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How to Use These Templates:
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Thank you for downloading HubSpot's Financial Planning Templates! Use these spreadsheets to plan your finances, from tracking spending to calculating profit.

Here's how to use each template:

Personal Finances Template: Track your income, expenses, and savings all in one place to get a clear view of your financial health.

Spending Allocation Template: Automatically allocate your income across essential categories based on preset percentages and keep your spending on track.

Financial Projection Template: Plan for future financial outcomes by forecasting your income, expenses, and savings over time.

Profit & Loss (P&L) Statement: Monitor your business’s profitability by tracking revenue, costs, and net income.

Cash Flow Statement: Visualize how money flows in and out of your accounts to manage liquidity effectively.

Balance Sheet: Summarize your assets, liabilities, and equity to assess your overall financial position.

Stock Portfolio Tracker: Keep tabs on your investments by tracking stock prices, gains/losses, and portfolio performance.
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Financial Planning Templates
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Free HubSpot Software for Businesses
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Manage client relationships and streamline planning with
HubSpot’s free CRM software.
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Get Started Free
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