Excel Finance Pack — 3-in-1
About
The Finance Pack — Volume 03 · 2026
Three Excel templates for the three money problems every solopreneur faces. Built editorial-grade, not utilitarian. Editable everything. No protected sheets, no locked formulas, no hidden cells.
WHAT'S INCLUDED
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Personal Budget Planner (10 sheets)
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Dashboard with KPI tiles + charts · Annual overview · Monthly budget (plan vs actual) · Income tracker · Expense tracker · Savings goals with progress bars · Debt payoff calculator · Net worth tracker · Categories.
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Freelancer Cash Flow Tracker (8 sheets)
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Dashboard · Income log · Expense log (deductible flag) · Invoices (paid/sent/overdue status) · Clients (LTV, payment terms) · Quarterly tax set-aside · Settings (hourly + day rate).
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Startup Financial Model (9 sheets)
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Investor-ready 3-statement model · 36-month projections · Assumptions sheet (edit one place, everything updates) · Revenue model (MRR, ARR, churn) · Unit economics (CAC, LTV, payback) · P&L · Cash flow · Hiring plan with timeline · Bear/Base/Bull scenarios.
BY THE NUMBERS
→ 3 Excel files (.xlsx)
→ 27 sheets across the pack
→ 770+ pre-built formulas, wired up and ready
→ 8 dashboards with charts, KPI tiles, donuts
→ 36 months of projections in the Startup model
→ 100% editable — no protected sheets, no locked formulas
WHY THIS PACK SELLS
→ Three use-cases, one purchase. Most Excel templates lock you to one workflow. This pack covers the personal, the professional, and the venture-backed.
→ Editable from the cell up. Open it, find your numbers, replace them. No hidden tabs.
→ Charts and dashboards already built. KPI tiles, donut breakdowns, monthly bars.
→ Sample data included. Realistic rows pre-loaded so the formulas work the moment you open the file.
→ Built on Excel, opens in Google Sheets + Numbers too.
PERFECT FOR
• Anyone replacing an old budget spreadsheet
• Freelancers and consultants doing their own books
• Founders preparing investor materials
• Course creators teaching personal finance or startup math
• Coaches handing a client a real workbook
SOFTWARE
• Microsoft Excel 2016+ (Mac / Windows / 365)
• Google Sheets (re-uploaded as .xlsx)
• Apple Numbers (most formulas work)
• LibreOffice Calc
LICENSE
Standard Commercial License included. Use across unlimited personal and client projects, in paid courses and digital products. Resale or redistribution of the source template files is not permitted.
SUPPORT
Send a message via the shop — we reply within 24 hours.
— THE BLUEPRINT Studio · Volume 03 · Edition 2026
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