The complete X4Plan catalog — 32 products spanning financial management, cash flow, reconciliation, FP&A, personal finance, project management, automation, planning software and custom Excel development. Filter by category or use case, then open the Etsy listing for full details.
Showing 32 of 32 X4Plan products.
A straightforward Excel workbook for logging bills to pay and invoices to collect, with due dates and status tracking in one place.
Know exactly what you owe and what you are owed this week.
Payables and receivables management combined with dashboard views so balances, aging and totals stay visible without manual reports.
Turn AP/AR records into a clear financial dashboard.
AP and AR entries feed cash flow and profit & loss views automatically, so one set of records drives several reports.
One entry updates payables, receivables and cash flow.
A complete financial control workbook that brings transactions, bank reconciliation and an FP&A dashboard into a single Excel file.
Run the whole finance routine from one workbook.
Cash flow tracking paired with bank reconciliation, usable for either a household or a company ledger.
Match the bank and read cash flow in the same file.
Financial management workbook built around importing bank statement files instead of typing every transaction by hand.
Cut manual data entry out of your monthly close.
A compact financial control file combining reconciliation, cash flow and a dashboard summary of the period.
See control, cash and reporting on one screen.
All-in-one financial control workbook designed to read OFX bank files so transactions land in the sheet ready to classify.
Import the statement, classify, done.
A professional-grade control sheet for companies that need structured categories, periods and summarized results.
Structure company finances without new software.
A lighter financial control sheet aimed at small operations that need income, expenses and results without complexity.
Financial control that a small team can actually maintain.
An FP&A-oriented workbook for planning, analyzing and reporting financial performance across periods.
Bring planning and analysis into your finance routine.
A business cash flow template with bank reconciliation and a dashboard, built around OFX statement import.
Track cash in and out with the bank already matched.
Financial control workbook that reads OFX/QFX files and reports cash flow plus FP&A views from the same transaction base.
One transaction base, three levels of reporting.
A focused bank reconciliation workbook that compares your records against the bank statement and highlights what does not match.
Close the month with the bank fully reconciled.
A single workbook for personal income, expenses, categories and monthly results, without juggling several files.
Your whole financial life in one Excel file.
Personal financial management template organizing accounts, categories and monthly balances for steady tracking.
Keep personal finances organized month after month.
Household budgeting plus personal cash flow, with bank import so recurring bills and income arrive automatically.
Budget the household with real bank data.
A tracker built for quick daily entry, with summaries that show where the money actually went.
Fast entry, clear monthly picture.
Personal finance workbook that reads OFX/QFX files exported from your bank so transactions do not have to be typed.
Skip manual entry for personal accounts.
Projects and their tasks in one workbook, with owners, status and progress rolled up per project.
Track projects and tasks without new software.
A structured project workbook for scope, schedule and status reporting across multiple initiatives.
Report project status in a consistent format.
A project tracker where progress, dates and status indicators update from the task data you enter.
Less spreadsheet maintenance, more tracking.
A general-purpose project management template covering tasks, timelines and responsibilities.
Start managing a project in minutes.
A project workbook with dashboard-style summaries so priorities and delays surface quickly.
Spot delays before they become problems.
Brings email data into Excel automatically so message information can be filtered, sorted and analyzed like any other dataset.
Stop copying email details into spreadsheets by hand.
A business-intelligence style dashboard in Excel built from Outlook email data, for volume and activity analysis.
Turn your inbox into measurable data.
Imports Outlook messages into an Excel workbook so the data can be organized and reused in your own reports.
Get Outlook data into Excel, ready to work with.
An online financial planning solution covering cash flow, KPIs and FP&A dashboards — software, not a spreadsheet download.
Plan and monitor finances in a dedicated platform.
X4Planner is X4Plan's financial planning solution for cash flow and financial planning work in an online environment.
A planning tool built for recurring financial cycles.
A financial model built in Excel around your own structure, drivers and reporting needs.
A model that matches your business, not a generic one.
A pricing workbook developed for your cost structure, margins and product or service catalog.
Price with your real costs and margin rules.
Bespoke Excel development covering business finance, bookkeeping, dashboards, automation and financial management workflows.
Get the exact workbook your process requires.
Every X4Plan workbook is delivered through our official Etsy store, with listing details, previews and instant download.
