Quick viewVendor: PlanoNest
Bi Weekly Money Manager Spreadsheet Excel | PlanoraNest Template$1.00
4.7 / 5.0 (3) total reviews
Instant digital deliveryOne-time purchase — yours foreverSecure checkout powered by Stripe14-day refund policyLoved by budgeters, freelancers, and small teams
Instant digital deliveryOne-time purchase — yours foreverSecure checkout powered by Stripe14-day refund policyLoved by budgeters, freelancers, and small teams
Instant digital deliveryOne-time purchase — yours foreverSecure checkout powered by Stripe14-day refund policyLoved by budgeters, freelancers, and small teams
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Vendor: PlanoNest
Investment Tracking Excel Template | PlanoraNest Template
4.7 / 5.0 (3) total reviews
$1.00
Excel
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Quick viewQuick viewVendor: PlanoNest
Equity Line Of Credit Calculator Spreadsheet Excel Template | PlanoraNest Template$1.00
4.7 / 5.0 (3) total reviews
Quick viewQuick viewThis excel spreadsheet investment tracking simple from PlanoraNest gives you a ready-to-use workbook with Account1, Summary, and Help sheets. Pre-labeled rows, sensible formulas, and a layout you can open and start editing in minutes.
Works in Excel, Google Sheets, and WPS. One-time purchase at $1 (regularly $1), instant download, no subscription.
Who it's for
- Small business owners and freelancers planning monthly income and expenses.
- Bookkeepers preparing annual forecasts without enterprise accounting software.
- Teams that want Jan–Dec columns with automatic totals instead of blank grids.
What's in the workbook
5 sheets — start with Start Here:
| Sheet | What it does |
|---|---|
| Start Here | Quick-start guide with worksheet overview, setup tips, and navigation to the main sheets. |
| Account1 | Investment Tracker - [Account Nickname]. Key fields: Date, Amount Invested, Total Value, Total Invested, Total Gain (Loss), Total % Gain(Loss), and more. |
| Summary | Account1. Key fields: Tab Name, Total Invested, Total Value, Gain (Loss), % Gain (Loss), XIRR. |
| Help | Includes rows for Help, About This Template, Instructions, Additional Help, Related Calculators & Templates. |
| About | Template attribution, license notes, and PlanoraNest link. |
Key features
- Multiple worksheets: Account1, Summary, Help — use the sheet that matches your workflow.
- Built-in totals: Subtotals and summary rows calculate as you type.
- Editable labels: Rename categories, rows, and headers to match your process.
- Print-friendly: Clean spacing and headings suitable for PDF or paper copies.
Preview
Screenshots from the actual template:
Start Here
Account1 sheet
Summary sheet
Help sheet
About
How to use
- Open Start Here for navigation tips and setup notes.
- Work on Account1 (and Summary if needed) — replace sample labels with your own items.
- Enter your dates, amounts, or names in the editable cells; totals update automatically.
- Review summary or total rows at the bottom of each sheet before sharing or printing.
Works with
- Microsoft Excel (desktop & web)
- Google Sheets
- WPS Office
- LibreOffice Calc
One-time purchase · $1 USD (regularly $1) · Instant download · No account required to use the file after purchase.
Frequently asked questions
How it works
1. Purchase
Browse our shop and pick the templates that fit your needs — from business planners to productivity trackers.
2. Access
Since our products are digital, you'll receive immediate access after your purchase completes.
3. Use
Open your template in Google Sheets, Excel, or Notion and start using it right away with our included instructions.
Chris Mueller
Freelance consultant
Verified purchaseStraightforward setup, fair price
Not an Excel power user, but the Start Here guide made setup obvious. I customized dropdowns, replaced sample data on Start Here, and started tracking work the same day. One-time purchase was worth it.
Priya Nair
Operations manager
Verified purchaseAccount1 saved our team time
Our team uses the Account1 sheet weekly. Investment Tracker - [Account Nickname]. Key fields: Date, Amount Invested, Total Value, Total Invested, Total Gain (Loss), Total % Gain(Loss), and more. For $3.9 it beat the free templates we tried — fewer broken totals and a clearer layout.
Marcus Webb
Small business owner
Verified purchaseExactly what I needed for Start Here
I needed a practical excel spreadsheet investment tracking simple without rebuilding formulas from scratch. The Start Here sheet already had the rows I use — Start Here. I renamed a few labels, entered last month's numbers, and had a working version the same afternoon. Opened it in Google Sheets and everything calculated correctly.