Free Personal Finance Statement Templates for Excel & Google Sheets
Download professional, fun, and creative personal finance statement templates. All templates are compatible with Excel and Google Sheets. Enhance with AI-powered automation using SheetXAI.
Personal Finance Statement
Comprehensive personal finance statement template tracking assets, liabilities, net worth, income, and expenses.
- Assets tracking
- Liabilities tracking
- Net worth calculation
Perfect for: Personal financial planning
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Detailed Personal Finance Statement
Detailed personal finance template with asset breakdowns, debt tracking, savings rate, and debt-to-income ratio calculations.
- Detailed asset breakdown
- Debt categorization
- Savings rate calculation
Perfect for: Detailed financial tracking
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Simple Personal Finance Statement
Simple and clean personal finance template. Easy to use for tracking assets, liabilities, and net worth.
- Simple layout
- Essential sections
- Easy to use
Perfect for: Basic personal finance tracking
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Monthly Personal Finance Statement
Monthly personal finance template with 12 months of tracking, net worth trends, and savings rate monitoring.
- 12-month tracking
- Net worth trends
- Monthly savings rate
Perfect for: Monthly financial tracking
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Colorful Personal Finance Statement
Fun and colorful personal finance template with bright colors and playful design. Makes financial tracking engaging!
- Bright colors
- Playful design
- Engaging visuals
Perfect for: Engaging personal finance tracking
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Creative Personal Finance Statement
Artistically designed personal finance template with unique layout and creative visual elements. Stand out with style.
- Creative design
- Unique layout
- Artistic color scheme
Perfect for: Creative financial tracking
Download TemplateAutomate Your Personal Finance Statements with SheetXAI
Use SheetXAI to automatically track your net worth, analyze spending patterns, calculate savings rates, and generate financial reports.
Everything you need to
know about SheetXAI
When you use our credits, you're accessing AI models through our API keys. Credits are consumed based on this simple formula:
Base cost × Model cost = Total credits used
Different operations have different base costs:
- - Chatbot operations have a base cost of 5 credits per operation the agent performs
- - Cell-by-cell operations (SAI commands) have a base cost of 1 credit
- - Deep analysis operations (typically when you need an analysis report on something) have a base cost of 2 credits + 0.1 credits per row analyzed (with bulk discounts after 1000 rows)
The model cost varies depending on which AI model you choose. Lighter models like GPT-4o mini are cheaper (this one is exactly 2 credits), while more powerful models like Claude Sonnet cost more.
Examples:
- - Chatbot operation with GPT-4o mini: 5 × 2 = 10 credits per operation
- - SAI command with GPT-4o mini: 1 × 2 = 2 credits per row
- - Deep analysis of 100 rows with GPT-4o mini: (2 + 10) × 2 = 24 credits
- - Chatbot operation with Claude Sonnet: 5 × 5 = 25 credits per operation
Important notes about credits:
- - Operations like creating pivot tables or marking many rows count as ONE operation, not per row
- - If you have a sheet with 1 million rows and ask the AI to delete all rows that are blank, that still counts as 1 operation
- - Deep analysis operations get bulk discounts for large datasets (over 1000 rows)
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