Essentials 电子表格模板
高级 Excel 和 Google Sheets 模板，具备更大容量、更深入分析和专业级功能。一次性购买，无需订阅。
按类别浏览
12 个类别中共 122 个模板
Personal Budgeting
21Monthly, weekly, and annual budget templates for individuals and households.
Business Finance
21Financial statements, bookkeeping, expense tracking, and business planning tools.
Savings & Retirement
12Calculators and trackers for savings goals, retirement planning, and compound growth.
Invoicing & Billing
12Invoice templates, billing statements, and document templates for businesses.
Mortgage & Home
9Mortgage calculators, amortization schedules, and home-related financial tools.
Debt Management
8Tools for tracking and planning debt payoff using various strategies.
Payroll & HR
8Payroll calculators, timesheets, leave trackers, and employee management tools.
Investing & Trading
8Portfolio trackers, trading journals, and investment analysis tools.
Special Purpose
8Event budgets, seasonal planners, and specialty financial templates.
Net Worth & Financial Planning
5Templates for tracking net worth, setting financial goals, and long-term planning.
Auto & Loans
5Auto loan calculators and general loan payment tools.
Tax Planning
5Deduction trackers, tax calculators, and quarterly payment planners.
热门 Essentials 模板
一些较受欢迎的高级模板
Monthly Budget
Track monthly income and expenses across categories. A straightforward starting point for anyone looking to get a clear picture of where money goes each month.
Debt Payoff Calculator
Compare snowball and avalanche payoff strategies side by side. Enter multiple debts and see projected payoff timelines and total interest for each method.
Retirement Calculator
Project retirement savings growth based on current age, savings rate, and expected returns. See whether current contributions align with retirement timeline goals.
Invoice Tracker
Track all outstanding and paid invoices in one place. Monitor payment status, aging, and total receivables across clients.
Investment Portfolio Tracker
Track investment holdings across stocks, bonds, and funds. Monitor portfolio value, allocation, and performance in one dashboard.
Home Mortgage Calculator
Calculate monthly mortgage payments and view a full amortization schedule. Enter loan amount, rate, and term to see payment breakdowns over the life of the loan.
FIRE Calculator
Calculate financial independence targets based on annual expenses and savings rate. Project when investment income could cover living costs.
Net Worth Tracker
List assets and liabilities to calculate total net worth. Track changes over time to see overall financial progress.
Essentials 版本有何不同
更大容量
追踪 50 多个持仓、200 多笔交易、15 项债务、10 个储蓄目标 - 而免费模板的限制较小。
多工作表仪表盘
每个模板包含 6-7 个相互关联的工作表。KPI 仪表盘、数据录入、分析和对比 - 全部通过公式链接。
即时下载
一次性付款，无需订阅。购买后立即下载 .xlsx 文件。适用于 Microsoft Excel、Google Sheets 和 LibreOffice。
无需宏
100% 公式驱动。所有计算均使用标准 Excel 公式 - 无 VBA、无脚本、无兼容性问题。