Excel templates and automation

Excel templates that do the math for you

Colour-coded Excel files with the formulas, dashboards and checks already built. Type your numbers and get answers. Instant download, works in Excel and Google Sheets, no macros.

Tested before releaseEvery formula is checked against an independent calculation.
Start Here guideEach file opens with a one-page guide and sample data.
Excel and Google Sheets.xlsx for Excel 2016+ on Windows and Mac.
Help includedQuestions about your file? Email us, we reply fast.

Finance and loans

DSCR calculator Excel template, rental property tab
ExcelGoogle Sheets4 tabs

DSCR Calculator Template

Know before you apply: your DSCR, a pass or fail against your lender’s minimum, the largest loan you qualify for and the rent or income you need.

  • Rental (PITIA) and business loan tabs
  • Your own lender minimum, any number
  • Rate and loan size scenario grid
  • Stress test after vacancy and repairs
$29$19View template

Want to try first? Use the free online DSCR calculator.

Trucking and transport

Owner-operator trucking tracker Excel dashboard
ExcelGoogle Sheets9 tabs

Owner-Operator Trucking Tracker

Run your truck like a business: real cost per mile, profit per load, IFTA miles and per diem in one workbook, ready at tax time.

  • 16-number dashboard with monthly chart
  • Load Checker: good, thin or losing
  • Loads, expenses, per diem and maintenance logs
  • IFTA miles and fuel by state
$49$37View template

Sample data included, plus a blank copy for your year.

New templates are added every month. Next up: profit margin, invoice and inventory trackers.

Need a template we don’t have?

Tell us what you track and how you work. We build it for you, tested and with a guide, from $149 for changes to an existing file and $499 for a new build.

Request a custom templateSee custom work

Template questions

How do I get my file after paying?

The download link appears on the order page right after payment and is also emailed to you. You can download it up to 5 times within a year.

Do the templates work on Mac and in Google Sheets?

Yes. The files are .xlsx for Excel 2016 or newer on Windows and Mac, and they open in Google Sheets. There are no macros to enable.

Can I use a template for my clients or my team?

Each purchase is for one user or one business. For team or commercial use, contact us for a license.

What if the file does not work for me?

Email us within 14 days. We fix the problem, and if we cannot, we refund you in full. See our refund policy.

Can you change a template to fit my business?

Yes. Small changes start at $149 and are quoted before any work starts.