Revit Finance Planner for Creatives - Complete Package

This package includes an intuitive, spreadsheet-based tracker to help freelancers, solopreneurs, and small businesses stay on top of their finances.

Take full control of your finances with the most comprehensive edition of the Finance Planner—designed by a creative, for creatives who want to track, plan, and grow with confidence—built on everything offered in the Starter and Plus Editions. Keep reading below to see the planner in action.




The Complete Edition is designed for creatives who want the full picture — business and beyond. It builds on everything offered in the Starter and Plus Editions, adding powerful tools to help you plan, track, and reflect on your finances across every part of your life. 
From business income and expenses to personal budgeting, tax prep, and 
long-term goal setting — it’s all here.

Gain deeper insight into your financial health, make confident money decisions, and stay aligned with your bigger goals — all in one organized, easy-to-use spreadsheet system. Pay once, use forever.

Entering, modifying, duplicating, and clearing your income and expenses takes seconds:

If you have recurring income or expenses, weekly, monthly, bi-monthly, etc. you can easily create all of those entries at once in just a few clicks:

Your calendar views update automatically as you enter information on your income and expense logs:


See your month at a glance using the quick dropdown menu for detailed, easy-to-read insights comparing the selected month to your planned budget AND the previous month:


Understand your business and total financial health using the Monthly and Yearly Summary sheets with insights comparing the selected month to your planned budget, the selected month to the previous month, and the year as a whole to help you spot trends and make more informed financial decisions:


Taxes are the worst, but this spreadsheet helps to take a lot of the guesswork out of it for you. Avoid surprises with the taxes sheet, which will help you estimate your quarterly taxes with customizable tax rates and calculations straight from your income and expense logs, track how much you’ve set aside for taxes each month, and document how much you’ve actually paid each quarter:

Get all of this plus so much more. See below for everything you’ll get with the 
Finance Planner for Creatives - Complete Edition.
List of what's included:
✔️ Track Taxable Income & Business Expenses — Log itemized entries with structured tables and linked category/subcategory tagging

✔️ Customizable Dropdown Menus — Tailor your tracker with editable subcategories, retailers, and payment methods

✔️ Dynamic Calendar Views — See your income and expenses mapped by day, viewed in a yearly calendar, with highlighted high and low totals to help you spot trends at a glance.

✔️ Monthly, Yearly, & Cumulative Totals — Monitor your finances over time with automatic monthly breakdowns, average monthly calculations, and running yearly totals

✔️ Built-in Sorting & Filtering — Quickly find, sort, filter, and organize your entries for easy analysis

✔️ Planned Budgeting for Income & Expenses  — Set financial goals for each month and compare planned vs. actual totals side-by-side

✔️ Yearly Financial Summary Dashboard — See the big picture with visual charts, category breakdowns, and comparison tables

✔️ Financial Health Highlight Section — Instantly spot key insights like over/under performance and high/low category impacts
✔️ Dynamic Monthly Summaries — View monthly income and expenses at a glance with rolling totals, averages, and category breakdowns

✔️ Profit & Loss Statements — Automatically generate P&L reports to track your business performance with clarity and precision

✔️ Track Non-Taxable Income & Personal Expenses — Get a full picture of your financial health, not just your business

✔️ Tax Estimation Sheet — Estimate what you may owe in taxes so you can prepare ahead with confidence

✔️ Goal Setting & Tracking Tools — Plan and visualize both short- and long-term goals with dedicated tools that keep you aligned and motivated

✔️ Designed for a Holistic View of Your Finances — Seamlessly track all areas of your money life in one intuitive, structured system

✔️ Printable & Shareable with Your Accountant — Export clear summaries and reports when it’s time to file or meet with a financial professional

✔️ No App Required — Set up in Google Sheets: no new downloads, no extra passwords, access from anywhere, anytime, and can even be used offline (with settings enabled)

🎉 Pay Once, Use Forever — No subscriptions or hidden fees



Not ready to buy?
Downgrade to the Starter Edition — perfect for getting the basics organized without the extra bells and whistles. You’ll get essential tracking tools for income and expenses, customizable dropdowns, and dynamic calendar views to help you stay on top of your finances throughout the year. It’s free forever—no subscriptions, no strings attached. Learn More

Don't need all the extras?
Scale back to the Plus Edition — perfect for creatives who want to focus solely on the business and skip the personal budget tracking, monthly summaries, forecasting, and accounting tools. You’ll still get essential tracking tools for income and business expenses, customizable dropdowns, dynamic calendar views, planned budgeting, yearly summaries, and clear visual breakdowns. Pay once, use forever. Learn More


Get the
Finance Planner for Creatives Complete Package
for $49

Buy Now




Disclaimers:
This tool is built exclusively for use with Google Sheets and is not compatible with Microsoft Excel or other spreadsheet software. Some features may not display or function properly outside of the Google Sheets environment.

Terms of Use & Copyright:
This finance planning tool, including its design, structure, formulas, layout, and associated materials, is the intellectual property of The Student Architect and is protected under applicable copyright laws.


By accessing or using this tool, you agree to the following terms:

This tool is provided for personal or internal business use only and may not be copied, shared, redistributed, or resold, in whole or in part, without explicit written permission.

You may customize and adapt the tool for your own use, but you may not distribute modified versions.

No warranties or guarantees are made regarding accuracy, completeness, or suitability for your specific financial situation. This tool is not a substitute for professional financial, tax, or legal advice.

Use of this tool is at your own discretion and risk. The Student Architect is not responsible for any losses or damages resulting from the use of this product.

See more on Terms here.