Inventory managers, budget planners and finance workbooks for small businesses and professionals. Every formula, pivot, chart and conditional rule is built with native Excel features — no add-ins and no macro prompts — so the file opens and runs in Excel for desktop, Mac, and the web.
Open, replace the data, done

Plan your month, record what you actually spend, and see the difference automatically. Bills with due dates, savings and cash flow in one editable Excel dashboard.

Track income, expenses, bills, savings and cash flow on one sheet. The beginner-friendly starting point, with the dashboard already built. Instant download.

Plan income, expenses, bills, savings and cash flow across the full year in one editable Excel workbook with monthly budgets and an annual dashboard.
Track sales, profit and orders by region, seller and month in one Excel dashboard. Interactive filters and charts. Instant download, one-time payment.

Track stock levels, low-stock alerts, sales, purchases, suppliers and profit per product in one Excel workbook. Instant download, one-time payment.
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