Financial Planning Template for Engineers
Comprehensive, open-source spreadsheet designed specifically for tech professionals. Track RSUs, manage equity, plan taxes, and build wealth with confidence.
Everything You Need to Manage Tech Wealth
8 comprehensive modules built specifically for engineers and tech workers
Compensation Tracker
Track base salary, RSUs, bonuses, and benefits. Automatically calculate total comp with year-over-year comparisons.
Equity Management
RSU vest schedule tracking, grant details, current value calculation, and sell/hold decision framework.
Tax Planning
Estimated quarterly tax calculator, deductions tracker, RSU withholding analysis, and tax optimization opportunities.
Net Worth Tracker
Comprehensive asset and liability tracking with automatic net worth calculation and trend visualization.
FIRE Calculator
Financial independence planning with scenario analysis, savings rate optimization, and years-to-FI projections.
Budget Planner
Monthly expense categorization designed for variable tech income (RSU vests, bonuses, etc.).
Investment Portfolio
Asset allocation tracker for 401k, IRA, taxable accounts with rebalancing alerts and performance tracking.
Credit Card Rewards
Track points earned, redemption value, and total annual rewards across all your cards.
What's Inside the Template?
5 interconnected sheets that cover every aspect of tech wealth management
Dashboard
Your financial snapshot at a glance
Key Features:
Preview screenshot coming soon
Why This Template is Different
Purpose-built for the complexity of tech compensation
Tech-Specific Calculations
Built-in formulas for RSU taxation, AMT, ISO exercises, ESPP discounts, and 401k mega backdoor calculations
Smart Automation
Connect to stock price APIs, auto-calculate vesting schedules, and sync with your brokerage accounts
Privacy First
All calculations happen locally in your spreadsheet. No data sent to servers, no accounts required
Community Driven
50+ contributors constantly improving the template. Join our Discord for support and feature requests
Fully Customizable
Built with clean, well-documented formulas. Modify anything to fit your unique financial situation
Professional Grade
Built by former FAANG engineers and CPAs. Used by thousands of tech professionals worldwide
Loved by Tech Professionals
Join thousands of engineers optimizing their finances
"This template completely changed how I think about my RSUs. The vest schedule tracker alone is worth it."
"Finally, a financial planning tool that understands tech compensation complexity. The tax estimator saved me thousands."
"I've tried every finance app out there. This template is the only one that handles RSUs, ISO exercises, and AMT correctly."
Download Your Free Template
Get instant access to the complete financial planning template. No payment required.
We'll send you the template link and optional email course on maximizing your tech compensation
Frequently Asked Questions
Frequently Asked Questions
Ready to Take Control of Your Tech Wealth?
Download the template for free and start optimizing your compensation today