Templates
Spreadsheets and documents that save you money
Every template designed to be filled in and used immediately. Updated annually for current tax law.
Free Templates
Start saving money now — zero investment.
Annual Budget Spreadsheet
Google Sheets budget with auto-categorization. Income tracker, fixed/variable expenses, savings goals, year-over-year views.
- Income tracker (salary + side + passive)
- Expense categorization
- Savings goals tracker
- 50/30/20 auto-calculator
- Year-over-year comparison
Tax Deduction Checklist
40+ deductions in a printable checklist. W-2 employee, self-employed, investor, and homeowner sections with IRS references.
- 40+ deductions organized by category
- W-2 employee deductions
- Self-employment deductions
- Investment & rental property
- IRS code references
Pro Templates
PROAdvanced templates for serious financial planning.
Quarterly Tax Payment Tracker
Track estimated payments, deadlines, and underpayment penalties. Prevents the April surprise.
- 4 quarterly tracking sheets
- Safe harbor calculations
- Penalty estimation
- Payment history log
- IRS Form 1040-ES integration
Self-Employment Expense Log
IRS-ready expense tracker with Schedule C categories. Mileage log, home office calc, Section 179 decisions.
- Schedule C categories pre-loaded
- Mileage log (business vs personal)
- Home office deduction calculator
- Section 179 decision tree
- Quarterly profit tracking
Roth IRA Conversion Planner
Year-by-year conversion strategy spreadsheet. Tax impact, IRMAA thresholds, and 5-year rule tracker.
- 5-year conversion plan
- Tax bracket impact calculator
- IRMAA surcharge tracking
- RMD offset analysis
- Spousal strategy worksheet
Tax-Loss Harvesting Workbook
Track lots, gains, losses, and carryforwards. Wash-sale rule checker and rebalance planner.
- Lot tracking with cost basis
- Wash-sale rule checker
- Carryforward tracker
- Rebalance integration
- Year-end tax report
Retirement Planning Toolkit
Projection models, withdrawal strategies, Roth vs Traditional comparison, and Social Security timing.
- Monte Carlo retirement projection
- Withdrawal strategy comparison
- Roth vs Traditional calculator
- Social Security timing optimizer
- Required minimum distribution planner
Real Estate Investor Tax Toolkit
Depreciation schedules, cost segregation estimation, 1031 exchange tracking, and REPS qualification worksheet.
- Depreciation schedule generator
- Cost segregation estimation
- 1031 exchange timeline tracker
- Passive loss tracking
- Capital gains projection
Estate Planning Document Pack
Will template, trust templates, power of attorney, healthcare directive, and beneficiary worksheet.
- Will template with guardian provisions
- Revocable living trust template
- Financial power of attorney
- Healthcare directive
- Beneficiary designation worksheet
Side Hustle Business Plan
Structure your side gig as a real business for tax purposes. Entity decision tree, break-even analysis, quarterly roadmap.
- Entity decision tree (sole prop / LLC / S-Corp)
- Break-even analysis template
- Quarterly financial roadmap
- Deduction opportunity finder
- Profitability tracker
Freelancer or small business owner? Pair these templates with FreelancePro for contracts and pricing, and AI for SMB for automated bookkeeping.