Templates // Excel and Google Sheets
Spreadsheets that answer real questions
Three templates we built for contractor owners. Example data is filled in so you see how they work. Open in Excel, or in Google Sheets: File → Import → Upload.
Runs in your browser. Nothing you type is sent to us or saved.
Job profit tracker
One row per job: contract, collected, still to collect, every cost, gross profit and margin. Colors flag thin jobs.
13-week cash flow
Money in and out week by week for the next quarter, with your lowest week flagged before it happens.
1099 subcontractor tracker
Payments to each sub by month, W-9 status, and who needs a 1099-NEC for 2026 (the threshold is now $2,000).
Example data is fictional. The 1099 tracker is not tax advice; confirm with your CPA.
Tired of updating spreadsheets?
Trinity fills these numbers in from your bank and cards, and our team checks them every week.