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2 downloads you can keep. Tap, download, use.
Excel · .xlsx · 11 KB
Budget spreadsheet
A planned-vs-actual monthly budget. Type your take-home pay and your bills. The formulas do the rest.
- Budget tab. Income, housing, food, transport and more. Planned, actual and the difference for every line.
- Summary tab. Money left over, plus a 50/30/20 check against your real numbers.
- Savings Goals tab. Target, saved so far, and months to go.
- Start Here tab. Five steps. No macros, nothing to enable.
Python · .zip · 10 KB
Financial Statement Analyzer
10 ratios from 2 statements. Give this Python tool a company's income statement and balance sheet. It prints standard ratios, flags trends, and checks the data for errors.
- Unzip the folder.
- Open a terminal inside it.
- Run
python analyzer.py(orpython3on a Mac).
It ships with a made-up sample company so you see a full report right away. The README and START-HERE files show how to swap in real numbers.
Part of the sample report. The company is made up.
FAQ
About the downloads
Are the downloads really free?
Yes. No email, no sign-up. Tap the button and the file downloads.
What do I need to open the budget spreadsheet?
Microsoft Excel. It also opens in Google Sheets and Apple Numbers. It has four tabs: Start Here, Budget, Summary and Savings Goals, with the formulas already built.
Do I need to know Python to use the Financial Statement Analyzer?
No. You need Python 3 installed, which is free. Then it's one command. The zip has a START-HERE file that walks through it, and there are no extra packages to install.
Does the analyzer send my data anywhere?
No. It runs on your own computer and reads two CSV files in its folder. Nothing is uploaded.
Does the analyzer tell me whether to buy a stock?
No. It calculates standard ratios and flags trends and data problems. It's for learning to read financial statements, not for picking investments.
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