Video - Template Gallery
Choose from a variety of Google Sheet Templates that are easy to order and then copy over to your personal Google Account. We use Google Sheets, but most of our sheets can also be copied and paste into Excel if that is your preferred system. Customer Service provided at lorellfinancial@gmail.com.
If you’d like to purchase a template, contact us via the contact page or email us at lorellfinancial@gmail.com. We will send you an invoice to submit a payment for your order and then you will receive an email with the link to access your template.
After the Template has been received, you will want to Make a Copy and save it to your google drive. This will be the copy you will use, as the linked version will only have view only access. Once you make a copy, you will have full access to make changes.
Google Sheet Template Personal Financial Forecast $10/Template
Google Sheet Template Business Financial Forecast $10/Template
Troubleshooting
Feel free to contact us for questions on how to set up your template. If you’d like a template to be set up with your data for you, it will be a one-time fee of $150 for personal forecasts and $300 for business forecasts. We also offer updating service for $50 per monthly update for existing forecasts.
— Thank you
Lorell Financial