Finance Planner for Creatives - Complete Edition
Finance Planner for Creatives - Complete Edition
The Complete Edition is designed for creatives who want the full picture — business and beyond. It builds on everything offered in the Starter and Plus Editions, adding powerful tools to help you plan, track, and reflect on your finances across every part of your life. From business income and expenses to personal budgeting, tax prep, and long-term goal setting — it’s all here.
Gain deeper insight into your financial health, make confident money decisions, and stay aligned with your bigger goals — all in one organized, easy-to-use spreadsheet system. Pay once, use forever.
Take full control of your finances with the most comprehensive edition of the Finance Planner—designed by a creative, for creatives who want to track, plan, and grow with confidence—built on everything offered in the Starter and Plus Editions.
What’s Included:
✔️ Track Taxable Income & Business Expenses
— Log itemized entries with structured tables and linked category/subcategory tagging
✔️ Customizable Dropdown Menus
— Tailor your tracker with editable subcategories, retailers, and payment methods
✔️ Dynamic Calendar Views
— See your income and expenses mapped by day, viewed in a yearly calendar, with highlighted high and low totals to help you spot trends at a glance.
✔️ Monthly, Yearly, & Cumulative Totals
— Monitor your finances over time with automatic monthly breakdowns, average monthly calculations, and running yearly totals
✔️ Built-in Sorting & Filtering
— Quickly find, sort, filter, and organize your entries for easy analysis
✔️ Planned Budgeting for Income & Expenses
— Set financial goals for each month and compare planned vs. actual totals side-by-side
✔️ Yearly Financial Summary Dashboard
— See the big picture with visual charts, category breakdowns, and comparison tables
✔️ Financial Health Highlight Section
— Instantly spot key insights like over/under performance and high/low category impacts
✔️ Dynamic Monthly Summaries
— View monthly income and expenses at a glance with rolling totals, averages, and category breakdowns
✔️ Profit & Loss Statements
— Automatically generate P&L reports to track your business performance with clarity and precision
✔️ Track Non-Taxable Income & Personal Expenses
— Get a full picture of your financial health, not just your business
✔️ Tax Estimation Sheet
— Estimate what you may owe in taxes so you can prepare ahead with confidence
✔️ Goal Setting & Tracking Tools
— Plan and visualize both short- and long-term goals with dedicated tools that keep you aligned and motivated
✔️ Designed for a Holistic View of Your Finances
— Seamlessly track all areas of your money life in one intuitive, structured system
✔️ Printable & Shareable with Your Accountant
— Export clear summaries and reports when it’s time to file or meet with a financial professional
✔️ No App Required
— Set up in Google Sheets: no new downloads, no extra passwords, access from anywhere, anytime, and can even be used offline (with settings enabled)
🎉 Pay Once, Use Forever — No subscriptions or hidden fees
Option Comparison Chart
Not ready to buy?
Downgrade to the Starter Edition — perfect for getting the basics organized without the overwhelm. You’ll get essential tracking tools for income and expenses, customizable dropdowns, and dynamic calendar views to help you stay on top of your finances throughout the year. It’s free forever—no subscriptions, no strings attached.
Don’t need all the extras?
Scale back to the Plus Edition — perfect for creatives who want to focus solely on the business and skip the monthly summaries, forecasting, and accounting tools. You’ll still get planned budgeting, yearly summaries, and clear visual breakdowns. Pay once, use forever.
Disclaimer
This tool is built exclusively for use with Google Sheets and is not compatible with Microsoft Excel or other spreadsheet software. Some features may not display or function properly outside of the Google Sheets environment.
All sales are final. There are no refunds on digital purchases.
Terms of Use & Copyright
This finance planning tool, including its design, structure, formulas, layout, and associated materials, is the intellectual property of The Student Architect and is protected under applicable copyright laws.
By accessing or using this tool, you agree to the following terms:
This tool is provided for personal or internal business use only and may not be copied, shared, redistributed, or resold, in whole or in part, without explicit written permission.
You may customize and adapt the tool for your own use, but you may not distribute modified versions.
No warranties or guarantees are made regarding accuracy, completeness, or suitability for your specific financial situation. This tool is not a substitute for professional financial, tax, or legal advice.
Use of this tool is at your own discretion and risk. The Student Architect is not responsible for any losses or damages resulting from the use of this product.
