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
Personal Financial Statement Excel Template Download | 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 personal financial statement excel template download from PlanoraNest gives you a ready-to-use workbook with Info, BalanceSheet, and Details sheets covering APPLICANT, Street Address, City/State/Zip. 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.
- Groups coordinating dates, names, and assignments on a shared sign-up or schedule sheet.
- Teams that want Jan–Dec columns with automatic totals instead of blank grids.
What's in the workbook
7 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. |
| Info | Personal Financial Statement. Sections include APPLICANT, Street Address, City/State/Zip, County, Since, and more. Key fields: Personal Financial Statement, DATE:. |
| BalanceSheet | Sections include Total Assets. Key fields: Personal Balance Sheet, As of:, 2015-07-16 00:00:00. |
| Details | Detailed Account Information. Sections include Schedule 2: Life Insurance, Schedule 3: Brokerage Accounts (Non-Retirement), Schedule 4: Individual Securities Owned, Schedule 5a: Real Estate Owned. Key fields: Company, Insured, Beneficiary, Face Value, Cash Value, Loans. |
| CashFlow | Personal Cash Flow Statement. Sections include Income, Total Inflows, OUTFLOWS, Payroll / Income Deductions. Key fields: INFLOWS, Last Year, Year to Date. |
| Help | Key fields: Go to File > Print. |
| About | Template attribution, license notes, and PlanoraNest link. |
Key features
- Multiple worksheets: Info, BalanceSheet, Details, CashFlow — 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
Info sheet
BalanceSheet sheet
Details sheet
CashFlow sheet
Help sheet
How to use
- Open Start Here for navigation tips and setup notes.
- Work on Info (and BalanceSheet 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.
Sarah Chen
Office administrator
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.
Chris Mueller
Freelance consultant
Verified purchaseInfo saved our team time
Our team uses the Info sheet weekly. Personal Financial Statement. Sections include APPLICANT, Street Address, City/State/Zip, County, Since, and more. Key fields: Personal Financial Statement, DATE:. For $3.9 it beat the free templates we tried — fewer broken totals and a clearer layout.
Priya Nair
Operations manager
Verified purchaseExactly what I needed for Start Here
I needed a practical personal financial statement excel template download 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.