Premium templates for Excel & Google Sheets

A well-built spreadsheet changes everything.

Estates, small businesses, rentals — Tally & Co. templates turn life's hardest ledgers into one clear dashboard. One-time purchase. Built by a pro.

Free: the Executor Starter Checklist · No spam, ever
★ 4.9 average rating Excel + Google Sheets in every purchase Lifetime updates included

Built like it matters.

No flimsy one-tab downloads. Every template is a working dashboard with guided steps underneath.

Estate Executor Organizer solvency dashboard
ESTATE EXECUTOR ORGANIZER — SOLVENCY DASHBOARD
Rental Property Tracker portfolio dashboard
RENTAL TRACKER — PORTFOLIO RETURNS
Freelancer bookkeeping dashboard
FREELANCER BOOKKEEPING — TAX SET-ASIDE

The templates

Each one is a real, error-trapped dashboard — not a pretty grid. Excel and Google Sheets in every purchase.

BESTSELLEREstate Executor Organizer

Estate Executor Organizer

A calm, guided way through settling an estate — assets, debts and solvency at a glance.
EXCEL · SHEETS
$24$48
Get it
Rental Property Tracker

Rental Property Tracker

Know each property's true return — cap rate, cash-on-cash and monthly cash flow, calculated for you.
EXCEL · SHEETS
$19$38
Get it
Freelancer / 1099 Bookkeeping

Freelancer / 1099 Bookkeeping

Income, expenses and quarterly taxes — finally sorted. See exactly what to set aside.
EXCEL · SHEETS
$24$48
Get it
NEWSmall-Business Bookkeeping Suite

Small-Business Bookkeeping Suite

Run the books like a finance team — multi-channel sales, COGS, fees and a live P&L.
EXCEL · SHEETS
NEWWeekly Paycheck Budget

Weekly Paycheck Budget

Give every paycheck a job and always know what's safe to spend right now.
EXCEL · SHEETS
NEWDebt Payoff Tracker

Debt Payoff Tracker

A clear, motivating path out of debt — snowball or avalanche, with your payoff date in sight.
EXCEL · SHEETS
FREE

The Executor Starter Checklist

The first week after a death is a fog. This free Google Sheet lays out exactly what to do, in order — so nothing slips. It's the first tab of our flagship organizer, yours free.

  • The exact tasks for the first 48 hours, 2 weeks, and 90 days
  • What to gather before you call the bank, the lawyer, or the IRS
  • A running checklist you can actually tick off
Instant delivery · No spam, ever · Unsubscribe anytime

What buyers say

★★★★★
I was drowning in my mother's estate paperwork. This laid out every step in order — it felt like someone had finally turned the lights on.
M. Hartley · Executor, first time
★★★★★
The first month I used the bookkeeping tracker I found $400 of subscriptions I was still paying for. It paid for itself many times over.
D. Okafor · Shopify store owner
★★★★★
I've bought a dozen templates on Etsy. This is the first one that felt like real software instead of a pretty grid.
S. Reyes · Freelance designer

Sample reviews shown while the shop builds its rating history.

FOUNDER
PHOTO
Built by a pro

Hi — I build spreadsheets the way engineers build software.

Tally & Co. started with a simple frustration: every "template" out there was a flimsy one-tab grid that broke the moment you touched it. So I build the opposite — guided, error-trapped dashboards with the formulas locked down, the way a real tool should be. Every template is tested before it ships, and you get lifetime updates, free.

— Tally & Co.

Questions, answered