FinancialAha! is unclaimed —

FinancialAha!

Financial Planning Made Simple·financialaha.com

FinancialAha sells one-time-purchase spreadsheet templates for Google Sheets and Microsoft Excel covering personal budgeting, net worth tracking, retirement and FIRE planning, and business finance such as cash flow forecasting, P&L, bookkeeping, and industry-specific financial models. Templates and calculators run entirely inside the customer's own Google Sheets or Excel file, with no bank account connections and no recurring subscription. The catalog mixes free calculators and templates with paid individual templates and discounted bundles.

What it's for

Personal budgeting (monthly and annual)Net worth trackingRetirement planning and FIRE calculationsAnnual tax planningBusiness cash flow forecastingProfit & loss and balance sheet forecastingBusiness bookkeeping and AR/AP trackingPayroll and expense report trackingInvoicingInventory managementKPI dashboards and 5-year financial projectionsBreak-even analysis and sales forecastingBusiness valuationRental property and short-term rental investment analysisCommercial property underwritingMortgage amortization and comparisonConsultant/freelancer rate and capacity planning

Features 20

12-month cash flow, P&L, and balance sheet forecasting
5-year, three-statement financial projections
AR/AP aging and net cash position tracking
Automated formulas, no manual calculation needed
Break-even analysis with contribution margin modeling
Business valuation using DCF, EV multiples, and comparables
Google Sheets and Microsoft Excel compatibility
Industry-specific financial models (restaurant, e-commerce, SaaS, startup)
Inventory tracking with reorder alerts and valuation
Invoice generation and tracking with aging reports
KPI dashboards with attainment scoring
Monthly and annual budgeting dashboards
Multi-currency tax planning
Net worth tracking with historical charts
Payroll and pay stub generation
Rental property, STR, and commercial real estate underwriting
Retirement projections and FIRE calculators
Sales forecasting with trend and seasonality
Scenario analysis (best/expected/worst, lean/base/stretch)
Sensitivity tables and tornado charts

At a glance

free tierself-hostable

DeploymentHybrid

PlatformsWeb

LanguagesEnglish, German, Spanish, French, Portuguese, Italian, Arabic, Dutch, Chinese

Forindividuals managing personal finances, freelancers and consultants, small business owners, financial advisors, real estate investors, startup founders

CompanySegmio · 2022

Integrations

Google SheetsMicrosoft ExcelGoogle Drive

Pricing

All products are one-time purchases, not subscriptions. Paid templates are priced roughly $19-$59 each, with structured data on the site indicating an overall catalog price range of $0-$79 across offers. Some bundles state a dollar amount saved (e.g. 'Save $48', 'Save $72') rather than a total bundle price; the Complete Financial Planning Bundle is explicitly priced at $139.

Free Templates & CalculatorsFree

No purchase or account required.

43 free financial calculators; 2 free templates

Individual Spreadsheet TemplateQuote

One-time purchase, lifetime access, free future updates.

One template per purchase

Complete Financial Planning BundleQuote

One purchase, no subscription.

Bundle of 8 named templates

Bundles group multiple templates at a discount versus buying them individually (e.g. 'Save $48' on the Freelancer Bundle, 'Save $72' on the Business Planning Bundle).