Insights and Updates
Learn more about FinancialAha, financial tracking, planning, concepts, implementation, usage, the vision behind FinancialAha, and more.
Thirty business spreadsheet templates plus persona-themed bundles covering cash flow, bookkeeping, KPI dashboards, industry models, freelancer and agency workbooks, real estate analysis. Built out across the past few months. Almost all work in Excel and Google Sheets.
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A dedicated subscription tracker spreadsheet logs every recurring charge, annualizes the cost, and records renewal dates. Compare the free, $19 Essentials, and $29 Ultimate tiers, then run a 10-minute audit.
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A retirement withdrawal calculator spreadsheet uses the 4 percent rule with configurable rates. Includes safe withdrawal rate research, dynamic spending models, and how our Google Sheets retirement template runs the drawdown.
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A freelancer cash flow spreadsheet tracks invoiced revenue, collections timing, and operating expenses. 15-minute monthly reconciliation routine and Google Sheets template.
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A rental property cash flow spreadsheet tracks income, expenses, and net per unit. Includes Excel template, worked example for a 4-unit portfolio, and Schedule E categories.
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YNAB costs $109/year. A Google Sheets budget you buy once costs $29. Here's how each YNAB rule maps to a spreadsheet cell, with worked examples.
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A year-end budget review template that walks through the 12 months you just lived. Variance per category, savings rate trend, and a checklist for next year's plan.
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An investment portfolio tracker spreadsheet logs holdings, dividends, and returns across accounts. Includes Excel template, ROI formula, and broker CSV import workflow.
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Five financial independence spreadsheets compared in 2026: Mad Fientist's, the Bogleheads/Reddit workbook, ProjectionLab, Aspire, and the FinancialAha Financial Planning Spreadsheet.
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Free expense tracker templates for Google Sheets in 2026: Google's built-in version, a free starter, community options, a five-minute setup, and when the paid $19 version is worth it.
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A wedding budget spreadsheet with 80-plus vendor and item rows tracking budget, deposit, balance, and final cost. Free walkthrough plus the Essentials Excel template at $19.
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A one-page financial plan template covers 7 sections: goals, net worth, cash flow, savings, debt, insurance, and a single this-quarter focus. Free walkthrough.
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Lean FIRE, Fat FIRE, Coast FIRE, Barista FIRE explained with named dollar thresholds. Includes side-by-side numbers and a free FIRE calculator that runs your own scenario.
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The best free net worth tracker spreadsheets for Google Sheets in 2026, with a walkthrough of each, what's missing, and when paying $29 once is worth it.
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How to plan a yearly budget in Google Sheets, step by step. Covers seasonal expenses, irregular income, the 12-month grid layout, and a worked example for a family.
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