Cash Flow Tool
for Excel

The same week-by-week cash flow projection you love, built entirely in Excel. Perfect for Windows users or anyone who prefers a spreadsheet they can see, edit, and own.

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Works on Windows, Mac, and anywhere Excel runs

A full cash flow system in a spreadsheet

The Excel version covers the core planning features. You get the same week-by-week projection engine, built with formulas you can inspect and customize.

🗓️

Monthly Bills

Track all your recurring expenses in one sheet. Set amounts, due days, and categories. The engine distributes them into the right weeks automatically.

💰

Income Sources

Add paychecks with their cadence and anchor date. Supports weekly, biweekly, semi-monthly, and monthly pay schedules.

💳

Credit Cards and Loans

Track balances, interest rates, and monthly payments. See how much you'll pay in interest across the year.

📈

Cash Flow Chart

A built-in chart visualizes your projected balance week by week, so you can spot low-balance periods at a glance.

📅

Week-by-Week View

Each week gets its own row showing projected income, bills, credit card payments, and your running balance. Log your actual balance to recalibrate.

✏️

Fully Editable

It's your spreadsheet. Every formula is visible and editable. Customize layouts, add your own columns, or adjust the logic to fit your situation.

Which version is right for you?

Both versions share the same core cash flow projection engine. The app adds more automation and deeper features for Apple users.

Feature App
Mac, iPhone, iPad
Excel
Windows, Mac, Web
Week-by-week cash flow projection
Monthly bills tracking
Income sources with cadence
Credit cards and loans
Cash flow chart
Fully editable / customizable
iCloud sync across devices
Partner sharing
Savings Builder
Debt Payoff planner
Works on Windows
One-time purchase

One-time purchase, instant download

Pay once and the file is yours to keep. No subscription, no account required. Checkout is handled securely through Sellfy.

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Common questions

The file works with Excel 2016 and later on both Windows and Mac. It also works with Microsoft 365 (desktop and web). Some chart features may appear slightly different on older versions.

Most of the core logic imports cleanly into Google Sheets, but some Excel-specific functions may need minor adjustments. It's primarily designed and tested for Excel.

The Excel version covers the core features: bills, income, credit cards, loans, a cash flow chart, and the week-by-week view. The app adds iCloud sync, partner sharing, a Savings Builder, and a Debt Payoff planner. The spreadsheet is also fully editable, so you can customize it in ways the app doesn't allow.

The Excel version only runs on desktop applications or web-based spreadsheet viewers (Excel, Microsoft 365, or Google Sheets). It is not available on mobile and does not have a dedicated app.

Yes. You pay once and download the file. There are no subscriptions, no renewals, and no ongoing fees. The file is yours to keep and use on as many of your own devices as you like.

No. The tool is offered as-is and will not be updated. What you download is the complete, final version.