This document will walk you through the steps to create your own copy of Trace’s Financial Planning System Template. Before jumping in, we recommend you read The Finance Calendar and The Financial Planning System.

Once you are familiar with the purpose and structure of the Financial Planning System Template, you’re ready to start copying your own models. Click the links below and create your own copies of each model below. Ensure all of these models are saved in a common folder on your own Google Drive.

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1. Operating Model
2. Corporate Finance Model
3. Customer Operations Model
4. S&M Model
5. R&D Model
6. G&A Model

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Once all models are copied and saved, please follow the instructions within each model on the Instructions tab to connect the models. If you have comments or concerns, please reach out to financeace@tracehq.com.