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Financial Summary in Collaborative Files

Many of our financial neutrals are using this template to summarize the clients' financial information. You can use this template too! 


To access the template, click on the button. The template will open in your web browser. You can download the template as a Microsoft Excel file by navigating to the File menu and selecting "download." To work on the template as a Google Spreadsheet, navigate to the File menu and select "make a copy." Your new copy can then be renamed. It is best if you have a Google Account when using the template as a Google Spreadsheet. You can always find your Google spreadsheets by going to and logging in with your Google login and password. 

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