
Zero-Based Budget 2027
Monthly zero-based budget, paycheck planner, transactions log, month view and year summary
Personal Finance
Trade log, R-multiples, win rate, equity curve and P&L calendar
from $16.99 on Etsy
Price on Etsy may vary (sales, your currency).
View on EtsyWorks in Google Sheets (free Google account) and Microsoft Excel 2016 or newer.
Log every trade once and see what actually works for you: win rate, R-multiples, expectancy, drawdown, an equity curve and a color-coded P&L calendar, all calculated from your own entries.
Setup in one page: account size, currency, risk per trade, fee model, your setups, markets, emotions and mistakes
Month at a glance: net P&L, win rate, expectancy in R, plan followed; equity curve; P&L calendar; your next moves
Up to 1,000 trades: stocks, options, futures, forex and crypto; long or short; entry, stop, target, exit, size, fees; P&L, R-multiple, hold time, risk % and flags fill in for you
Every setup scored: win rate, average win and loss in R, expectancy, profit factor; plus mistakes and emotions by P&L
Profit factor, expectancy in R and money, max drawdown, streaks, best and worst days; by weekday, hour, market, long vs short and month; R-multiple spread
Every closed trade in order with running balance, peak and drawdown, plus two charts
Any of the last 24 months, day by day, with weekly totals and a year strip
Long-term holdings with prices you type: value, gain or loss, weights and drift from your targets
Buy the template on Etsy, then download START-HERE.pdf and the Excel .zip from your Purchases.
How to downloadClick MAKE A COPY in the PDF: your own Google Sheet is saved to your Google Drive. Prefer Excel? Open the .xlsx.
How to make your copyFollow the Start Here tab. Type in the cream cells; the gray cells do the math for you.
Clearing the sample dataYou receive:
START-HERE.pdf — Google Sheets link + quick guidetrading-journal-excel.zip — Excel versionA journal for your own records — not financial advice. No signals, no predictions.
Designed by me with the help of AI tools.