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Plan & Prosper planning templates catalog

129 spreadsheet templates (Excel / Google Sheets) and PDF planning guides, sold on Payhip. Prices in USD.

Disclosure: Plan & Prosper Templates is owned by the same publisher as this site; we earn money if you buy. Bulky Atlas city information is free and unaffected.

Small Business Bookkeeping & P&L Kit, $34: Log every income and expense transaction and get an automatic profit & loss by category, tax set-aside and monthly cash position.
Invoice Tracker & 13-Week Cash-Flow Forecaster, $39: Track invoices from sent to paid, see aging buckets and overdue flags, and forecast expected cash-in by due week.
Expense Receipt Log & Tax Category Organizer, $24: Capture business receipts with payment method, deductible %, and receipt-saved check so tax time is painless.
Quarterly Estimated Tax Planner for Freelancers, $29: Estimate quarterly tax set-asides from year-to-date profit using your own effective rate inputs, and track payments against each deadline.
Business Mileage Log with Reimbursement Calculator, $19: Log business trips with odometer readings or distance and calculate deductible/reimbursable mileage using a rate you enter.
Monthly Profit & Loss Dashboard (12-Month), $29: Enter monthly revenue, COGS and operating expense lines to see gross margin, operating profit and trend by month.
Break-Even & Contribution Margin Calculator, $24: Model products with price, variable cost and fixed cost allocation to find contribution margin and units needed to break even.
Product Pricing Calculator (Cost-Plus & Markup), $24: Price products from materials, labor, overhead and platform fees with a target margin - shows suggested retail and wholesale.
Cash Flow Forecast - 12 Week Rolling, $34: Plan weekly cash in and out by category and watch your projected ending balance with low-cash warnings.
Sales Tax Collected & Remittance Tracker, $24: Track taxable vs exempt sales, tax collected by jurisdiction and filing period, and amounts remitted.
Freelancer & Agency CRM + Sales Pipeline, $39: Track leads through pipeline stages with deal value, win probability, weighted forecast and next follow-up dates.
Client Retainer & Hours Tracker, $29: Track monthly retainer clients, hours used vs.
Customer Database & Repeat Purchase Tracker, $24: Keep a lightweight customer list with lifetime value, order count, last purchase date and win-back flags.
Quote & Proposal Tracker, $24: Log every quote sent, follow-up status, acceptance and conversion rate by service type.
Sales Commission Calculator, $29: Calculate rep commissions with tiered rates, spiffs and payout status by period.
Inventory & Reorder Point Kit, $39: Track stock on hand, average daily usage, lead time and safety stock; flags items to reorder with suggested order quantity.
Reseller Profit Tracker (Thrift & Flip), $24: Track sourcing cost, listing platform, sale price, fees and shipping to see true profit, ROI and days-to-sell per item.
Handmade Shop Order Tracker, $24: Track orders from paid to shipped with production deadlines, materials cost, fees and per-order profit.
Purchase Order Log & Supplier Tracker, $24: Log purchase orders, expected vs received dates, on-time delivery and spend by supplier.
Ecommerce Product Profitability (Unit Economics), $34: See true profit per SKU after COGS, shipping, payment/marketplace fees, ad spend and returns.
Wholesale Order & Stockist Tracker, $29: Manage wholesale accounts, minimum order checks, order totals, payment terms and reorder timing.
Short-Term Rental Host Toolkit, $39: Track bookings by platform with nightly rate, cleaning fees, platform fees and payout to get occupancy, ADR, RevPAR and net income.
STR Cleaning & Turnover Scheduler, $24: Schedule cleanings between stays, track cleaner assignments, cost, supplies restock and inspection results.
Rental Property Expense & Schedule-E Style Organizer, $29: Organize rental income and expenses by property and category for a clean year-end summary for your tax preparer.
Rental Property Deal Analyzer (Cash-on-Cash & Cap Rate), $34: Compare potential rental purchases on cap rate, cash flow, cash-on-cash return and DSCR using your own assumptions.
Hiring Pipeline & Applicant Tracker, $34: Track candidates per open role through screening, interviews and offer with scorecards, source tracking and time-to-hire.
Employee Onboarding Checklist Tracker, $29: Assign onboarding tasks to owners with due dates relative to start date and track completion per new hire.
PTO & Time-Off Tracker for Small Teams, $24: Track vacation, sick and personal days per employee against annual allowance with remaining balances.
Employee Shift Schedule & Labor Cost Planner, $29: Plan weekly shifts by role, calculate scheduled hours, overtime risk and labor cost vs.
Employee Training & Certification Matrix, $24: Track required trainings and certifications per employee with completion and expiry dates and renewal alerts.
Payroll Budget & Headcount Planner, $34: Plan headcount by department with salary, burden rate, start month and annualized cost for the year.
Small Business KPI Dashboard, $39: Enter weekly metrics (revenue, leads, conversion, AOV, CAC) and compare to targets with red/green status.
Project & Task Tracker with Gantt-Style Timeline, $29: Plan project tasks with owners, start/end dates, % complete, status and late flags.
OKR & Quarterly Goals Tracker, $24: Set objectives with measurable key results, baseline and target values, and auto-calculated progress.
Equipment Maintenance & Asset Register, $29: List business assets with purchase cost, service interval and next service due; tracks depreciation (straight-line).
SOP & Recurring Task Checklist, $24: Document recurring operating procedures with frequency, owner and last-done date; shows what is due today.
Contractor Job Costing & Bid Tracker, $34: Track each job's bid vs actual labor, materials and subs to see gross profit and margin per job.
Timesheet & Billable Hours Invoice Builder, $24: Log hours per client/project with rates; produces billable totals ready to copy into invoices.
Business Budget vs. Actual (Annual), $29: Set annual budget lines by category and log actual spending to see variance and % used, with overspend alerts.
Business Startup Cost Calculator, $24: List one-time and monthly startup costs with priority and funding source to see total capital needed and months of runway.
Software Subscription & SaaS Spend Tracker, $19: Inventory every business subscription with cost, billing cycle, renewal date, owner and keep/cancel decision.
Business Loan & Debt Payoff Planner, $29: List business debts with balance, APR and payment; estimates payoff months and total interest and ranks avalanche order.
Content Calendar & Social Media Planner, $24: Plan posts by channel, pillar and status with publish dates, and track engagement per post.
Ad Spend & ROAS Tracker, $29: Log campaigns by platform with spend, clicks, conversions and revenue to compute CPC, CPA, ROAS and profit after COGS.
Email List Growth & Newsletter Metrics, $19: Track list size, signups, unsubscribes, open and click rates per send to see net growth and engagement trends.
Influencer & Collaboration Outreach Tracker, $24: Manage creator outreach, deliverables, fees or gifted product, codes, and resulting sales per collaboration.
Event & Pop-Up Market ROI Tracker, $24: Evaluate craft fairs, pop-ups and trade shows: booth fee, travel, sales, leads captured and profit per hour.
Restaurant Food Cost & Recipe Costing Calculator, $34: Cost each menu item from ingredient quantities and prices to get plate cost, food cost % and suggested menu price.
Salon & Spa Client Appointment and Revenue Tracker, $29: Log appointments by stylist and service with tips, product sales and rebooking to measure retention and revenue per stylist.
Cleaning Business Job & Route Tracker, $29: Track recurring cleaning clients, visit frequency, job price, crew hours and profit per job and per labor hour.
Lawn Care & Landscaping Client Scheduler, $24: Manage lawn/landscape clients with service type, visit interval, next visit date, per-visit price and seasonal revenue.
Home Bakery & Custom Order Planner, $24: Plan custom cake/bakery orders with pickup dates, deposits, balance due, ingredient cost and profit per order.
Photography Client Workflow & Booking Tracker, $24: Track sessions from inquiry to gallery delivery with package price, retainer, balance, and editing deadlines.
Personal Trainer & Coach Client Tracker, $24: Manage coaching clients, package sessions purchased vs used, renewals due and revenue per client.
Tutoring & Lesson Business Tracker, $19: Track students, lessons taught, hourly rates, payments received and outstanding balances by parent/account.
Food Truck Daily Sales & Location Analyzer, $24: Log daily sales by location and day type with weather and costs to find your most profitable spots.
Nonprofit Donor & Grant Tracker, $29: Track donors, gifts, campaigns and grant applications with deadlines, amounts requested vs awarded and acknowledgment status.
Real Estate Agent Commission & GCI Tracker, $29: Track listings and buyer deals with sale price, commission rate, brokerage split and fees to project gross and net commission income.
Pet Grooming & Boarding Business Tracker, $24: Log pets, services, add-ons and boarding nights with vaccination-record checks and revenue by service.
Event Planner Client Budget & Vendor Tracker, $34: For event planners: track each client event's budget by category, vendor quotes, deposits paid and balances due.
Local AI Starter Kit for Small Business, $39: Run private AI assistants on your own computer - choose hardware, pick a tool, and roll out your first three workflows
Ollama Quick-Start Guide & Prompt Pack, $29: Install Ollama, pull an open model, chat from the terminal, and connect it to your tools through the local API
LM Studio Setup Guide for Non-Technical Teams, $29: A click-by-click guide to discovering, downloading and chatting with open models in a desktop app - no command line required
llama.cpp Power-User Guide, $34: Build or download llama.cpp, run GGUF models, choose quantizations, and serve an OpenAI-compatible endpoint
Open-Weight Model Selection Guide, $29: Compare open model families, sizes, licenses and quantizations - and run a fair bake-off on your own tasks
Customer Email Drafting with Local AI - Prompt Pack, $29: A human-in-the-loop workflow and 40 prompts for faster, on-brand customer replies using a model on your own computer
Private Document Q&A on Your Own Files, $39: Ask questions of your contracts, manuals and policies with a local model and retrieval - set-up options, steps and accuracy checks
AI-Assisted Bookkeeping Categorization Kit, $39: Use a local model to suggest categories for bank and card transactions - with rules first, AI second, and you approving every entry
Local AI Privacy & Compliance Checklist, $34: A practical checklist and policy starter for using on-device AI responsibly with customer, employee and financial data
Small Business Prompt Pack - Local Model Edition, $24: 120 tested prompt templates organized by department, written to work well with small and mid-size open models
Meeting Notes & SOP Writer with Local AI, $29: Turn recordings, rough notes and know-how into clean recaps and standard operating procedures - privately, on your own machine
Local AI Rollout Plan for a Small Team, $49: A 30-60-90 day plan to pilot, train, measure and scale private AI assistants across a 5-50 person business
Local AI Hardware & Model Sizing Calculator, $29: Estimate the file size and memory needed to run an open model at a given size, quantization and context length, and check it against your machine.
AI Model & Tool License Register, $24: Record the license terms of every open model and AI tool you use - commercial use, attribution, restrictions and review dates - in one place.
Local AI Workstation Buying Comparison, $24: Compare computers for running local models by price, usable memory, the largest model each can hold, and yearly power cost.
How to Book Your First Disney Cruise (Unofficial), $44: A 9-module PDF workbook plus a countdown & budget spreadsheet that walks first-time cruisers through choosing, booking and preparing for a Disney Cruise Line sailing.
The Unofficial Walt Disney World First-Timer Playbook, $19: A step-by-step planning timeline, park-day strategy and booking-window cheat sheet for your first Orlando theme-park trip
The Unofficial Disney Cruise Line First-Timer Playbook, $19: Deposits, final payment, check-in windows, stateroom choices and a day-by-day onboard plan for your first family cruise
The Unofficial WDW With Little Kids Survival Guide, $14: Naps, strollers, rider swap, height checks and pacing for toddlers and preschoolers at the Orlando parks
Unofficial WDW Trip Budget Calculator, $12: Build a Walt Disney World trip budget per person and per day from your own ticket, hotel, food and Lightning Lane quotes, with savings progress.
Unofficial Lightning Lane & Ride Priority Planner, $9: List must-do attractions with the wait times you observe, mark Multi Pass/Single Pass coverage, and compare minutes saved against your own price inputs.
Unofficial Park-Day Itinerary Builder, $9: Lay out each park day hour by hour - rope drop, Lightning Lane returns, meals, breaks and shows - with conflicts flagged.
Unofficial WDW Dining Reservation Planner, $9: Calculates the 60-day booking date for each meal (or 60+10 for resort guests), tracks confirmations, cancellation deadlines and your own price estimates.
Unofficial DCL Cruise Budget & Payment Tracker, $12: Budget a Disney Cruise Line vacation from your own quotes - fare, gratuities, flights, excursions - with deposit and final-payment dates calculated.
Unofficial Cruise Packing & Port Day Planner, $9: A packing checklist by traveler and bag plus a port-day planner with all-aboard times and buffer warnings.
Unofficial Theme-Park Trip Savings Tracker, $9: Set a trip goal from your own budget, log deposits, and see progress, monthly saving needed and a countdown to departure.
Unofficial Disney Cruise Sailing Comparison Tool, $12: Compare candidate sailings side by side - fare, nights, ports, flights and hotel - to see true cost per night and per person with your own quotes.
How to Become a Private Pilot, $44: A 9-module PDF workbook that maps the U.S.
The Discovery Flight Guide - Your First Flying Lesson, $12: What happens on an introductory flight, how to choose a school, questions to ask, and how to decide if flight training is for you
Private Pilot Checkride Prep Checklist & Study Guide, $24: A complete paperwork list, oral-exam study plan and ACS self-assessment routine for the final weeks before your practical test
Flight Training Cost & Hours Budget Calculator, $24: Estimate the total cost of a private pilot certificate from your school's real rates and expected hours - aircraft, instructor, ground, fees and contingency.
61.109 Aeronautical Experience Tracker (Private Pilot ASEL), $24: Log each flight and watch every 14 CFR 61.109(a) private pilot requirement count down - total, dual, solo, cross-country, night, instrument, test prep and the long solo XC.
Pilot Logbook & 61.57 Currency Tracker, $19: A digital logbook summary that checks 90-day passenger currency (day and night), and tracks flight review, medical and other expiry dates.
Aircraft Rental & Flight School Comparison, $19: Compare schools and rental aircraft by wet/dry rate, fuel, instructor rate, availability and fees to find your true cost per training hour.
FAA Knowledge Test Study Planner, $19: Plan your private pilot written-test study by topic with target dates, hours, practice-test scores and readiness flags.
Pilot Document & Medical Expiry Tracker, $19: Track medical, flight review, BasicMed course, IPC, renter checkouts and other dated items with calendar-month expirations and warnings.
Aircraft Partnership & Ownership Cost Calculator, $29: Model fixed and variable costs of owning or sharing an aircraft and compare cost per hour against renting, using your own quotes.
Flight Lesson Debrief Log, $19: Record each lesson's objectives, what went well, what to improve, CFI notes and next-lesson prep so nothing gets lost between flights.
Pilot Trip Cost Splitter (Pro-Rata Share), $19: Split fuel, rental and airport costs for a trip with passengers and check that the pilot pays at least their pro-rata share as private pilots must.
Personal Minimums & Go/No-Go Log, $19: Set your personal weather and pilot minimums, log each planned flight's conditions, and get an automatic go/no-go flag when any limit is exceeded.
Accounts Payable & Bill Pay Scheduler, $34: Log every vendor bill, see what is due this week, flag late bills and plan payments around your cash on hand.
Business Cash Reserve & Runway Planner, $29: Set a cash-reserve target in months of expenses, track monthly deposits and see your runway at a glance.
Price Increase Impact Calculator, $24: Model a price increase per product and see the new revenue, margin and how many customers you could lose before you are worse off.
Subscription MRR & Churn Tracker, $39: Track subscribers by plan, monthly recurring revenue, churn and customer lifetime value for any membership or subscription business.
Vendor Bid Comparison Scorecard, $27: Compare supplier or contractor quotes side by side with weighted scores for price, quality, speed and service.
Small Business Operations Manual Template, $39: A fill-in operations manual covering roles, daily routines, customer service, money handling and emergencies so anyone can run your business.
On-Device AI Customer Service Prompt Library, $29: 60 ready-to-use prompts for replying to customers, handling refunds, writing FAQs and calming complaints - written to work with private, on-device AI models.
The On-Device AI Guide for Solo Founders, $34: A plain-English guide to running AI models privately on your own laptop or desktop: hardware, setup, everyday workflows and safe habits.
AI Prompt Writing Workbook for Small Teams, $27: A hands-on workbook that teaches your team to write clear, reusable AI prompts with exercises, before/after examples and a shared prompt library template.
AI Acceptable Use Policy Template for Small Business, $29: A ready-to-edit AI use policy covering approved tools, data rules, review requirements and disclosure - written for teams of 2-50.
AI Prompt Time-Saved & ROI Tracker, $24: Log every task you hand to an AI assistant, the minutes saved and the quality, and see the dollar value of your prompts.
Unofficial Walt Disney World Day-by-Day Trip Workbook, $24: A printable, fillable workbook to plan each park day: arrival time, must-dos, dining, breaks and backup plans.
Unofficial WDW Resort Comparison Tool, $24: Compare up to 10 resort hotels you are considering by nightly rate, transport, pool, dining and walk time, with a weighted score.
Unofficial Disney Cruise Day-by-Day Planner, $24: Plan every day of your sailing - embarkation, sea days, port days and debarkation - with checklists and fillable pages.
Unofficial WDW Food & Snack Budget Tracker, $19: Set a daily food budget per person, log every meal and snack in the parks and see if you are over or under budget each day.
Private Pilot VFR Cross-Country Planning Workbook, $34: A step-by-step workbook and printable nav log for planning VFR cross-country flights: route, weather, performance, fuel and go/no-go.
Aircraft Weight & Balance Calculator, $29: Enter your aircraft's empty weight, arms and loading to get total weight, moment and CG and check them against your POH limits.
Private Pilot Oral Exam Q&A Study Guide, $39: 65+ practice questions and model answers organized by checkride topic so you can rehearse the oral portion out loud.
Pilot Fuel Planning & Reserve Calculator, $24: Plan fuel per leg from distance, groundspeed and burn rate, add taxi and reserve minutes and see if you have enough on board.
Flight Training Progress Journal, $19: A fillable journal to track every lesson, maneuver proficiency, endorsements and checkride milestones from first flight to certificate.
Instrument Rating Roadmap & IFR Study Workbook, $39: A step-by-step instrument rating roadmap: 61.65 requirements explained, device-credit limits, knowledge-test and ACS study plans, IFR regulation quick reference, briefing and lost-comm worksheets,...
90-Day Local Customer Growth Playbook for Service Businesses, $34: A practical 90-day plan to win more local customers: complete your free listings, convert more inquiries, ask for reviews the FTC-compliant way, build referrals and neighborhood visibility, plus a...
Local AI Workflow Automation Playbook, $44: Automate repetitive business text work with an AI model that runs on your own hardware - vendor-neutral architecture, safety principles, prompt and validation patterns, 10 workflow recipes,...
Unofficial Walt Disney World Group & Multi-Generational Trip Planner, $29: Plan a theme-park trip with grandparents, cousins or friends without the money drama: roles, a kickoff agenda, fair split rules, lodging comparison, two-track park days and comfort planning, plus...
Debt-Free Holiday Budget & Gift Planner, $19: Plan the whole holiday season around a number you can pay in cash: gift budgets by person and group, the hidden costs of hosting and travel, Black Friday target prices, a weekly savings calculator...
Year-End Small Business Close & Tax-Prep Organizer (2026 Tax Year), $39: Close your books for the 2026 tax year and hand your tax pro a clean packet: key IRS dates, a reconciliation tracker, a contractor check for the new $2,000 Form 1099-NEC threshold, mileage at both...
Part 107 Drone Pilot Certificate Roadmap & Study Workbook, $34: Earn your FAA Remote Pilot Certificate step by step: eligibility and IACRA steps, a study plan built on the five knowledge-test areas, a Part 107 rules quick reference, practice-test readiness...
Unofficial Walt Disney World + Disney Cruise Combo Trip Planner, $29: Combine theme-park days and a cruise in one stress-free trip: parks-first vs.
2027 Family Money Reset Workbook, $29: Start 2027 with a plan that covers every bill: a 2026 look-back, an annual budget that converts weekly-to-annual costs, sinking funds, a subscription audit, snowball vs.

Last updated: 2026-10-24