CalcWise
CalcWiseFinancial Tools
Premium Financial Tool🔥 Launch Pricing — First 50 Buyers

Your complete financial
planning system

Seven professional worksheets that work together to give you total clarity over your money. Budget tracking, net worth monitoring, debt payoff strategies, retirement projections, and investment tracking — all in one spreadsheet.

Instant download after purchase. Works with Excel, Google Sheets, and Numbers.

7 Professional Worksheets

Everything you need in one spreadsheet

Monthly Budget Planner

Track income and expenses with auto-calculated summaries, savings rate, and 50/30/20 rule targets. See exactly where your money goes each month.

Net Worth Tracker

Monitor all your assets and liabilities in one place. Includes a 12-month history tracker so you can watch your net worth grow over time.

Debt Payoff Planner

Enter all your debts and see both Snowball and Avalanche payoff strategies ranked automatically. Includes an extra payment calculator.

Retirement Projection

See your projected savings at ages 55, 60, and 65 based on your current contributions. Includes 4% Rule income estimates for each milestone.

Investment Portfolio Tracker

Track every holding across all accounts with gain/loss analysis, cost basis tracking, and target allocation percentages.

Emergency Fund Calculator

Calculate your personalized emergency fund target based on actual monthly expenses. Track your progress and see exactly how many months until you reach your goal.

Financial Goals Dashboard

Set custom goals (home down payment, vacation, business fund) and track progress. Pulls data from other worksheets for a complete financial overview.

Built for real financial clarity

Every formula is pre-built. Every worksheet connects to the others. Just enter your numbers and see the full picture.

All formulas are pre-built — enter your numbers and everything calculates automatically
Worksheets reference each other — your Goals Dashboard pulls from Budget, Net Worth, and more
Professional formatting with clear labels, color-coded sections, and print-ready layouts
Works with Excel, Google Sheets, and Apple Numbers — use whatever you prefer
Includes both Snowball and Avalanche debt payoff strategies ranked automatically
Retirement projections at ages 55, 60, and 65 with 4% Rule income estimates
Monthly net worth history tracker to visualize your progress over time
50/30/20 budget rule targets calculated from your actual income

People are taking control of their finances

"I finally have a clear picture of where my money goes each month. The budget planner alone was worth it."

Sarah M.

Marketing Manager

"The debt payoff planner showed me I could be debt-free 2 years sooner by switching to the avalanche method."

James T.

Software Engineer

"Having all my financial data in one spreadsheet changed how I think about money. Highly recommend."

Priya K.

Small Business Owner

Start planning your financial future today

One spreadsheet. Seven worksheets. Complete financial clarity. For less than the cost of a single financial planning session.

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