Products
Personal Finance Dashboard
Most people don't have a spending problem — they have a visibility problem. The Personal Finance Dashboard turns raw transactions into a clear picture of where your money actually goes, in about ten minutes of setup.
Enter or paste your transactions once; categories, monthly charts, savings rate and budget alerts update themselves. It works identically in Google Sheets and Microsoft Excel.
KEY FEATURES
- Auto-categorizing expense tracker
- Budget vs. actual with alerts
- 12-month trends & savings goals
- Step-by-step guide & sample data included
WHAT'S INCLUDED
- KPI panel: income, spending, savings rate at a glance
- Auto-categorizing transaction log with dropdown categories
- Budget vs. actual tracker with over-budget highlighting
- 12-month trend charts and savings goal planner
- Google Sheets link + Excel .xlsx file
- Pre-filled sample data (plus a blank version)
- 5-minute setup guide + in-file instructions
- Lifetime free updates
Format: Google Sheets + Excel (.xlsx). Instant download. 30-day money-back guarantee.
Small Business Invoice Kit
A one-person business should look like an agency. The Invoice Kit gives you five clean, print-ready invoice layouts that calculate totals, tax and discounts for you — no more mental math or "sorry, let me resend a corrected invoice".
Pick a design, fill in your line items, and export a PDF in seconds. The built-in client list and payment tracker tell you who owes you what, at any moment.
KEY FEATURES
- 5 invoice designs + receipt template
- Auto totals, tax & discount fields
- Client list & payment tracker
- Print-ready & PDF export friendly
WHAT'S INCLUDED
- 5 invoice designs + 1 receipt template
- Automatic subtotal, tax, discount and total fields
- Client database with invoice history per client
- Payment status tracker (paid / pending / overdue)
- Google Sheets link + Excel .xlsx file
- Instructions for PDF export and printing
- Lifetime free updates
Format: Google Sheets + Excel (.xlsx). Instant download. 30-day money-back guarantee.
Social Media Content Calendar
Creators who post consistently win — and consistency comes from batching, not motivation. This calendar turns "what should I post today?" into a 20-minute Sunday session.
Schedule a month of posts across Instagram, TikTok, X, LinkedIn and YouTube in one grid, pull ideas from the built-in caption bank, and track what actually performed at the end of each month.
KEY FEATURES
- Drag-friendly posting scheduler
- Caption bank & hashtag library
- Performance tracker per platform
- Works for IG, TikTok, X, LinkedIn, YT
WHAT'S INCLUDED
- Month-view posting grid for 5 platforms
- Caption bank with 50 proven post hooks
- Hashtag library organized by niche
- Monthly performance tracker per platform
- Google Sheets link + Excel .xlsx file
- Quick-start guide and batch-planning checklist
- Lifetime free updates
Format: Google Sheets + Excel (.xlsx). Instant download. 30-day money-back guarantee.
Project & Task Tracker
Most teams don't need a full project-management SaaS — they need one honest view of what is happening. This tracker gives you Gantt timelines, task ownership and status without the monthly subscription.
Add tasks with owners and dates; the timeline draws itself. Filter by status, check workload across teammates, and never let a milestone slip past quietly again.
KEY FEATURES
- Gantt-style timeline auto-drawn
- Task status board with filters
- Workload overview per teammate
- Milestone & deadline reminders
WHAT'S INCLUDED
- Task board with status filters (todo / doing / done / blocked)
- Auto-drawn Gantt-style timeline from start and end dates
- Workload overview showing tasks per teammate
- Milestone list with deadline highlighting
- Google Sheets link + Excel .xlsx file
- Written setup guide and a sample project pre-filled
- Lifetime free updates
Format: Google Sheets + Excel (.xlsx). Instant download. 30-day money-back guarantee.
Wedding & Event Planner
Wedding planning is dozens of spreadsheets, vendor emails and a budget that quietly slips. This planner puts the guest list, RSVPs, vendor payments and budget in one calm place — the same system professional planners charge thousands to run.
Start 12 months out with the countdown checklist, track every vendor deposit and final payment, and watch budget vs. actual per category so there are no surprises on the day.
KEY FEATURES
- Guest list, RSVP & seating planner
- Vendor tracker with payment schedule
- Budget vs. actual for every category
- Countdown checklist from 12 months out
WHAT'S INCLUDED
- Guest list with RSVP status, plus-one and meal tracking
- Seating planner by table
- Vendor tracker with deposit / final payment schedule
- Budget vs. actual for 15 wedding categories
- 12-month countdown checklist, week by week
- Google Sheets link + Excel .xlsx file
- Pre-filled sample wedding so you can see it working
- Lifetime free updates
Format: Google Sheets + Excel (.xlsx). Instant download. 30-day money-back guarantee.
Habit & Goal Tracker
Motivation fades; visible streaks don't. This tracker turns your habits into a simple grid where every completed day is a small win you can see — the same mechanism behind every successful habit app, minus the subscription.
Track up to ten habits per week, watch streaks build, set milestone goals with progress bars, and close each month with a two-minute reflection log.
KEY FEATURES
- Weekly grid with streak counters
- Goal milestones & progress bars
- Mood & wellness reflection log
- Print-friendly monthly summary
WHAT'S INCLUDED
- Weekly habit grid (up to 10 habits) with auto streaks
- Goal milestones with progress bars
- Mood and wellness reflection log
- Print-friendly monthly summary page
- Google Sheets link + Excel .xlsx file
- A blank version + a filled example week
- Lifetime free updates
Format: Google Sheets + Excel (.xlsx). Instant download. 30-day money-back guarantee.
The Everything Bundle
Get every FormulaMill template in one purchase — and every template we release in the future, free.
The Everything Bundle includes all six ready-to-use spreadsheets, each in both Google Sheets and Excel:
- Personal Finance Dashboard — auto-categorizing budget & savings dashboard
- Small Business Invoice Kit — 5 invoice designs + client & payment tracker
- Social Media Content Calendar — month planner + caption bank + hashtag library
- Project & Task Tracker — auto Gantt timeline + workload overview
- Wedding & Event Planner — guest list, vendors, budget & 12-month checklist
- Habit & Goal Tracker — weekly grids, streaks, goals & reflection log
WHY THE BUNDLE
- One payment, yours forever — including all future templates at no extra cost
- Each template is a Google Sheets link + Excel .xlsx file
- Priority email support (support@formulamill.com)
- Lifetime free updates on everything
Format: Google Sheets + Excel (.xlsx). Instant download. 30-day money-back guarantee.