The Finance DeskBRINGING CLARITY TO YOUR NUMBERS

THE WORKBOOK COLLECTION

A clearer way
to work with numbers.

Find the workbook that fits your workflow. Product details, current pricing, and checkout are on Payhip.

Business Finance

EXCEL WORKBOOK
Illustrative reporting workflow, not a product screenshotILLUSTRATIVE WORKFLOW · NOT A PRODUCT SCREENSHOT

Variance Brief

FP&A Budget vs Actual Variance Analysis & Commentary Toolkit for Excel

Compare actuals with budget and forecast, investigate material variances, and draft commentary from your inputs.

View Variance Brief on Payhip
EXCEL WORKBOOK
Illustrative reporting workflow, not a product screenshotILLUSTRATIVE WORKFLOW · NOT A PRODUCT SCREENSHOT

Monthly Review

Small Business Financial Dashboard & Month-End Review Workbook for Excel

Review monthly results, trends, reconciliation differences, and follow-up actions in one workbook.

View Monthly Review on Payhip

Requires Microsoft Excel (not included). See Payhip for current prices, compatibility, and full product details.

Stock & Options Tracking

EXCEL WORKBOOK

Starter Options Journal

Simple Excel Options Trade Log & P&L Dashboard

A one-trade-per-row journal for single-leg options trades, with a performance dashboard.

View Starter Options Journal on Payhip
EXCEL WORKBOOK

Options Command Center

Multi-Leg Options Trading Journal & Strategy Dashboard for Excel

Connect fills, legs, rolls, and adjustments by Trade ID, with position summaries and strategy reporting.

View Options Command Center on Payhip
EXCEL WORKBOOK

Options Command Center Pro

Excel Options Journal with Risk Dashboard, Position Sizer & Trade Review

Includes Command Center plus a Risk Dashboard, Trade Review, Plan Adherence, Position Sizer, and Edge Scores.

View Options Command Center Pro on Payhip

Requires Microsoft Excel (not included). See Payhip for current prices, compatibility, and full product details.