Take control of your clients’ finances with our Cash Flow Plan, a budgeting spreadsheet—designed to give a complete view of income, expenses, and cash flow over time. Features include:
Automatic totals for income, expenses, and net cash flow
Organized categories with customizable subcategories
Charts visualizing income vs. expenses and category breakdowns
Cash flow timeline to forecast future balances and manage a budget over time
Built-in 50/30/20 planning principals for smarter financial decisions
Real-time monthly spending and cash flow check to compare actual vs. planned
Tools to plan for emergency budgets and savings goals
Choose the version that fits your needs:
Standard Spreadsheet – Ready to use, simple, and effective.
Branded Spreadsheet – Tailored with your company's colors, fonts, and logo.
This tool is available for pre-order—be among the first to access it and secure a discounted price by ordering now!
Cash Flow Plan (Budgeting Spreadsheet)
Google Sheets (Spreadsheet)
Includes a Commercial License — You can use this spreadsheet with your coaching clients as part of your business. Redistribution, resale, or sharing outside of your client work is not permitted. See full Terms & Conditions for details.
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