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What\u2019s more, some templates not only offer the ability to customize the template to your needs, but they can also provide functionalities to create a report based on the data. This gives you better visualization of your overall financial information.<\/p>\n
Let\u2019s take a look at the benefits of using a template in your spreadsheets to keep track of your finances.<\/p>\n
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Why use a template to monitor finances?<\/h2>\n
Finance templates have multiple benefits for users, especially if you\u2019re not an advanced user of Google Sheets:<\/p>\n
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- \n
- Save time and reduce manual effort:<\/b> No need to create a template from scratch; simply download the template and easily plug in your personal data.<\/li>\n
- Affordable alternative to software:<\/b> Avoid spending money on complex software that calculates your finances – harness the power of spreadsheets to do the same job.<\/li>\n
- Pre-made calculations for useful analytics:<\/b> These templates already provide you with pre-made calculations to find useful insights such as percentage changes, net income and more.<\/li>\n
- Easy visualization for reporting:<\/b> Optimize your data in a more visual format with the use of Google Sheets\u2019 own functionalities including charts and graphs.<\/li>\n
- Customize to suit your needs:<\/b> Google Sheets templates are easy to adapt to your needs, simply add or delete certain rows or columns or rename cells.<\/li>\n<\/ul>\n
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There are so many finance templates on the market; it can be difficult to find the best one for you. That\u2019s why we have narrowed it down to our top 5 finance templates on the market, each providing a unique solution depending on your finance needs.<\/p>\n
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Best finance templates for Google Sheets<\/h2>\n
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1. Income Statement Workflow Template from Sheetgo<\/h3>\n
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If you\u2019re looking for a finance template that can do everything for you, look no further than a Sheetgo template. Sheetgo provides fully-automated solutions based on connected spreadsheets that automatically transfer, manage and analyze your data for you.<\/p>\n
The Income statement template by Sheetgo<\/a> is a ready-to-use, spreadsheet-based template in Google Sheets. This template is made up of 3 spreadsheets; Income Inputs, Expenditure Inputs, and the Automated Income Statement master sheet.<\/p>\n
Simply add your income data to the Income Inputs sheet and your outgoings into the Expenditure Input sheet. You can share these individual templates with the team members responsible. From there, Sheetgo will automatically transfer the data from both spreadsheets into the master sheet. Your raw data will be turned into useful insights, including your total income and expenses, earnings before taxes and income after tax.<\/p>\n
What\u2019s more, the master sheet is designed as a comprehensive income statement which is ready to download and share. Once everything is complete, you can schedule automatic updates for your template. Whenever new data is added to the Income or Expenditure sheets, the master sheet is automatically updated with the latest insights.<\/p>\n
Sign up to Sheetgo for free<\/a> to get access to the template. If you need further instructions on how to use a spreadsheet-based workflow, check out this post on how it works<\/a>.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Finance-templates-GS-1.png” alt=”Finance templates 1 Sheetgo” title_text=”Finance templates GS 1″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.24.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Get the template here: Income statement workflow template<\/a>.<\/p>\n
For more finance-based templates by Sheetgo, including cash flow, budget vs. actual and expense tracker, browse through the Sheetgo template gallery<\/a>.<\/p>\n
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2. Stock Portfolio Tracking Template by OldSchoolValue<\/h3>\n
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If you need a stock portfolio tracking solution, OldSchoolValue is a good option. This multi-page template helps you monitor transactions like purchases, sales, dividends, and stock splits. What\u2019s more, you can monitor your stocks in a portfolio, and then manage and consolidate data. This template also makes use of the Google Sheets analytical capabilities. With this, you can visualize important data through the form of pie charts, bar charts and more.<\/p>\n
This template opens up directly within your Google Sheets as a view-only file. Click File > Make a copy<\/b> to make your own copy and get started.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Finance-templates-GS-2.png” alt=”Finance templates 2 OldSchoolValue” title_text=”Finance templates GS 2″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.24.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Get the template here: OldSchoolValue stock template<\/a>.[\/et_pb_text][et_pb_text _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
3. Department Budget Template by Smartsheet<\/h3>\n
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Looking for a way to manage budgeting of different departments in one place? Smartsheet provides a simple finance department budget template that you can use to get started tracking current and previous year finances for your business.<\/p>\n
The spreadsheet is clearly divided into specific categories of expenses for your department. These include General Expenses, Marketing, PR and Research. Manually plug in numbers for last year and the current year for each section. The spreadsheet will automatically calculate the percentage difference. You\u2019ll then also have a final percentage difference for the total amount of expenses between the previous year and this year.<\/p>\n
You can easily change the item names, or delete row or columns to customize this template to your department\u2019s needs.<\/p>\n
This template opens up directly within your Google Sheets as a view-only file. Click File > Make a copy<\/b> to make your own copy and get started.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Finance-templates-GS-3.png” alt=”Finance templates 3 SmartSheet” title_text=”Finance templates GS 3″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.24.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Get the template here: Smartsheet\u2019s department budget template<\/a>.[\/et_pb_text][et_pb_text _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
4. Expense Report Template by Google Sheets<\/h3>\n
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If you want to keep things simple and straightforward, Google Sheets offers a few budgeting templates for Google Sheets users within their template gallery.<\/p>\n
Simply open up Google Sheets, and click Template gallery<\/b>. Under the Work<\/b> section, you will find several ready-made templates, including Google\u2019s own Expense report template. Here, simply add your personal details at the top of the spreadsheet, then input your various expenses.<\/p>\n
The template will automatically calculate your total expenses for you. What\u2019s more, everything is formatted as a report, making it easy to download then print or send.<\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Finance-templates-GS-4.png” alt=”Finance templates 4 Google Sheets” title_text=”Finance templates GS 4″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.24.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Get the template here: Google Sheets template gallery<\/a>.[\/et_pb_text][et_pb_text _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
5. Discounted Cash Flow Template By Wisesheets<\/h3>\n
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If you’re looking for a comprehensive financial template that incorporates discounted cash flow analysis, Wisesheets has got you covered. The Discounted Cash Flow (DCF) template by Wisesheets allows you to analyze the intrinsic value of any public company or stock by considering its future cash flows and discounting them to their present value.<\/span><\/p>\n
This template provides you with live and historical key metrics, including data from the income statement, cash flow statement, and balance sheet, along with the performance of other competitors. With the DCF template, you can easily customize assumptions and watch as the template automatically calculates the intrinsic value of the company.<\/span><\/p>\n
Using this template, you can gain valuable insights into a company’s financial health and make better stock investment decisions faster. Whether you’re a seasoned investor or just starting out, the DCF template by Wisesheets can be a powerful tool in your financial analysis arsenal.<\/span><\/p>\n
To access the Discounted Cash Flow Template by Wisesheets, visit their website and create a Wisesheets account. Once you have an account, download the Wisesheets add-in for Google Sheets. Next, download the Discounted Cash Flow Template from the WISE templates menu of the link below. Once you have it, simply customize the assumptions and company ticker and let the template do the rest.<\/span><\/p>\n
[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/06\/image8.png” alt=”Finance templates 5 Vertex42″ title_text=”image8″ _builder_version=”4.20.2″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.24.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]Get the template here: <\/span>Wisesheets DCF template<\/span><\/a>.<\/span>[\/et_pb_text][et_pb_text _builder_version=”4.24.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n
Top Google Sheets finance templates for 2026<\/h3>\n
And there we have it, our Top free Google Sheets finance templates! Although all of the above templates are simple and easy to download for an immediate solution, Sheetgo takes financial templates to the next level with spreadsheet automation. You can have a self-sufficient workflow that updates your financial templates for you, saving you both time and manual effort.<\/p>\n
If you\u2019d like to learn more about other Google Sheets financial templates by Sheetgo, why not check out our blog post on the Budget vs. Actual spreadsheet template<\/a>?<\/p>\n
Alternatively, take a look at some more finance-related articles below.<\/p>\n
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Editor\u2019s note<\/strong>: This is a revised version of a previous post that has been updated for accuracy and comprehensiveness.<\/em><\/p>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
Spreadsheets are great ways to keep track of finances. Whether it\u2019s a home or business budget, tracking stocks and investments, or managing payments and invoices\u2014using a spreadsheet can help you keep it all organized. Google Sheets is a particularly great tool to use thanks to its range of analytical capabilities. These can help take your […]<\/p>\n","protected":false},"author":40,"featured_media":27400,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"Top 5 Free Google Sheets Finance Templates <\/span>\n\nSpreadsheets are great ways to keep track of finances. Whether it\u2019s a home or business budget, tracking stocks and investments, or managing payments and invoices<\/span>\u2014using a spreadsheet can help you keep it all organized. If you are not a spreadsheet expert, it can be hard to design data structure that makes sense. It is important to structure data in a way makes it easy for users to manage and monitor. <\/span>If you are not sure where to start when creating spreadsheets for finance, you can try using a template. Use finance templates exactly how they come, or customize them to fit the way you work. Let\u2019s get you started using templates for Google Sheets.<\/span>\n
How to Use Google Sheets Templates:<\/span><\/h3>\nThere are two different ways to access Google Sheets templates for sales.<\/span>\n\n Open Google Sheets<\/strong>\n\n Click \u201cTemplate Gallery\u201d<\/strong>\n\n
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<\/a>\n\n \n\nClick on any template and it will automatically open into a new Google Sheet, with instructions on how to use it. <\/strong>\n\nKeep in mind, that using use the Sheetgo web app or add-on for Google Sheets, you can import data from an Excel file. The latest version of Sheetgo preserves formatting. So, if you find the perfect template out there online that is an \u201cExcel\u201d template, you can simply save it as a .xlsx or .csv file, and <\/span>change it into a Google Sheets file <\/span><\/a>using Sheetgo.<\/span>\n\nLet\u2019s take a look at the best templates<\/b>\n<\/h3>\n
First, let's take a look at what is in the official Sheets Gallery <\/span><\/h3>\nHere are some examples of the finance templates currently provided by Google. As you can see they range from simple to complex. These will come in handy for individuals and small business. You can customize the colors, fonts, and general formatting to make them fit your personal brand. There are currently only around 25 templates, a lot of them are geared towards finance. Keep an eye out for new additions as companies are starting to add handy templates into the gallery as well.\u00a0<\/span>\n\n[gallery size=\"large\" columns=\"2\" ids=\"9278,9276,9275,9277\"]\n\nYou can also check out some finance templates available from other sources.<\/span>\n
Stock Portfolio Tracking Template<\/span><\/h3>\nThis multi-page template by <\/span>OldSchoolValue<\/span><\/a> is perfect for <\/span>tracking a stock portfolio.<\/span><\/a> You can monitor transactions like purchases, sales, dividend, and stock splits, monitor your stocks in a portfolio, and manage and consolidate data. To get this spreadsheet and start tracking your investments <\/span>click here<\/span><\/a> and the template will open in Google Sheets. It will be <\/span>View Only.<\/b> You will need to click <\/span>File <\/b>\u2192 <\/span>Make a copy <\/b>to make your own copy and get started.<\/span>\n\n
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<\/a>\n\n \nDepartment Budget Template<\/span><\/h3>\nHere is a simple finance <\/span>department budget template<\/span><\/a> that you can use to get started tracking current and previous year finances for your business. Plug in numbers for last year and the current year, and the spreadsheet will automatically calculate the percentage difference. Change the item names or delete to customize this template.<\/span>\n\n
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<\/a>\n\n \nTemplate Gallery Add-on:<\/span><\/h3>\nVertex42<\/span><\/a> creates great Excel tutorials and templates. You no longer have to try and import the templates from Excel to Sheets, or worse, try to recreate them yourself. Vertex42 created a Google Sheets add-on called <\/span>Template Gallery<\/span><\/a> and it is awesome. There are a TON of templates available through this add-on that are great for personal and professional finances. Note that this is different than the gallery described above, it is an add-on<\/strong>.<\/em> <\/span>\n\nYou no longer have to search around the internet for templates, you can access them all right from inside Google Sheets add-ons manager. To get templates first you will have to get the add-on<\/a>. Then click\u00a0Add-ons \u2192 Template Gallery\u00a0\u2192 Browse Templates. <\/b>A box will open with many different templates you can try.\u00a0 Choose one you like and then click\u00a0Copy to Drive, <\/b>then Open File. <\/b>Click through the different tabs in the sheet to explore the functions of this template and learn how to use it. Below are a few great financial templates for startup businesses.<\/span>\n\n
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Two Versions of a Stock Portfolio With Dividends<\/h3>\nNoMoreWaffles created another <\/span>great template for managing investments<\/span><\/a>. They use the GOOGLEFINANCE function to update real-time information about the stock market. <\/span>This blog post<\/span><\/a> by Reinis Fischer gives detailed instructions on how to use that template and also <\/span>provides a simplified version<\/span><\/a> for those of us that want simple solutions to managing finance. When you open a Google Sheets template, it will be <\/span>View Only. <\/b>You will need to click <\/span>File <\/b>\u2192 <\/span>Make a copy <\/b>to make your own copy and get started.<\/span>\n\n \n\n[caption id=\"attachment_9268\" align=\"aligncenter\" width=\"1024\"]
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<\/a> Simple Version[\/caption]\n\n \n\n \n\n","_et_gb_content_width":"","footnotes":""},"categories":[36],"tags":[50],"class_list":["post-9213","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finance-processes","tag-finance"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/posts\/9213","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/users\/40"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/comments?post=9213"}],"version-history":[{"count":0,"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/posts\/9213\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/media\/27400"}],"wp:attachment":[{"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/media?parent=9213"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/categories?post=9213"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sheetgo.com\/fr\/wp-json\/wp\/v2\/tags?post=9213"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}} - Affordable alternative to software:<\/b> Avoid spending money on complex software that calculates your finances – harness the power of spreadsheets to do the same job.<\/li>\n