
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Community Marketplace

Professional templates for global finance

Spreadsheets, documents, contracts, and calculators built by operators who use them in the real world. Clone any template to your workspace instantly.

All Templates

Showing 1–12 of 55 templates

Page 1 of 5
Featured
$39.00
Accounting

Cash Flow Forecast

Forecast incoming and outgoing cash by week.

Weekly forecastOpening cash assumptions+2
Intermediate 14mView Details
Featured
Free
Productivity

Financial Operating System

Notion-style native workspace for weekly money reviews.

Rich text structureReview checklist+2
Beginner 5mView Details
Featured
Free
Expense Tracking

Expense Tracker

Audit-ready daily spending tracker with categories and variance formulas.

Daily expense logCategory list+2
Beginner 6mView Details
Monthly Budget Planner
Featured
$19.00
Budgeting

Monthly Budget Planner

Track income, expenses, and savings goals

Automated calculationsIncome & Expense tracking+2
Beginner 5mView Details
Featured
$14.00
Forecast & Quota

Sales Forecast

Comprehensive Sales Forecast template

Customizable columnsAutomated formulas+3
Intermediate 20mView Details
Featured
Free
Budgeting

Monthly Budget

Plan income, expenses, savings, and variance for a complete month.

Income and spending planFormula-driven totals+2
Beginner 8mView Details
Net Worth Calculator
Featured
$19.00
Personal Finance

Net Worth Calculator

Calculate and track your total net worth over time

Assets and liabilities trackingHistorical trend charts+2
Beginner 5mView Details
Featured
$49.00
Startup

Startup Runway

Cash, burn, revenue, and months of runway in one workbook.

Burn trackingCash assumptions+2
Advanced 18mView Details
Featured
$9.00
Investments

Investment Portfolio

Track holdings, allocation, contributions, and performance review notes.

Holdings tableAllocation review+2
Advanced 16mView Details
Featured
$19.00
Marketing Analytics & Dashboards

Marketing Dashboard

Comprehensive Marketing Dashboard marketing template

Pre-populated realistic marketing and campaign recordsAutomated dynamic calculations and formula totals+3
Advanced 30mView Details
Featured
$14.00
Marketing Campaigns & Launches

Marketing Campaign Planner

Comprehensive Marketing Campaign Planner marketing template

Pre-populated realistic marketing and campaign recordsAutomated dynamic calculations and formula totals+3
Intermediate 20mView Details
Featured
$9.00
SEO & Organic Search

SEO Tracker

Comprehensive SEO Tracker marketing template

Pre-populated realistic marketing and campaign recordsAutomated dynamic calculations and formula totals+3
Beginner 10mView Details

Showing 1 to 12 of 55 templates