Ready-Made Spreadsheet Templates

Built by a CFO

20+ years of senior finance experience

Excel & Google Sheets

Every template works in both

Instant Download

Use it the minute you buy

Lifetime Updates

Get every future improvement free

Ready-Made Spreadsheet Templates

Simple Excel & Google Sheets templates built by a financial strategist with 20+ years of experience. Rental property spreadsheets, BRRRR calculators, small business budget templates, and more. Plug in your numbers. Get instant clarity. Make confident decisions.

Try Before You Buy: Free Real Estate Calculators

Run the math on whether to rent or buy, and compare 3.5% down + PMI vs. 20% down, no email required.

Launch Free Calculators →

Real Estate Investor Templates

For investors who want to analyze deals, track portfolios, and build wealth with confidence.

Rental Property Analyzer

$29

Stop guessing – know your numbers before you buy.

  • 10-year cash flow projection
  • Cap rate & cash-on-cash return
  • 3-property comparison tool
  • ROI metrics dashboard
  • 147 built-in formulas

House Flip P&L Calculator

$29

See your profit before you swing a hammer.

  • Rehab budget modeling
  • Holding cost tracking
  • 70% rule verification
  • Live rehab expense tracker
  • Break-even analysis

BRRRR Strategy Calculator

$39

Model your BRRRR deal in minutes, not hours.

  • Full Buy-Rehab-Rent-Refinance-Repeat model
  • Refinance scenario analysis
  • 5-year complete projection
  • Cash-on-cash return through refinance
  • 69 built-in formulas

Rental Portfolio Tracker

$39

See your entire portfolio in one place.

  • Manage up to 20 properties
  • Portfolio-level metrics
  • Income tracking by property
  • Expense categorization
  • 209 built-in formulas

Landlord Tax Deduction Tracker

$29

Never miss a deduction again. Track every landlord write-off, all year long.

  • All major IRS landlord deduction categories
  • Monthly expense tracking with annual totals
  • IRS Schedule E mapping for easy filing
  • Deduction summary dashboard at a glance
  • Works for single or multiple properties

RE Investor Bundle – $99 (Save $66)

All 5 real estate templates in one package. The complete toolkit for serious investors.


Small Business Templates

For business owners who want to forecast cash flow, track expenses, and stay in control of their finances.

Small Business Annual Budget

$29

Take control of your business finances in 20 minutes.

  • Full 12-month budget template
  • Automatic P&L generation
  • Budget vs. actual comparison
  • Variance analysis
  • 285 built-in formulas

Cash Flow Forecasting Tool

$29

Never be surprised by a cash crunch again.

  • 12-month rolling forecast
  • 13-week detailed cash flow
  • Cash runway calculation
  • Best/worst case scenarios
  • 210 built-in formulas

Business Expense Tracker

$24

Never lose a business write-off again.

  • Year-round expense logging
  • Monthly summary reports
  • Tax-deductible classification
  • Tax prep summary report
  • 574 built-in formulas

Small Business Bundle – $59 (Save $23)

All 3 business templates together. The essential financial management toolkit for small business owners.


Trusted by business owners and asset managers

“Erin took a complex reporting process that used to eat up hours of my time and built a spreadsheet that now takes mere minutes to update. What used to be one of the most tedious parts of my week is now practically effortless. She understood exactly what I needed and delivered a solution that just works.”

Mark Dally

Founder, Asset Accountant

“Simply Spreadsheets transformed how we manage our finances. Erin took our budgeting and cash flow processes and turned them into clear, organized systems that actually make sense. The value she brings is consistent. I’d recommend her to any business owner looking to get a real handle on their numbers.”

Joe Whitehead, Esq.

Owner, GC Counsel

Complete Bundle – All 8 Templates

$139 $247

Save $108 – every real estate and business template in one package. The ultimate toolkit for entrepreneurs managing both investments and a business.


Why Simply Spreadsheets?

Built by a Financial Strategist

Not a random Etsy template. These are built by someone with 20+ years of experience in finance and real estate.

Plug and Play

Blue-highlighted input cells show you exactly where to enter your numbers. Every formula is already built – just fill in the blanks.

Works in Excel & Google Sheets

Download as .xlsx and use in Microsoft Excel or upload directly to Google Sheets. No special software needed.


Ready to get started?

Ready to get started? Browse the templates above and click Buy Now to purchase instantly. Have a question first?

7-Day Money-Back Guarantee

If a template doesn’t work for your situation, email us within 7 days and we’ll refund every cent. No questions, no forms. We want you to actually use the tool, not just buy it.

A Peek Inside the Templates

Professional-grade spreadsheets, the same tools I use with real clients. Here is a look at what you actually get.

Small Business & Finance

5-Year P&L Trend AnalysisSpot margin and growth trends at a glance, with live charts.
Small Business Annual BudgetPlan the year and track actuals against your plan, month by month.
12-Month Financial ForecastProject revenue, costs, and profit, and test best and worst cases.
Cash Flow Forecasting ToolSee tight months coming with a clear, week-by-week cash view.
Business Expense TrackerCategorize spending and keep clean, tax-ready records all year.
Income & Expense TrackerEvery dollar in and out, with automatic monthly and annual totals.

Real Estate Investors

Rental Property AnalyzerEvaluate any deal: cash flow, cap rate, and cash-on-cash return.
BRRRR Strategy CalculatorModel buy, rehab, rent, refinance, and the cash you leave in.
House Flip P&L CalculatorProject flip profit from purchase through rehab to sale.
Rental Portfolio TrackerTrack every property and your whole portfolio in one place.
Landlord Tax Deduction TrackerCapture every deductible expense by property, ready for tax time.

Not Sure Where to Start? Grab a Free Checklist

Download our free Rental Property Quick Analysis Checklist — a one-page printable tool to evaluate any investment property in minutes. No purchase necessary.