All-in-One Financial Toolkit
$24.99
Four auto-calculating tools in one download — budget, bookkeeping, debt payoff and a 30-day money checklist. Saves $8 versus buying separately.
Lumio.financial tools
Small Business Bookkeeping
$12.99
Turn a simple income/expense ledger into an auto-generated Profit & Loss statement. No accountant required — and the calculation sheets are locked, so a typo cannot break your books.
Instant digital download · Secure card payment · 14-day refund policy
About this template
Includes a managed chart of accounts and drop-down account selection, so your books stay consistent from month one.
Most freelancers only find out whether they made money at tax time. Log each transaction once and the monthly summary, profit margin and P&L build themselves — in a file that never leaves your computer and needs no subscription.
What's included
- 1 × .xlsx template (auto-calculating, no macros)
- Auto-generated Profit & Loss statement
- Monthly summary with profit margin breakdown
- Managed chart of accounts + drop-down selection
- Locked calculation sheets — only the input cells are editable
- Works in Excel, Google Sheets and Numbers · instant download
Before you buy
- Digital product — nothing is shipped. You receive a download link immediately after payment.
- Requires Microsoft Excel, Google Sheets or Numbers. No macros, nothing to install.
- Education, not financial advice.
- 14-day refund policy — see Refund Policy.
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Monthly Budget Planner
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An auto-calculating Excel budget that links your transaction log to a live dashboard — totals, net balance and savings rate update as you type. The calculation sheets are locked, so a slipped keystroke cannot break your totals.
Debt Payoff Toolkit
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Up to six debts, each with its own interest rate. One extra monthly payment goes to the right debt automatically — and when one is cleared, its payment rolls onto the next. See the exact month you become debt-free.
Financial Literacy Worksheet Pack
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Ten print-and-go worksheets that get students doing the money math — plus a full teacher answer key. Grades 6–12.