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Digital spreadsheet templates

Big plans.
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launchpad.

The business you’re building. The money you’re planning. The projects you’re ready to move. Give your next chapter a clearer starting point.

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58focused templates
3collections to explore
Yournext move
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Focused spreadsheet workflows
Templates for real daily work
Instant Excel & Google Sheets access
A world of possibilities

Find your next clearer move.

Real templates. Real workflows. A little inspiration for what comes next.

Explore all 58 templates
All-in-One Wedding Planner Spreadsheet — Excel & Google Sheets template preview
Life, travel & events

All-in-One Wedding Planner Spreadsheet

Dividend Portfolio Tracker Spreadsheet — Excel & Google Sheets template preview
Money & finance

Dividend Portfolio Tracker Spreadsheet

ADHD Gamified Planner — Excel & Google Sheets template preview
Projects & habits

ADHD Gamified Planner

Etsy Pricing Calculator Spreadsheet — Excel & Google Sheets template preview
Business & operations

Etsy Pricing Calculator Spreadsheet

Project Management Template — Excel & Google Sheets template preview
Projects & habits

Project Management Template

Client CRM & Sales Pipeline Tracker — Excel & Google Sheets template preview
Business & operations

Client CRM & Sales Pipeline Tracker

Zero-Based Budget Spreadsheet — Excel & Google Sheets template preview
Money & finance

Zero-Based Budget Spreadsheet

Small Business Bookkeeping Spreadsheet — Excel & Google Sheets template preview
Business & operations

Small Business Bookkeeping Spreadsheet

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DIGITAL GOODS. REAL POSSIBILITIES.

Your next chapter has more than one shape.

Spreadsheets, journals, and planners for your everyday. Website templates are coming next. A growing collection of tools for the things you want to build, plan, and make your own.

Available now

Spreadsheet templates

Professional Microsoft Excel (.xlsx) and Google Sheets templates for business bookkeeping, personal finance, real estate investing, and productivity.

Explore the collection ↗Two editions · Available now

Journals & planners

Hyperlinked digital journals and printable planners for iPad (Goodnotes, Notability) and tablets. Customize your own in Daylight Planner Studio.

Explore both editions ↗Coming soon

Website templates

Your next idea deserves a home on the web. Explore this collection when our website templates launch.

Meet the next chapter ↗
MEET DAYLIGHT / JOURNALS & PLANNERS

A little space.
A lot of you.

Meet your next everyday companion. Build a planner around your routine, or make every page your own with pastel stickers, photos, and little reminders.

Explore journals & planners ↗Try the Sticker Studio →
Two editionsPersonal PDF downloads54 stickers
Daylight weekly planner with pastel illustrations and handwritten-style reminders
You have enough on your mind

Let the important things stop living in your head.

A price you need to check. A bill you need to remember. A client you need to follow up with. A project that needs a plan.

Each one feels small. Together, they take up space.

A clear place to put them changes the conversation. You can look at the information, see what needs attention and decide where to go next.

A quick introduction

A little glimpse of what comes next.

Meet ProFormaGRID in 15 seconds. Explore spreadsheet templates for your business, your money and the plans you want to move forward.

Explore the templates →

Press play for a quick introduction.

A better starting point

Give your next decision something solid to stand on.

Put related information together.

Expenses with invoices. Bills with paychecks. Tasks with project views. Choose a template that brings the pieces of your particular workflow into one place.

Begin with a direction.

A focused template gives you a starting structure. You can spend your attention on the information you need to enter and the question you need to answer.

See the next useful step.

A list becomes more useful when you know what it is for. Follow up with a lead, review a recurring payment or work through the next project priority.

Build a habit around it.

Return to the same place for the same job. A short, repeatable review can turn a spreadsheet from a downloaded file into a tool you actually reach for.

Choose one workflow. Give it your information. Make it part of how you work.

Find my template
BUILT AROUND YOUR WORLD

One question. A useful place to begin.

Find a spreadsheet template around the work you want to organize. Explore six focused collections for Microsoft Excel and Google Sheets.

21 available templates

Business & operations

Small business bookkeeping, P&L dashboards, pricing calculators, inventory trackers, CRM pipelines, and industry-specific operating spreadsheets for Excel and Google Sheets.

Find your starting point ↗10 available templates

Money & finance

Annual and zero-based budget planners, paycheck trackers, debt snowball calculators, FIRE early retirement models, options trading journals, dividend trackers, and crypto staking logs.

Find your starting point ↗6 available templates

Real estate & rentals

Land development pro formas, BRRRR rental calculators, fix-and-flip deal analyzers, house hacking models, and Airbnb/VRBO short-term rental bookkeeping spreadsheets.

Find your starting point ↗13 available templates

Creators & freelancers

Bookkeeping, client CRM, quote builders, and profit trackers for salon booth renters, photographers, tattoo artists, trainers, coaches, streamers, and influencers.

Find your starting point ↗4 available templates

Life, travel & events

All-in-one wedding planners, vendor deposit trackers, multi-city trip budget splitters, IVF fertility cost planners, and meal prep macro calculators.

Find your starting point ↗2 available templates

Projects & habits

ADHD gamified dopamine planners, RPG habit trackers, Gantt chart project management templates, and Kanban task boards for Excel and Google Sheets.

Find your starting point ↗
MEET THE COLLECTION

A whole world of useful beginnings.

Explore 58 digital products in the catalog, including 56 available Excel & Google Sheets templates. Check out securely by credit card, Apple Pay, or Google Pay for instant download.

58 products

Instant Excel & Google Sheets download · Secure checkout
Explore the full shop ↗
What makes a template useful

Every part should earn its place in your workflow.

A spreadsheet becomes valuable when its structure matches the work. The right fields, the right relationships and the right view give your information a purpose.

That is why this collection covers specific jobs. Bookkeeping has different needs from recipe costing. A monthly budget asks different questions from a retirement scenario. A project timeline does different work from a daily habit tracker.

Look closely at the template for your use case. Picture your own information in it. The quality that matters most is how well the layout supports the work you will actually do.

1

A clear purpose

Each featured template is named around a job, so you can begin with the outcome you want to organize.

2

Relevant information

Product descriptions identify the records, planning areas or views that belong to that workflow.

3

A fit you can inspect

Review the listing previews, included files and requirements before you choose.

Picture the difference

Give scattered details a working relationship.

When the details are scattered

  • The price lives in one note.The fees and wholesale numbers need their own review.
  • The bills are remembered separately.Paychecks, subscriptions and expenses are harder to consider together.
  • The project is a long task list.Sequence, status and priorities take another pass to understand.

With a focused template

  • A place for the pricing workflow.Use the Etsy Pricing & Profit Calculator to organize fee tracking and wholesale calculations.
  • A place for recurring money.Use Bill & Subscription Tracker to see recurring payments, paychecks and expenses together.
  • A place for project views.Use Project Management Workspace for tasks, Gantt, Kanban and priority planning.

These are examples of the workflows in the collection. Review each listing for the exact features and setup.

Chapter one · Your business

Give the business you are building a stronger working routine.

Your product, your service and your customers deserve attention. So do the expenses, prices, client details and jobs that make the business run. Find a focused place for the details behind your next decision.

BookkeepingPricingRecipe costsClientsJobs & routes
Explore business templates
For the small business owner

Follow the numbers behind every hard-earned sale.

Sales are only part of the story. Expenses, invoices, mileage and profit and loss records deserve a place in the picture, too.

Small Business Bookkeeping brings those records together in a dedicated spreadsheet workflow. It is a practical starting point when business information has been accumulating in separate places.

Imagine sitting down for a regular review with your records in front of you. You know where to add an expense, where to review invoice information and where to return when you need to look at the business again.

  • ExpensesKeep spending records within the bookkeeping workflow.
  • Invoices & mileageBring more of the business activity into the same place.
  • Profit & lossGive your regular review a place to start.

Make keeping records a part of running the business.

Explore Small Business Bookkeeping
A closer look at the template
Small Business Bookkeeping product listing preview
business

Small Business Bookkeeping

View files, formats & current price
For Etsy sellers & product businesses

Your next price deserves more than a guess.

A product price has a lot of work to do. It needs to make sense alongside the fees and calculations that come with selling.

Etsy Pricing & Profit Calculator focuses on product pricing, fee tracking and wholesale calculations. Bring those questions into a dedicated place before you decide what goes on the listing.

Use it when you are preparing a new product, reviewing a current price or considering a wholesale conversation. The value is in giving the pricing decision a repeatable workflow you can revisit as your inputs change.

  • Product pricingWork through the numbers around what you sell.
  • Fee trackingInclude fees in the pricing conversation.
  • WholesaleExplore the calculations behind a different selling channel.

Give the price the same care you give the product.

Explore Etsy Pricing & Profit Calculator
A closer look at the template
Etsy Pricing & Profit Calculator product listing preview
business

Etsy Pricing & Profit Calculator

View files, formats & current price
For bakers & cottage food businesses

Your recipes deserve a cost story as thoughtful as their flavor.

There is creativity in the kitchen. There are numbers behind it, too.

Bakery Recipe Costing is a spreadsheet for seeing recipe costs and working on pricing for a bakery or cottage food business. Give your recipes a place in your business planning as well as your recipe book.

Return to the costing workflow as you review what you make and what you charge. Keep your own current cost information close to the pricing decision. That makes it easier to have a deliberate conversation with yourself about the product you are putting on sale.

  • Recipe costsOrganize the cost information behind what you bake.
  • Product pricingConnect the recipe to the price you are considering.
  • Your businessChoose a workflow focused on bakery and cottage food use.

Bake with care. Approach the numbers with care, too.

Explore Bakery Recipe Costing
A closer look at the template
Bakery Recipe Costing product listing preview
business

Bakery Recipe Costing

View files, formats & current price
For service providers & growing businesses

Make the next client conversation easier to pick up.

A lead becomes easier to follow up with when the details have a place to live.

Client CRM & Sales Pipeline keeps leads, clients and sales opportunities in one spreadsheet. It gives you a dedicated place to organize the relationships and opportunities you are working on.

Use it as a home for your sales review. Look at the clients and opportunities in front of you, choose who needs attention and prepare for the next conversation. A focused client workflow can become part of the way you keep work moving.

  • LeadsGive potential customers a place in your working records.
  • ClientsKeep client information within the same workflow.
  • OpportunitiesBring sales opportunities into your regular review.

Keep the relationship moving with a clear place to return.

Explore Client CRM & Sales Pipeline
A closer look at the template
Client CRM & Sales Pipeline product listing preview
business

Client CRM & Sales Pipeline

View files, formats & current price
For cleaning business owners

Bring the business behind every cleaning job into focus.

A cleaning business runs on more than the clean. Quotes, jobs, client details and routes all need attention.

Cleaning Business Route & Profit organizes those working details in a spreadsheet designed around the business. It is a focused choice when you want the job information and route planning to have a place together.

Bring your own information to the workflow as you prepare a quote, plan work or review the jobs you are organizing. Having a consistent place for these details gives your planning session a clearer starting point.

  • QuotesOrganize information around potential work.
  • Jobs & clientsKeep the details connected to the people you serve.
  • RoutesGive route planning a place alongside the job workflow.

Give the business behind each job a little more structure.

Explore Cleaning Business Route & Profit
A closer look at the template
Cleaning Business Route & Profit product listing preview
business

Cleaning Business Route & Profit

View files, formats & current price
A small business habit

A regular review is a powerful place to begin.

The template you choose can become the place you return to when you work on the business. Give that review a purpose and keep it focused.

Bring the latest details in.

Add the expenses, client information, costs or job records relevant to your chosen template. Use information that reflects the work you are doing now.

Look at one useful question.

Which price needs attention? Which opportunity deserves a follow-up? Which records need updating? Choose a question the template is designed to help you organize.

Leave with a next step.

A clearer price to consider. A client to contact. A record to complete. The goal is a decision or action you can carry into the rest of your day.

Build the routine around the work that matters to your business.

Find a business workflow →
Chapter two · Your money

Give your money questions room to become clearer.

Monthly spending. Recurring payments. Investment records. Long-term scenarios. Different questions need different views. Choose a template that gives your financial information a focused place to come together.

BudgetsBillsDividendsFIRE planningStaking scenarios
Explore finance templates
For a more intentional money routine

Give your monthly money a plan you can come back to.

A budget is a conversation with your own priorities. Make a place for that conversation.

Zero-Based Budget Planner brings monthly and annual budgets together with bills, debt and net worth. It gives you a spreadsheet workflow for organizing everyday money alongside the bigger picture.

Start with the information you have. Add your own numbers, look at the areas that need attention and return as your circumstances change. A budget becomes more useful when it belongs to a routine you can keep.

  • Monthly & annualOrganize the near-term plan and a wider view.
  • Bills & debtKeep important commitments in the budgeting picture.
  • Net worthBring another part of your financial situation into view.

Make a little space for your next money decision.

Explore Zero-Based Budget Planner
A closer look at the template
Zero-Based Budget Planner product listing preview
finance

Zero-Based Budget Planner

View files, formats & current price
For recurring payments & everyday expenses

Small payments add up. Give them your attention.

A subscription here. A bill there. The small regular payments deserve to be seen together.

Bill & Subscription Tracker brings recurring bills, subscriptions, paychecks and expenses into one spreadsheet. It is a focused choice when everyday money is the area you want to organize first.

Use your own records to make the recurring commitments visible. When you review them alongside the other information in the workflow, you have a place to think through what you are paying for and what deserves attention next.

  • Recurring billsGive regular commitments a dedicated place.
  • SubscriptionsBring the ongoing services into the review.
  • Paychecks & expensesKeep more of the everyday money picture together.

The payments you repeat deserve a review you can repeat.

Explore Bill & Subscription Tracker
A closer look at the template
Bill & Subscription Tracker product listing preview
finance

Bill & Subscription Tracker

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For dividend portfolio organization

Bring the income story of your holdings into view.

A portfolio contains more than a list of names. Dividend holdings and reinvestment plans are part of the picture.

Dividend Portfolio Tracker focuses on dividend holdings, passive income and reinvestment planning. Choose it when those are the records and questions you want to organize in a dedicated spreadsheet.

Use current information and review your own assumptions as you work. A clear record gives your portfolio review a place to begin and a structure to return to as the information develops.

  • HoldingsOrganize the dividend holdings you are tracking.
  • IncomeBring dividend income into the portfolio workflow.
  • ReinvestmentGive reinvestment planning a place in the review.

Use a focused view for the portfolio questions you are asking.

Explore Dividend Portfolio Tracker
A closer look at the template
Dividend Portfolio Tracker product listing preview
finance

Dividend Portfolio Tracker

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For financial independence planning

Give a long-term goal somewhere to take shape.

A future goal becomes easier to explore when you can put your assumptions on the page.

FIRE Retirement Dashboard is a spreadsheet for exploring financial independence, net worth and Coast FIRE plans. It gives those long-term questions a dedicated planning space.

Bring your own circumstances and assumptions to the workflow. Review a scenario, consider what it means to you and revisit the information when your plans change. The purpose is to explore the relationship between your numbers and the future you are considering.

  • Financial independenceExplore the planning questions behind the goal.
  • Net worthKeep your financial position within the wider picture.
  • Coast FIREReview a particular approach to long-term planning.

Give the goal a place to develop. Treat projections as scenarios.

Explore FIRE Retirement Dashboard
A closer look at the template
FIRE Retirement Dashboard product listing preview
finance

FIRE Retirement Dashboard

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For staking yield scenarios

Put the assumptions behind a yield calculation where you can see them.

A yield figure is a starting point for a question. Your inputs and assumptions make the scenario.

Crypto Staking Yield Calculator is a dedicated spreadsheet for modeling staking yields and tracking rewards. Use it when you want that calculation and record-keeping workflow in a focused place.

Work with current inputs, review the assumptions and revisit the scenario as those inputs change. Staking yields and actual rewards can vary; the template is a tool for organizing calculations and tracking, with the scope described in its listing.

  • Yield modelingExplore calculations using your chosen inputs.
  • RewardsGive reward tracking a dedicated spreadsheet workflow.
  • AssumptionsReview the information behind the scenario you are exploring.

See the calculation clearly. Keep expectations tied to your assumptions.

Explore Crypto Staking Yield Calculator
A closer look at the template
Crypto Staking Yield Calculator product listing preview
finance

Crypto Staking Yield Calculator

View files, formats & current price
Choose the question first

Match your money question to the right spreadsheet.

Start where your attention already is. A focused template is easier to evaluate when you can name the job you want it to do.

For everyday planning, explore the budget and bill templates. For investment records, look at the dividend or staking workflow. For a longer horizon, review the FIRE dashboard.

You can begin with one need and one useful routine. Your first step can be as simple as gathering the information you want to understand.

Find my finance template
Chapter three · Your momentum

Turn the work ahead into a plan you can see.

An idea. A deadline. A task you want to finish. A habit you want to return to. Planning gives those intentions a visible home, and gives you a place to pick up the next step.

ProjectsGantt & KanbanPrioritiesTasksHabits
Explore planning templates
For projects with moving parts

See the work from the angle the moment needs.

Sometimes you need the sequence. Sometimes you need the status. Sometimes you need the priority.

Project Management Workspace combines task and project organization with Gantt, Kanban and priority planning views. It gives you several ways to look at the work you are organizing.

Use it when a project needs a clearer place for the tasks and the plan. Bring your information in, review the view that helps you understand the moment and choose the next work to move forward.

  • GanttReview the project through a timeline-oriented view.
  • KanbanLook at the work through a status-oriented view.
  • PrioritiesGive the order of attention a place in the plan.

Find a useful view. Give the next step your attention.

Explore Project Management Workspace
A closer look at the template
Project Management Workspace product listing preview
planning

Project Management Workspace

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For personal tasks & routines

Make your progress something you can return to.

There is a difference between remembering an intention and giving it a place in your day.

ADHD Task & Habit Planner offers a gamified spreadsheet approach to tracking tasks, habits and progress. Explore it if that style of organization appeals to you and fits the way you want to plan.

Give the tasks and habits you choose a visible home. Return to the workflow, update your information and look at the progress you are recording. Keep the routine focused on what is useful for you.

  • TasksOrganize the things you want to work on.
  • HabitsGive recurring intentions a place in the routine.
  • ProgressUse a gamified approach to tracking what you do.

Choose a planning style you want to open again.

Explore ADHD Task & Habit Planner
A closer look at the template
ADHD Task & Habit Planner product listing preview
planning

ADHD Task & Habit Planner

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The power of returning

A useful system is one you come back to.

A template gives you a structure. Your routine brings it into your day. Keep the first review small enough to do, and useful enough to repeat.

01 · OPEN

Return to the same place.

Use your chosen template as the home for one specific workflow. Give yourself an easy point of return.

02 · UPDATE

Add what has changed.

Bring in the latest records, task details or planning inputs. Work with the information that matters now.

03 · REVIEW

Ask one useful question.

Choose what you want to understand today. Keep the review connected to the template's purpose.

04 · MOVE

Pick the next step.

Finish the review with a decision, an action or a clearer question. Then return when the workflow needs you again.

Familiar format. Focused purpose.

Your information. A useful structure. A clearer next move.

Make the picture personal.

Your records, your costs, your tasks and your assumptions give the template meaning. A focused layout becomes a place for the details of your actual day.

Work through the details.

Spreadsheets give information a visible structure. Choose a product whose layouts and calculations match the way you want to review that information.

Give the workflow a routine.

A monthly budget review feels different from preparing a project plan. Choose a template around the job, then decide when you want to return to it.

Many listings include Excel and Google Sheets formats. Check the specific product for the files and software you need.

Explore the collection
The value of a starting structure

Get past the part where you are still deciding how to begin.

Before a spreadsheet can help you, you have to decide what belongs in it. What to track. How the pieces relate. Which view helps you understand the work.

A template gives you a starting structure around a defined purpose. That is the part you are choosing: a place to begin the workflow, populated with your own information.

Look for the template that already speaks the language of the problem in front of you. Recipe costs. Recurring bills. Client opportunities. Project priorities. Specific work deserves a specific starting point.

Your selection guide

Tell us the job. Find your starting point.

Use the need that feels most familiar. Follow the link to inspect the actual listing, previews and included files.

Match your workflow to a ProFormaGRID spreadsheet template
I want to…Explore this template
Bring business expenses and records togetherSmall Business Bookkeeping
Work through product prices and feesEtsy Pricing & Profit Calculator
See the costs behind my recipesBakery Recipe Costing
Organize leads, clients and opportunitiesClient CRM & Sales Pipeline
Plan cleaning jobs, quotes and routesCleaning Business Route & Profit
Organize monthly and annual money plansZero-Based Budget Planner
Review recurring bills and subscriptionsBill & Subscription Tracker
Track dividend holdings and reinvestment plansDividend Portfolio Tracker
Explore financial independence scenariosFIRE Retirement Dashboard
Model staking yields and track rewardsCrypto Staking Yield Calculator
Organize a project with multiple viewsProject Management Workspace
Track personal tasks, habits and progressADHD Task & Habit Planner
Let us make the choice clearer

The questions you might still be asking.

“Will I actually use it?”

Choose a job that already shows up in your life. A recurring bill review, a product pricing decision or a project planning session gives the template a natural place in your routine. Start with that real need.

Match a template to my need →

“Which one should I buy first?”

Begin with the workflow that needs attention now. You can inspect each template individually, review its scope and make a focused first choice. One relevant starting point is enough to begin.

Compare the templates →

“Will it fit the way I work?”

Use the product previews and description to check the fit. Picture your own records or tasks in the layout. Confirm the included format and software requirements before purchasing.

Inspect the listings →

“What if I have a question?”

Ask through Etsy Messages from the shop page before buying. Name the product and explain the detail you want to understand. A specific question is a good way to make a more confident choice.

Open the shop →

“What makes it worth choosing?”

The fit between the structure and the work. Look at the records, views and calculations described in the listing. Choose the starting point you would be glad to have when the next review comes around.

Look at what matters →

“Am I ready to start?”

You can begin by naming the question, gathering the information and choosing the workflow. Follow the product's instructions and bring your own details into the template at a pace that works for you.

See the next steps →
A FEW STEPS TO YOUR NEXT MOVE

Find it. Make it yours. Put it to work.

01

Find your starting point.

Search by the job you want to do, explore a collection, and review each template’s automated features and formats.

02

Pay securely by card.

Add templates to your cart and check out with Visa, Mastercard, Amex, Apple Pay, or Google Pay via Stripe, or buy on Etsy.

03

Download instantly.

Get immediate access to your ready-to-use Microsoft Excel (.xlsx) workbook and Google Sheets copy link.

Find your next template ↗
Make the first session count

Your first useful review starts with a small, clear purpose.

Gather the information.

Bring the records or planning details relevant to your chosen template. A first review has a clearer direction when you know what you want to put into the workflow.

Follow the instructions.

Review the files and instructions supplied with the product. Understand the layout and setup before adding or changing information.

Work on one real question.

Choose a current need: review a price, organize a month, look at a project. Use that question to guide your first session and your next step.

A useful beginning can be simple. Give one workflow your attention.

Find the right beginning
A LITTLE CLARITY BEFORE YOU CHOOSE

Good questions deserve clear answers.

Can I pay by credit card directly on ProFormaGRID.com?

Yes! You can add templates to your cart and check out securely via Stripe using any major credit card, debit card, Apple Pay, or Google Pay, or purchase through our official Etsy shop.

What spreadsheet software do these templates work with?

Our spreadsheet templates are built for both Microsoft Excel (.xlsx) on Windows/Mac and Google Sheets in any browser.

Are ProFormaGRID templates a one-time purchase?

Yes. Every template is a 100% one-time purchase ($1.99 to $34.99 USD) with lifetime personal or internal business use and zero monthly subscription fees.

How do I receive my files after payment?

Immediately after payment confirmation, your private order page provides one-click download links for your Excel workbook and Google Sheets setup PDF.

Explore all FAQs →
A confident choice

Know what you are choosing before you click buy.

The best choice is the template whose purpose fits your need and whose files fit your setup. Give yourself a clear view of both.

Open the listing, look through the previews and read the description. Check the software requirements and purchase terms. If a detail matters to your workflow, ask about it.

Then choose with a clear understanding of the product you are bringing into your day.

Review the collection
Bring it back to your day

Think about the next time this question comes up.

The next pricing decision. The next monthly money review. The next project you want to move forward.

Picture opening a focused place for that work. Adding the latest information. Seeing the details together. Choosing a next step.

That is a useful reason to start.

Your next review deserves a place to begin.

Find my template
Your next move starts here

Give the work that matters
a place to come together.

Your business. Your money. Your plans. Choose a spreadsheet template around the question you want to answer—and make the next review a little clearer.

Find my template Visit the ProFormaGRID Etsy shop ↗

Excel & Google Sheets templates · Instant digital download · Secure checkout.