Welcome to
ZestFi
Optimize Your Finances, Maximize Your Life
Product Suite
Powered by Google Sheets™. Supercharged with AppScript.
Simplifying your life one spreadsheet at a time.
Income & Expense Tracker
Effortlessly track income and expenses in any currency with custom categories and analytics. New features include automated billing reminders, batch transaction input, and Flex Queries.
Ultimate Travel Organizer
Assign tasks to trip participants, track progress, and send reminders with a click. Convert timezones effortlessly. Stay on top of expenses in multiple currencies, manage transactions, and split costs seamlessly.
ZestFi Expense Splitter
Easily split bills with a simple 3-step process. Keep precise records of who paid what, manage exemptions and customized portions, and save time with automatic calculations. Track settled debts—all on a single page.
Stock Portfolio Tracker
Track stocks, ETFs, REITs, and more in multiple portfolios, including international stocks. Enjoy advanced performance metrics, flexible sorting, and beautiful dashboards in any currency.
Multi-Account Balance Manager
Consolidate all bank statements into one. Gain insights with flexible ledger views, equity curves. Set up virtual sub-accounts for specific saving goals. Stay organized with customizable categories and advanced analytics on the dashboard.
ZestFi Multiple Expense Splitter
Perfect for group trips or lunches with colleagues. Split complex costs, keep records of multiple expenses, manage exemptions and customized portions, save time with automatic calculations, and track settled debts—all on a single page.
Options Strategist
Log your options trades p/l and analyze them. Calculate options payoff for up to 4-legged strategies, including those involving underlying stock holdings. Visualize strike levels versus stock price and manage multiple option portfolios effortlessly.
Equity Explorer
Access live quotes from major indexes and forex markets. Customize up to 4 FX pairs and moving averages for detailed chart analysis. Enhance your view with three additional customizable columns of financial metrics.
Freebies
Investment Analysis Toolkit
An ever-growing collection of financial templates designed to help you analyze stock portfolios and manage your personal finances more effectively.
Options Payoff Calculator
Calculate your option payoff in seconds. Visualize strike levels versus stock prices, and calculate P/L for stock-based strategies like covered calls. Save time and energy and focus on refining your option strategy with our clean, user-friendly interface.
Ultimate Travel Organizer Demo (with discount code)
Explore the template with this free demo, showcasing features from research, planning and a full itinerary to expense breakdowns of a real trip.
The BEST stock portfolio tracker on Google Sheets
Your ultimate companion for managing and monitoring your investments. Track stocks, ETFs, REITs, indexes, and more across multiple portfolios.
See it in action
Want to learn more about our Income & Expense Tracker? Check out this demo.
Into options trading? Get a payoff calculator for FREE
We got great news for you. Unsure about getting the more advanced Options Strategist? Try our free Option Payoff Calculator now and experience it firsthand.
Check out the latest blog posts
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What’s new at ZestFi 🍋 The Ultimate Travel Organizer 2.0!
Dear ZestFi customers, The past few months have been intense whirlwind of work and travel. I had two trips back-to-back! While planning for them with my own template, I decided to make further improvements. So I present to you, the ZestFi Ultimate Travel Organizer 2.0! To me the most exciting feature has to be the…
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What’s new at ZestFi (Jun 2024) (Introducing a new way to split group expenses 🧑💼👩💼👨💼)
Dear ZestFi customers, I am thrilled to present the latest updates to ZestFi products as part of my ongoing commitment to enhance your user experience. Introducing the ZestFi Expense Splitter! Got more than one bills to settle with your friends or colleagues? Use the Multiple Expense Splitter to handle all debts in a single page!…
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Achieving Financial Independence with the 4% Rule: A Practical Guide with ZestFi’s Free Spreadsheet Template
The pursuit of financial independence and early retirement (FIRE) has gained immense popularity, especially among millennials, driven by the desire to gain control over their financial future and retire well before the conventional retirement age. A key principle in this movement is the 4% rule, a guideline derived from the influential Trinity Study, which offers…
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What’s new at ZestFi (May 2024) DISCOUNT CODE INSIDE! Introducing the ZestFi Multi-Account Balance Manager! 💵
Dear ZestFi customers, I am thrilled to present the latest updates to ZestFi products as part of my ongoing commitment to enhance your user experience. Introducing the ZestFi Multi-Account Balance Manager! 💵 From now until until 10 May 00:00:00 (GMT-7), enjoy a 30% off using the code F0I3N9U at checkout! Happy investing, Joshua Need help?…
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ZestFi Ultimate Travel Organizer Tutorial: How to Re-sort Itinerary
The planning of a trip can be a complex process. You might need to add or delete items from an itinerary from time to time. Follow these steps to re-sort the itinerary in the ZestFi Ultimate Travel Organizer by date and time so it appears in chronological order. Step #1 Let’s say you’ve just added an item…
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ZestFi Ultimate Travel Organizer Tutorial: How to Send Task Reminder Emails
Follow these steps to set up the ZestFi Ultimate Travel Organizer to send task reminder emails. You only have to do this once! Step #1 In the menu, go to Extensions > Apps Script Step #2 A new window will open. Go to the menu on the left, and click on Triggers. Step #3 On…
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