{"id":9213,"date":"2022-06-15T09:20:00","date_gmt":"2022-06-15T07:20:00","guid":{"rendered":"https:\/\/blog.sheetgo.com\/?p=9213"},"modified":"2026-08-22T15:36:40","modified_gmt":"2026-08-22T13:36:40","slug":"os-5-principais-modelos-financeiros-gratuitos-do-google-sheets","status":"publish","type":"post","link":"https:\/\/www.sheetgo.com\/pt\/blog\/finance-processes\/top-5-free-google-sheets-finance-templates\/","title":{"rendered":"Os 5 principais modelos financeiros gratuitos do Planilhas Google"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;section&#8221; module_class=&#8221;sheetgo-post&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221; da_disable_devices=&#8221;off|off|off&#8221;][et_pb_row _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p>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 finance management to the next level. However, if you are not a spreadsheet expert or you don\u2019t know where to start, it can be hard to design a data structure that makes sense. That\u2019s where finance templates can help.<\/p>\n<p>It\u2019s extremely important to structure data in a way that makes it easy for users to manage and monitor. Not only does this help save time and manual effort, but it guarantees accurate data results. These can then help you make important finance-related decisions. Luckily, there are a wide range of finance templates available today that you can use directly within Google Sheets.<br \/>You can use these finance templates exactly how they come, or customize them to fit the way you work.<\/p>\n<p>Without further ado, let\u2019s explore in more detail the benefits of using finance templates. Furthermore, we\u2019ll show you the top 5 finance templates for Google Sheets that you can implement today.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h2>What are finance templates?<\/h2>\n<p>Finance templates are a ready-made structure you can use inside a spreadsheet to help manage your finances. They provide an easy way to break down different aspects of your financial data, usually by incoming and outgoing payments.<\/p>\n<p>Often, finance templates are created with a specific financial process in mind, such as:<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<ul>\n<li>Income statement<\/li>\n<li>Monthly budgeting<\/li>\n<li>Cashflow<\/li>\n<li>Department budgeting<\/li>\n<li>Event budgeting<\/li>\n<li>Stock portfolios<\/li>\n<li>And much more<\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p>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<p>Let\u2019s take a look at the benefits of using a template in your spreadsheets to keep track of your finances.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h2>Why use a template to monitor finances?<\/h2>\n<p>Finance templates have multiple benefits for users, especially if you\u2019re not an advanced user of Google Sheets:<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<ul>\n<li><b>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<li><b>Affordable alternative to software:<\/b> Avoid spending money on complex software that calculates your finances &#8211; harness the power of spreadsheets to do the same job.<\/li>\n<li><b>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<li><b>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<li><b>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<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p>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<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h2>Best finance templates for Google Sheets<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>1. Income statement template from Sheetgo<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p>If you want a finished income statement rather than a blank grid, start here. The Income statement template from Sheetgo is a single Google Sheets file: you copy it to your own Drive and it is yours \u2014 the layout, the formulas and a set of sample rows to write over. There is nothing to set up, no account to create, and no second file it has to be connected to.<\/p>\n<p>Start in the <b>Inputs<\/b> tab. That is where you set the year you are reporting on, and where the <b>Accrual periods<\/b> table lives: a short list of periods and what the amount gets divided by, so a cost you want recognized straight away is divided by 1, while one you want spread over five years is divided by 5. It takes a minute, and it keeps a single large invoice from distorting one month.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/08\/income-statement-inputs-2.png&#8221; alt=&#8221;Inputs tab of the Sheetgo income statement template, showing the reporting year and the accrual periods table&#8221; title_text=&#8221;Income statement template Inputs tab&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p>Then you log your figures in two tabs. <b>Income Input<\/b> takes everything coming in \u2014 input date, client, invoice number, amount received, income category, product and department \u2014 and <b>Expenses Input<\/b> takes everything going out, with supplier, invoice number, amount, type of expense, expenditure category and department. Both carry an <b>Accrual period<\/b> column, so an amount can be recognized immediately or spread over the periods you listed in Inputs. Both sit in the same file, so you share one link with whoever does the bookkeeping instead of collecting separate spreadsheets.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/08\/income-statement-income-input-2.png&#8221; alt=&#8221;Income Input tab of the Sheetgo income statement template, with one row per invoice received&#8221; title_text=&#8221;Income statement template Income Input tab&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p>The report itself is the <b>Income Statement Monthly<\/b> tab, and it is the reason to start from this file rather than an empty sheet. The categories you pick in the input tabs are the same line items the statement is built from, so each entry lands on the right row: operating income and refunds down to net operating income, COGS and gross margin, expenses, EBITDA, earnings before interest and tax, the financial result, income tax and net earnings \u2014 one column per month, plus a total for the year. The figures fill in as you type.<\/p>\n<p>Three tabs support it. <b>Income Summary per Month<\/b> and <b>Expenses Summary per Month<\/b> break the same numbers down by category, and <b>Income Accrual Mapping<\/b> shows how each accrued entry was spread across the year. A <b>Read me<\/b> tab explains the layout inside the file itself. For a longer walkthrough, read our guide to the <a href=\"https:\/\/www.sheetgo.com\/blog\/finance-templates\/automated-income-statement-template-for-google-sheets\/\" target=\"_blank\" rel=\"noopener\">income statement template in Google Sheets<\/a>.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/08\/income-statement-monthly-2.png&#8221; alt=&#8221;Income Statement Monthly tab of the Sheetgo template, showing monthly income, expenses, EBITDA and net earnings&#8221; title_text=&#8221;Income statement template monthly report tab&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p>The link below opens Google\u2019s copy dialog. Click <b>Make a copy<\/b> and the template is in your own Drive, ready for your figures.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/docs.google.com\/spreadsheets\/d\/1R-mcM8mlKvp8ZIVkRExDdrJry0FwEzqPKsR_j2hOS8E\/copy&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Get the free template&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.27.7&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;16px&#8221; button_text_color=&#8221;#FFFFFF&#8221; button_bg_color=&#8221;#2979FF&#8221; button_border_width=&#8221;0px&#8221; button_border_color=&#8221;#2979FF&#8221; button_border_radius=&#8221;6px&#8221; button_font=&#8221;|600|||||||&#8221; button_use_icon=&#8221;off&#8221; custom_padding=&#8221;15px|20px|15px|20px|true|false&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; button_bg_color__hover_enabled=&#8221;on|hover&#8221; button_text_color__hover_enabled=&#8221;on|desktop&#8221; button_border_color__hover_enabled=&#8221;on|hover&#8221; button_border_color__hover=&#8221;#2666E2&#8243; button_text_color__hover=&#8221;#FFFFFF&#8221; button_bg_color__hover=&#8221;#2666E2&#8243; button_bg_enable_color__hover=&#8221;on&#8221; theme_builder_area=&#8221;post_content&#8221; custom_margin=&#8221;30px||30px||true|false&#8221; sticky_enabled=&#8221;0&#8243;][\/et_pb_button][et_pb_text _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h3>2. Stock Portfolio Tracking Template by OldSchoolValue<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.24.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p>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<p>This template opens up directly within your Google Sheets as a view-only file. Click <b>File &gt; Make a copy<\/b> to make your own copy and get started.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Finance-templates-GS-2.png&#8221; alt=&#8221;Finance templates 2 OldSchoolValue&#8221; title_text=&#8221;Finance templates GS 2&#8243; _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.24.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]Get the template here: <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1Ajox_mGj_prTqfIWSSF1xcaDEBm6ZuZZDInZ1Es-_bM\/edit#gid=4\" target=\"_blank\" rel=\"noopener nofollow\">OldSchoolValue stock template<\/a>.[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>3. Department Budget Template by Smartsheet<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.24.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p>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<p>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 calculates the percentage difference for you. You\u2019ll then also have a final percentage difference for the total amount of expenses between the previous year and this year.<\/p>\n<p>You can easily change the item names, or delete row or columns to customize this template to your department\u2019s needs.<\/p>\n<p>This template opens up directly within your Google Sheets as a view-only file. Click <b>File &gt; Make a copy<\/b> to make your own copy and get started.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Finance-templates-GS-3.png&#8221; alt=&#8221;Finance templates 3 SmartSheet&#8221; title_text=&#8221;Finance templates GS 3&#8243; _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.24.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]Get the template here: <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1DKeMIrOgKyeYZIHHo4T_2rRzNArQTl6eDcqDz5SZyto\/edit#gid=56826884\" target=\"_blank\" rel=\"noopener nofollow\">Smartsheet\u2019s department budget template<\/a>.[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>4. Expense Report Template by Google Sheets<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.24.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p>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<p>Simply open up Google Sheets, and click <b>Template gallery<\/b>. Under the <b>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<p>The template totals your expenses for you. What\u2019s more, everything is formatted as a report, making it easy to download then print or send.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2022\/06\/Finance-templates-GS-4.png&#8221; alt=&#8221;Finance templates 4 Google Sheets&#8221; title_text=&#8221;Finance templates GS 4&#8243; _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.24.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]Get the template here: <a href=\"https:\/\/www.google.com\/sheets\/about\/\" target=\"_blank\" rel=\"noopener nofollow\">Google Sheets template gallery<\/a>.[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>5. Discounted Cash Flow Template By Wisesheets<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.24.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p>If you&#8217;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.<\/p>\n<p>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 calculates the intrinsic value of the company.<\/p>\n<p>Using this template, you can gain valuable insights into a company&#8217;s financial health and make better stock investment decisions faster. Whether you&#8217;re a seasoned investor or just starting out, the DCF template by Wisesheets can be a powerful tool in your financial analysis arsenal.<\/p>\n<p>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.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2023\/06\/image8.png&#8221; alt=&#8221;Finance templates 5 Wisesheets discounted cash flow template&#8221; title_text=&#8221;image8&#8243; _builder_version=&#8221;4.20.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.24.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]Get the template here: <a href=\"https:\/\/docs.google.com\/spreadsheets\/u\/2\/d\/1mnM2G4e7kpP_gotoArJm4m3wZlZCBztliZlIDi4xpco\/copy\" target=\"_blank\" rel=\"noopener nofollow\">Wisesheets DCF template<\/a>.[\/et_pb_text][et_pb_text _builder_version=&#8221;4.24.1&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>Top Google Sheets finance templates for 2026<\/h3>\n<p>And there we have it, our top free Google Sheets finance templates. Each one answers a different question: a full income statement, a stock portfolio, a department budget, a simple expense report, or a discounted cash flow valuation. Pick the one that matches the question in front of you, make your copy, and rename the categories to match the way your own books are organized.<\/p>\n<p>Every template on this list still needs someone to enter the numbers and chase the people who have them. If you would rather that part did not land on you, that is what <a href=\"https:\/\/www.sheetgo.com\/virtual-employees\/finance\/\" target=\"_blank\" rel=\"noopener\">Owen, Sheetgo\u2019s finance virtual employee<\/a>, is for: your data stays in Google Sheets, and you work with Owen in Slack, Teams or Google Chat.<\/p>\n<p>If you\u2019d like to learn more about other Google Sheets financial templates by Sheetgo, why not <a href=\"https:\/\/www.sheetgo.com\/blog\/finance-templates\/budget-vs-actual-template-in-google-sheets\/\" target=\"_blank\" rel=\"noopener\">check out our blog post on the Budget vs. Actual spreadsheet template<\/a>?<\/p>\n<p>Alternatively, take a look at some more finance-related articles below.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.22.2&#8243; background_color=&#8221;#f9f9ff&#8221; custom_margin=&#8221;40px||40px||false|false&#8221; custom_padding=&#8221;15px|25px|15px|25px|true|true&#8221; border_width_left=&#8221;3px&#8221; border_color_left=&#8221;#808e95&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p><em><strong>Editor\u2019s note<\/strong>: This is a revised version of a previous post that has been updated for accuracy and comprehensiveness.<\/em><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h2>Frequently asked questions<\/h2>\n<p>[\/et_pb_text][difl_faq faq_item_gap=&#8221;25px&#8221; enable_schema=&#8221;on&#8221; close_icon_color=&#8221;#82afff&#8221; close_icon_size=&#8221;28px&#8221; open_icon_color=&#8221;#82afff&#8221; faq_anime_duration=&#8221;200&#8243; faq_item_wrapper_bg_bgcolor=&#8221;#FFFFFF&#8221; que_text_margin=&#8221;10px|20px|10px|20px|true|true&#8221; ans_text_padding=&#8221;0px|20px|10px|20px|false|true&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; question_text_font=&#8221;|600|||||||&#8221; question_text_font_size=&#8221;19px&#8221; design_answer_text_font=&#8221;|300|||||||&#8221; design_answer_text_font_size=&#8221;16px&#8221; design_answer_text_line_height=&#8221;1.6em&#8221; border_radii_faq_item_wrapper_border=&#8221;on|12px|12px|12px|12px&#8221; border_color_all_faq_item_wrapper_border=&#8221;#deeaf7&#8243; global_colors_info=&#8221;{}&#8221; que_wrapper_bg_bgcolor__hover=&#8221;1px||||false|false&#8221; que_wrapper_bg_bgcolor__hover_enabled=&#8221;on|hover&#8221; theme_builder_area=&#8221;post_content&#8221;][difl_faqitem question=&#8221;Are these finance templates free?&#8221; question_title_tag=&#8221;h3&#8243; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; que_wrapper_bg_bgcolor__hover=&#8221;1px||||false|false&#8221; que_wrapper_bg_bgcolor__hover_enabled=&#8221;on|hover&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p>Yes. Each one is free to copy. The Sheetgo income statement template is a Google Sheets file you copy to your own Drive; the others are provided by their own makers.<\/p>\n<p>[\/difl_faqitem][difl_faqitem question=&#8221;Which one should I start with?&#8221; question_title_tag=&#8221;h3&#8243; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; que_wrapper_bg_bgcolor__hover=&#8221;1px||||false|false&#8221; que_wrapper_bg_bgcolor__hover_enabled=&#8221;on|hover&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p>If you want a monthly profit and loss picture, start with the income statement template. Pick one of the others if you specifically need portfolio tracking, department budgeting or expense reporting.<\/p>\n<p>[\/difl_faqitem][difl_faqitem question=&#8221;Do I need a Sheetgo account to use the template?&#8221; question_title_tag=&#8221;h3&#8243; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; que_wrapper_bg_bgcolor__hover=&#8221;1px||||false|false&#8221; que_wrapper_bg_bgcolor__hover_enabled=&#8221;on|hover&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p>No. You copy the Google Sheets file and work in it directly. A Sheetgo account only comes in if you later want the work handled for you.<\/p>\n<p>[\/difl_faqitem][\/difl_faq][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":40,"featured_media":27400,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"<span style=\"font-weight: 400;\">Top 5 Free Google Sheets Finance Templates <\/span>\n\n<span style=\"font-weight: 400;\">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<\/span><span style=\"font-weight: 400;\">\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><span style=\"font-weight: 400;\">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<h3><span style=\"font-weight: 400;\">How to Use Google Sheets Templates:<\/span><\/h3>\n<span style=\"font-weight: 400;\">There are two different ways to access Google Sheets templates for sales.<\/span>\n\n<strong> Open Google Sheets<\/strong>\n\n<strong> Click \u201cTemplate Gallery\u201d<\/strong>\n\n<a href=\"https:\/\/docs.google.com\/spreadsheets\/u\/0\/\"><img class=\"aligncenter size-large wp-image-9227\" src=\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/07\/frame-1-1024x254.webp\" alt=\"Google templates for sales\" width=\"1024\" height=\"254\" \/><\/a>\n\n&nbsp;\n\n<a href=\"https:\/\/docs.google.com\/spreadsheets\/u\/0\/\"><img class=\"aligncenter size-large wp-image-9228\" src=\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/07\/frame-1.1-1024x643.webp\" alt=\"Google templates for inventory\" width=\"1024\" height=\"643\" \/><\/a>\n\n&nbsp;\n\n<strong>Click on any template and it will automatically open into a new Google Sheet, with instructions on how to use it. <\/strong>\n\n<span style=\"font-weight: 400;\">Keep 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><a href=\"https:\/\/www.youtube.com\/watch?v=HURv65DpVzs\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">change it into a Google Sheets file <\/span><\/a><span style=\"font-weight: 400;\">using Sheetgo.<\/span>\n\n<b>Let\u2019s take a look at the best templates<\/b>\n<h3><\/h3>\n<h3><span style=\"font-weight: 400;\">First, let's take a look at what is in the official Sheets Gallery <\/span><\/h3>\n<span style=\"font-weight: 400;\">Here 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\n<span style=\"font-weight: 400;\">You can also check out some finance templates available from other sources.<\/span>\n<h3><span style=\"font-weight: 400;\">Stock Portfolio Tracking Template<\/span><\/h3>\n<span style=\"font-weight: 400;\">This multi-page template by <\/span><a href=\"https:\/\/www.oldschoolvalue.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">OldSchoolValue<\/span><\/a><span style=\"font-weight: 400;\"> is perfect for <\/span><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1Ajox_mGj_prTqfIWSSF1xcaDEBm6ZuZZDInZ1Es-_bM\/edit#gid=4\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">tracking a stock portfolio.<\/span><\/a><span style=\"font-weight: 400;\"> 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><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1Ajox_mGj_prTqfIWSSF1xcaDEBm6ZuZZDInZ1Es-_bM\/edit#gid=4\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">click here<\/span><\/a><span style=\"font-weight: 400;\"> and the template will open in Google Sheets. It will be <\/span><b>View Only.<\/b><span style=\"font-weight: 400;\"> You will need to click <\/span><b>File <\/b><span style=\"font-weight: 400;\">\u2192 <\/span><b>Make a copy <\/b><span style=\"font-weight: 400;\">to make your own copy and get started.<\/span>\n\n<a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1Ajox_mGj_prTqfIWSSF1xcaDEBm6ZuZZDInZ1Es-_bM\/edit#gid=4\"><img class=\"aligncenter size-large wp-image-9264\" src=\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/07\/frame-15-1024x546.webp\" alt=\"finance templates\" width=\"1024\" height=\"546\" \/><\/a>\n\n&nbsp;\n\n<a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1Ajox_mGj_prTqfIWSSF1xcaDEBm6ZuZZDInZ1Es-_bM\/edit#gid=4\"> <img class=\"aligncenter size-large wp-image-9265\" src=\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/07\/frame-16-1024x708.webp\" alt=\"finance templates\" width=\"1024\" height=\"708\" \/><\/a>\n\n&nbsp;\n<h3><span style=\"font-weight: 400;\">Department Budget Template<\/span><\/h3>\n<span style=\"font-weight: 400;\">Here is a simple finance <\/span><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1DKeMIrOgKyeYZIHHo4T_2rRzNArQTl6eDcqDz5SZyto\/edit#gid=56826884\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">department budget template<\/span><\/a><span style=\"font-weight: 400;\"> 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<a href=\"http:\/\/template\"><img class=\"aligncenter size-large wp-image-9266\" src=\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/07\/frame-17-1024x582.webp\" alt=\"\" width=\"1024\" height=\"582\" \/><\/a>\n\n&nbsp;\n<h3><span style=\"font-weight: 400;\">Template Gallery Add-on:<\/span><\/h3>\n<a href=\"https:\/\/www.vertex42.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Vertex42<\/span><\/a><span style=\"font-weight: 400;\"> 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><a href=\"https:\/\/chrome.google.com\/webstore\/detail\/template-gallery\/hcpojkandgeeicgaglamgmajpdlfnnij?hl=en\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Template Gallery<\/span><\/a><span style=\"font-weight: 400;\"> and it is awesome. There are a TON of templates available through this add-on that are great for personal and professional finances. <em>Note that this is different than the gallery described above, it is an <strong>add-on<\/strong>.<\/em> <\/span>\n\n<span style=\"font-weight: 400;\">You 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 <a href=\"https:\/\/chrome.google.com\/webstore\/detail\/template-gallery\/hcpojkandgeeicgaglamgmajpdlfnnij?hl=en\" target=\"_blank\" rel=\"noopener\">get the add-on<\/a>. Then click<b>\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\u00a0<b>Copy to Drive, <\/b>then <b>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<img class=\"aligncenter size-large wp-image-9270\" src=\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/07\/frame-21-1024x812.webp\" alt=\"f\" width=\"1024\" height=\"812\" \/>\n\n&nbsp;\n\n<img class=\"aligncenter size-large wp-image-9272\" src=\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/07\/frame-22-1024x803.webp\" alt=\"finance templates\" width=\"1024\" height=\"803\" \/>\n<h3><\/h3>\n<h3><img class=\"aligncenter size-large wp-image-9273\" src=\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/07\/frame-23-1024x799.webp\" alt=\"finance templates\" width=\"1024\" height=\"799\" \/><\/h3>\n<h3><\/h3>\n<h3>Two Versions of a Stock Portfolio With Dividends<\/h3>\n<span style=\"font-weight: 400;\">NoMoreWaffles created another <\/span><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1ZbA6ndteuqy3bNHl2wn1vE2F6NSN7rCSaoVUHApoaHQ\/edit#gid=211073236\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">great template for managing investments<\/span><\/a><span style=\"font-weight: 400;\">. They use the GOOGLEFINANCE function to update real-time information about the stock market. <\/span><a href=\"https:\/\/www.reinisfischer.com\/simple-google-spreadsheet-track-stock-portfolio-changes-using-googlefinance\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">This blog post<\/span><\/a><span style=\"font-weight: 400;\"> by Reinis Fischer gives detailed instructions on how to use that template and also <\/span><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1zhHqjVo9yFYbHeneXZKgc8YJWiJ6tiLCj7R6-QKg7Zs\/edit#gid=0\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">provides a simplified version<\/span><\/a><span style=\"font-weight: 400;\"> for those of us that want simple solutions to managing finance. When you open a Google Sheets template, it will be <\/span><b>View Only. <\/b><span style=\"font-weight: 400;\">You will need to click <\/span><b>File <\/b><span style=\"font-weight: 400;\">\u2192 <\/span><b>Make a copy <\/b><span style=\"font-weight: 400;\">to make your own copy and get started.<\/span>\n\n&nbsp;\n\n[caption id=\"attachment_9268\" align=\"aligncenter\" width=\"1024\"]<a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1zhHqjVo9yFYbHeneXZKgc8YJWiJ6tiLCj7R6-QKg7Zs\/edit#gid=0\"><img class=\"wp-image-9268 size-large\" src=\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/07\/frame-19-1024x792.webp\" alt=\"Finance templates\" width=\"1024\" height=\"792\" \/><\/a> Simple Version[\/caption]\n\n&nbsp;\n\n&nbsp;\n\n<img class=\"aligncenter wp-image-9268 size-large\" src=\"https:\/\/static.sheetgo.com\/wp-content\/uploads\/2018\/07\/frame-19-1024x792.webp\" alt=\"Finance templates\" width=\"1024\" height=\"792\" \/>","_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":[],"permalink_manager":null,"_links":{"self":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts\/9213","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/users\/40"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/comments?post=9213"}],"version-history":[{"count":0,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/posts\/9213\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/media\/27400"}],"wp:attachment":[{"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/media?parent=9213"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/categories?post=9213"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sheetgo.com\/pt\/wp-json\/wp\/v2\/tags?post=9213"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}