SheetsFinance Docs
Quick start

Pre-built Templates

Pre-built templates help you get started quickly with SheetsFinance. Browse the full library on the Templates Page.

To use a template:

  1. Install the SheetsFinance add-on in Google Sheets or Microsoft Excel.

  2. Open a template on the Templates Page and click File > Make a copy in Google Sheets to create your own version.

  3. Replace the example ticker codes with your own. The sheet will load data automatically.

Templates are provided as-is for informational purposes only and do not constitute financial advice.

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