BundleSmall Business System
Proposals, invoices, SOPs, client portal, onboarding, and CRM in one organized system. Everything a small business needs to run client work from first hello to done.
6 tools — $127 value, $39 bundle — save $88
Bundle
Finance Bundle
Five complete finance tools in one bundle: the Net Worth Tracker Spreadsheet, the Zero-Based Budget Spreadsheet, the Expense Tracker Spreadsheet, the Debt Payoff Spreadsheet — four .xlsx workbooks that open in Excel, Google Sheets and Numbers — and the printable Savings Goal Tracker PDF. A full money system for one price.
Get 5 tools worth $67 for $29 — save $38.
$29
Get this template ↗Secure Stripe checkout · Delivered by email · Yours to keep
Made for: Families, Small Business Owners
Style: Minimalist
Before you buy
See the actual product.
- 7 real previews shown on this page
- Secure Stripe checkout
- Digital files delivered by email
- Keep and reuse your files
The previews on this page come from the product you’re considering.
Real file previews
Preview 7 sample views before checkout.
What’s inside
5 tools, named and formatted.
Every file in this bundle, with what it does and what it opens in.
Net Worth Tracker Spreadsheet
Spreadsheet (.xlsx)One snapshot a month of what you own minus what you owe: assets, liabilities, the change since last month and a trend sheet that shows the direction you are heading.
Works in Excel, Google Sheets, Numbers
Zero-Based Budget Spreadsheet
Spreadsheet (.xlsx)Give every dollar a job before the month starts — planned against actual in each category, with the over/under and the money still left to assign worked out for you.
Works in Excel, Google Sheets, Numbers
Expense Tracker Spreadsheet
Spreadsheet (.xlsx)Log what actually leaves your account by category, and a monthly summary compares each category with the budget you set.
Works in Excel, Google Sheets, Numbers
Debt Payoff Spreadsheet
Spreadsheet (.xlsx)Up to six debts, avalanche or snowball order, and a month-by-month payoff plan that rolls a cleared payment into the next debt and dates your debt-free month.
Works in Excel, Google Sheets, Numbers
Savings Goal Tracker
Printable PDFSave toward a specific goal with a printable 12-month plan you fill in by hand — print it, write the deposits down, keep it where you will see it.
How it works
Buy it. Get it. Put it to work.
1. Checkout securely.
Complete your purchase through Stripe.
2. Check your email.
Your digital files are delivered to the email used at checkout.
3. Start using it.
Open your files and make the system your own.
Works well together
Keep building your bundles system.
Three related options from the same part of the Templi-fy collection.
Bundle
BundleWedding Planner Bundle
The whole wedding in one system — planner, budget, guest list, timeline, vendors, and seating chart. Six tools that keep every detail on track, from the first date to the last dance.
6 tools — $69 value, $39 bundle — save $30
BundleFitness Bundle
The whole fitness & wellness routine in one kit — workout log, running log, macro tracker, water tracker, weight loss planner, and self-care planner. Six tools that keep every workout, meal, and refill on track, from first mile to full recovery.
6 tools — $50 value, $29 bundle — save $21
Know exactly what happens after you buy.
This is a digital product; nothing physical will be shipped. Your files are delivered by email after checkout. If a file is missing, unreadable, defective, or not as described, contact support and we’ll make it right under our refund policy.