Disclaimer

Last updated: 4 November 2026

Education only. All content on The Margin Sheet, including articles, videos and templates, is for general educational purposes only. It is not financial, investment, tax, accounting or legal advice, and it does not recommend buying or selling any security or financial product.

Examples and figures in our tutorials are illustrative. Check every result against your own situation and speak to a qualified professional before making financial decisions.

Templates. Templates are provided as is. We test them carefully, but you are responsible for checking formulas and results before relying on them.

Affiliate and own products. Some links point to our own paid templates at NextGenTemplates.com, and some may be affiliate links. We may earn a commission at no extra cost to you. This never changes what we teach.

The Margin Sheet

Finance in Excel, Google Sheets and Power BI, explained step by step, with a free template in every tutorial.