Improve Collaboration with Real-Time Work Management in Smartsheet
Streamlining business processes, managing workflows, and enabling cross-functional collaboration is the key to the success of your project or organization. To ensure that your business reaches its goal and objectives in the most efficient way, consider using a tool that enables you to plan, manage, automate, and report on projects and processes in real-time, in one centralized location.
Smartsheet is an enterprise work execution platform that is fundamentally changing the way businesses and teams work. Over 80,000 brands and millions of information workers trust Smartsheet to help them accelerate business execution and address the volume and velocity of today’s collaborative work.
The familiar Smartsheet interface that is designed for how people actually work leads to rapid and broad adoption across your organization. Use self-service reports and dashboards in Smartsheet to provide real-time visibility into resources, status, and performance, so you can rapidly align operations with strategy.
Try Smartsheet to discover why millions of professionals around the world use it to move from idea to impact, fast.
Sheet Templates
Your work may occasionally require you to make particular documents, such as sheets. To make your work easier, you can always rely on tools like sheet templates which can give you a basic framework for you to make specific documents. And since there are so many sheets, there are as many templates to choose from.
As an extra convenience, you can also find specific templates for all those sheets, such as balance sheet templates, so that you always have a basic pattern no matter what kind of sheet you need. This way, you need not worry about finding specific templates to help you make whatever sheet you need.
Balance Sheet Sample
Personal Balance Sheet
nasaa-arts.org
Details
File Format
- Xlsx
Size: 4 KB
Download
Projected Balance Sheet
documenta.hr
Details
File Format
- Xlsx
Size: 4 KB
Download
Sample Balance Sheet
wps.prenhall.com
Details
File Format
- Xlsx
Size: 3 KB
Download
Budget Sheet
Personal Budget Sheet
pocketsmart.org
Details
File Format
- Xlsx
Size: 4 KB
Download
Student Budget Sheet
getsmarteraboutmoney.ca
Details
File Format
- Xlsx
Size: 3 KB
Download
Wedding budget Sheet
pinkweddingdays.co.uk
Details
File Format
- Xlsx
Size: 5 KB
Download
How to Create a Sample Sheet
Since there are so many kinds of sheets and templates, such as balance sheet examples and call sheet templates, you would need a general method to apply to most kinds of sheets.
- First decide what kind of sheet you need.
- Based on what you need, create a table suited to your needs, such as one you might find on a balance sheet.
- Fill up the different categories in the table according to the needs of the sheet, such as expenses, dates, etc.
- If the sheet is related to finances, also include space for tallying all the numbers so as to have a total.
How Are Sheets Useful for Business
There is no denying that things like proforma balance sheets make good tools for one’s work. Aside from having templates like goal sheet templates to make work easier, sheets have other uses like:
- Collecting information such as prices and finances so that you can analyze it later.
- Organizing the information so that you can put the raw data in order.
- Detection of patterns so that you can find out what the data has to say.
- Record-keeping so that the data and anything it has to say can be kept for the future.
Work Sheet
Weekly Expense Work Sheet
avma.org
Details
File Format
- Xlsx
Size: 2 KB
Download
Worksheet for Medical Expense
aix-xweb1p.state.or.us
Details
File Format
- Xlsx
Size: 15 KB
Download
Contractor Sheet
Contractor Information Sheet
haiti.iom.int
Details
File Format
- Xlsx
Size: 62 KB
Download
Contractor Report Sheet
wasteauthority.wa.gov.au
Details
File Format
- Xlsx
Size: 7 KB
Download
Simple Contractor Timesheet
nccommerce.com
Details
File Format
- Xls
Size: 14 kB
Download
Possible Sheet Templates You Can Use
It is common knowledge that there are quite a number of different sheet templates you may use. After all, each sheet has a slightly different task for sorting any data you may include on them. At least some possible examples include:
- Timesheet templates, which a business would need in order to keep track of its employees and how much time they spend at time. This kind of sheet can see a great deal of use by HR departments as they need these tools to measure employee productivity and determine the payrolls.
- Job sheet templates, which can be considered instruction sheets that can provide employees guides for their jobs. The details concerning particular jobs can be included on job sheets, along with the employee’s methods for accomplishing the job, which can be kept for record-keeping purpose.
- Balance sheet templates, which have obvious uses for helping people manage their finances. With the help of these sheets, people have a tool for measuring their incomes vis-a-vis their expenses. Balance sheets are invaluable for anyone with an interest in regulating their spending and making it proportional to their income.
- Tally sheet templates, which can help anyone looking to list down raw data. Most sheets can do that one way or another, but in this case, these sheets allow you to collect and organize data directly. So if you had to tally large numbers, such as for a poll, then this would be the perfect tool to let you organize that raw data.
- Raffle sheet templates, which have a very particular use. In this case, this kind of sheet allows you to record all the relevant data for a given raffle. This way, you can keep track of how many tickets have been sold, allowing you to determine how much money you make by sales vs. the prize. Of course, this kind of sheet would be perfect for charity or any similar occasion.
Project Sheet
Project Data Sheet
ncdot.gov
Details
File Format
- Xls
Size: 29 kB
Download
Project Contact Information Sheet
bscc.ca.gov
Details
File Format
- Xls
Size: 48 kB
Download
Project Evaluation Sheet
adb.org
Details
File Format
- Xls
Size: 10 kB
Download
Financial Sheet
Financial Plan Sheet
commbank.com.au
Details
File Format
- Xls
Size: 37 kB
Download
Financial Report Sheet
snf.ch
Details
File Format
- Xls
Size: 28 kB
Download
Annual Financial Report
health.mo.gov
Details
File Format
- Xls
Size: 75 kB
Download
What Not to Include in a Sheet
Of course, there are some things you cannot afford to include on your sheet templates like fact sheet templates and contact sheet templates, such as:
- Irrelevant information, as you should only place whatever data you need for your sheet. Any other data is superfluous, if not counterproductive.
- Unnecessary detail, as sheets are simple, straightforward tools. Excessive details are unnecessary, as the sheets’ only job is to record the data.
- Incorrect information, as this can adversely affect any of your conclusions, therefore leading you to incorrect courses of action.
What to Include in a Sheet
On the other hand, some things you should definitely include in templates like sign-up sheet templates and client information sheet templates include:
- Categories, which you would need to provide context to any of the values you would be recording on your sheets.
- Numerical values, as these provide hard numbers for whatever it is you are studying. This can take the form of costs, numbers of people, or other values.
- Totals, as many of these sheets are meant to tally all their numbers together so as to give you a look at the larger picture.
Timesheet Template
Staff Timesheet
gram.edu
Standard Timesheet
lse.ac.uk
Details
File Format
- Xls
Size: 12 kB
Download
Monthly Timesheet
anpcdefp.ro
Details
File Format
- Xls
Size: 345 kB
Download
Evaluation Sheet
Referee Evaluation Sheet
wheelchairbasketball.ca
Details
File Format
- Xls
Size: 247 kB
Download
Player Evaluation Sheet
headsoccerclub.ca
Details
File Format
- Xls
Size: 28 kB
Download
Guidelines for Creating a Sheet on Excel
When using different sheet templates such as overtime sheet templates or training sign-in sheet templates, you may wish to take advantage of certain tips that could help you make better use of these tools. After all, many of these tips are equally applicable to different templates such as data sheet templates and payroll sheet templates.
- Be sure that you have the right variables. This ensures that you know both what values you are working with, and that you have an idea of what conclusion you might find.
- Double-check your calculations. Even if you use Excel to do the calculations for you, it is wise to see for yourself that your calculations are correct so as to ensure accurate conclusions.
- Make sure you use appropriate templates, as there are so many. This is to make sure that you choose a template that fits in with your data and purpose.
- Remember to be concise. There is relatively little space on these sheets, so you should focus on listing and tallying your data. Details and analysis can come later.
- Be specific as to the purpose of the sheet. This helps you keep your purpose in perspective, and clues in anyone else reading as to the purpose of the sheet.
You may also elect to use some of the other templates available for downloading and use on the site, if your work should call for their use.
More in Sheet Templates
One Sheet Template — 10+ Free Word, PDF Documents Download … | 9+ Instruction Sheet Templates — Free Sample, Example Format … |
10+ Common Core Cheat Sheets – Free Sample, Example Format … | Expense Sheet Template — 15+ Free Word, Excel, PDF Documents … |
Blank Estimate Template – 23+ Free Word, PDF,Excel,Google … | Event Sign In Sheet Template — 8+ Free Word, PDF Documents … |
39+ Timesheet Templates — — Free Sample, Example, Format Free … | 12+ Contractor Timesheet Templates – Free Sample, Example … |
Nothing beats the time-saving awesomeness of the perfect Excel template.
Whether you’re managing a team of employees or a busy household, being able to simply plug in your data and go means your work gets done faster, your projects run smoother, and you’re the most organized person in the room.
But finding the right template can be time-consuming on its own.
Luckily, you can get started ASAP because we’ve compiled a list of 52 free Excel templates to help make your life easier today.
Level up your Excel skills
Become a certified Excel ninja with GoSkills bite-sized courses
Start free trial
Our list has you covered with template picks spanning 7 categories:
- Project management
- Money management
- Planning ahead
- Buying a house
- Personal weight loss
- Business management
- Business planning
Skip ahead to the sections you’re interested in or check each one out to see what you’re missing.
Looking for more templates? Check out these free downloadable Word resume templates and PowerPoint templates.
To kick things off, let’s start with 7 project management templates your team can’t afford to go without.
Project management
1. Timeline template
Most of us are used to seeing timelines in history class, but they also work well for project management. Timelines give you a general overview of important milestones and key events that everyone on the team should be aware of.
This helps your team stay on the same page throughout the course of your project. If you don’t have time to create your own project timeline, don’t sweat it. Use this template to create one quickly.
2. Gantt Chart template
Take your project timeline a step further by using this Gantt Chart free Excel template. This gives you a timeline with a bit more detail. You can mark and see at a glance the start and end times of your project, plus all those important milestones to reach until it’s complete.
Each milestone also has a summary of what needs to be done so there’s no question as to what everyone on your team should be working on and when those deliverables are due.
For the best results, create a general timeline to look at for quick answers, such as when something is due, and your Gantt Chart to see the details of the deliverables before they’re due.
3. To-do list template
Hold your team accountable. Once you have your general timeline created and your Gantt Chart laid out, you’ll need a way to keep your team in the loop with the status of certain deliverables. This to-do list template will help you do just that.
With this template, you can add the project tasks, a status update, the priority level, a due date, who’s in charge, and any relevant notes to ensure that everyone on the team knows what’s going on.
And if any issues come up, you can use this next template.
4. Issue tracking template
Unfortunately, all projects have their share of issues. It’s important to document these both for learning purposes in the future and figuring out how to solve the issue in the here and now.
This issue tracking template helps you keep a log of what went wrong, when it occurred, who handled the problem, and any relevant notes that may be helpful.
Remember, it’s better to identify the issues and document them now than it is to keep repeating the same mistakes over and over again because you failed to identify a common thread.
5. Weekly timecard template
On top of tracking issues, it’s a good idea to also record how long each step in a project is taking your team so you can price your services accordingly. This weekly timecard for projects will give you a better idea of that.
6. Project tracking template
You can also use this project tracking template to gauge if your projects are running on time and within budget.
7. KPI tracking template
This project KPI tracking template will also help you measure the performance of your projects to ensure you’re hitting the mark every time. After all, you don’t want to learn that you missed your target at the end of a project when it’s too late to do anything about it.
In this next section, I’ll show you the best templates to help you manage your money.
Want to learn more?
Take your Excel skills to the next level with our comprehensive (and free) ebook!
Money management
8. Money management template
Manage all your finances at a glance. This money management template keeps your finances organized by breaking down your spending into categories such as household, savings, and charitable donations.
9. Personal budget template
Create a personal budget. On top of managing your spending, you should also track your spending in relation to your budget to see where you can cut down. This personal budget template will make that a breeze.
10. Income and expense template
Use this template when you want to compare your income to your expenses. This helps you see if you’re living within your means or not. And if it turns out you aren’t, consider using the personal budget template to fix things.
11. Family budget planner template
What if you’re managing more than just your own finances? For those in charge of a household, a family budget planner template can help you see an overall view of what your family spends money on throughout the year.
12. Household budget template
Once you have an idea of where your money goes as a family, you can then start using a household budget template to keep things in control and under budget.
13. College budget template
For students, there’s also this helpful college budget template that tracks where most of your funds are going. Then you’ll know what to expect and how to plan ahead each semester (for the most part).
14. Holiday spending budget template
The holidays can be a hard hit financially if you’re not careful. With lengthy wish-lists, it’s important to balance what everyone wants with what you can actually afford. This holiday spending budget helps you do that the easy way.
15. Travel budget template
Dream of traveling to a remote beach far away? Use this travel budget template and you’ll be well on your way to making that dream a reality.
16. Kids money management template
You can also teach your children how to track their allowance, savings, and spending with this helpful money management template for kids.
17. Savings goal template
If your kids (or you) have a savings goal in mind, use this free Excel template. By tracking exactly how much you save each month, you’ll have a better chance of making progress towards your goal.
18. Wedding budget template
Weddings can also be a costly adventure for many. To ensure you don’t go over budget, check out this free wedding budget template.
19. Get out of debt template
And if wedding bells are not in your immediate plans and getting out from under a mound of debt is, this template has your name on it.
Want to learn more?
Take your Excel skills to the next level with our comprehensive (and free) ebook!
20. Portfolio management template
You can also use this portfolio management template to track and maximize how much you earn from your investments.
Up next, I’ll show you how a little planning ahead will make your life smooth sailing down the road.
Planning ahead
21. Meal plan template
Deciding what to eat after a long day at work is never an easy task. To avoid this headache, meal plan ahead of time using this template, which helps you plan your breakfasts, lunches, and dinners before you even start your work week. It even has a convenient place for you to write down your grocery list.
22. Home remodel budget template
If you’re planning to remodel your house, you’d be foolish not to use this free home remodel budget template. With this, you’ll have a much better idea of what this undertaking is truly going to cost you.
23. Party planning template
Parties can also increase your spending for the month. Let this party planning template make sure your party stays within your budget.
Purchasing a house is another important milestone that can quickly spiral out of your budget and control.
Fortunately, the templates in our next section will help alleviate some of the financial stress that comes with such a major purchase.
Buying a house
24. Home expense calculator template
Your first step in the home buying process, even before you go house hunting, is to see how much home you can really afford. This home expense calculator will give you the truth.
25. Home buying checklist template
Once you have that all figured out, you’re ready for the fun stuff: deciding what you’d like in a house. This home buying checklist gives you a list of features to choose from so you can narrow down the type of house you’re looking for.
26. Mortgage calculator template
But before you decide to put in an offer on the house of your dreams, use this mortgage calculator template to see if your mortgage payments are something you can even afford.
Templates can also be helpful when you’re trying to lose or maintain your current weight. I’ll show you two great ones to use for this next.
Personal weight loss
27. Weight loss tracker template
This free weight loss tracker helps you chart your weight loss journey so you can marvel at how much you’ve accomplished.
28. Couple weight loss tracker template
To add to that, grab a partner or spouse and track both of your weight loss journeys with this weight loss template. You can motivate each other to succeed.
Up next, let’s talk about the best Excel templates for managing your business.
Business management
29. Basic invoice template
When you need to create a simple invoice in order to receive payment from your customer, use this free template.
30. Service invoice template
For service-based businesses, this invoice template has everything you need. You can explain what each charge is and describe the services performed neatly and easily.
31. Sales invoice template
If you’re collecting orders from customers, this sales invoice template has your name on it. With this, you’ll be able to track orders and clearly explain to customers exactly what they’re receiving with their purchase.
32. Account statement template
As your month progresses, you can track your sales orders from customers using this free template to make sure you’re hitting your targets each time.
33. Packing slip template
If you’re shipping goods to customers, use this packing slip template to show your customers a breakdown of their order.
34. Price quote template
Anytime you need to send a customer a price quote, reach for this template and you’ll have a professional one to send over ASAP.
35. Purchase order template
Once your customer decides to accept your price quote, you can then create a purchase order thanks to this template.
36. Sales receipt template
To send a simple sales receipt to your customers, use this free template.
37. Rent receipts template
If you’re renting your home or business to a tenant, use these rent receipts to keep things organized. Come tax time, you won’t have to worry about finding the rent paper trail they’ll be asking for.
38. Home office expense tracking template
Solopreneurs working from home will want to use this home office expense tracker to double check that you’re making the most out of your eligible tax deductions.
39. Computer repair invoice template
And if you happen to be in the computer repair business, use this free invoice template instead of the generic one so you can come across as professional and organized.
40. Time card template
Keeping track of your employee time sheets should be a top priority for any manager. This free time card template does that in less time. Simply have your employees “clock in” each day using this sheet and at the end of the week, you’ll have everything you need to run payroll.
41. Weekly timesheet template
Once you have your employees’ daily log all set, you can then transfer that information to this weekly timesheet template to get a better view of their hours for the month.
42. Weekly timesheet with breaks template
This weekly timesheet also includes breaks in it so you can get a more accurate picture of how many hours your employees are working each week. You can view a simple summary of both regular and overtime hours in the ‘Summary Timesheet’ tab.
43. Free payroll calculator template
Before you run payroll, use this free payroll calculator to calculate your employee’s gross pay.
44. Proft and loss statement template
Finally, you can use this profit and loss template to track income statements, profits, revenues, and costs with an easy-to-use dashboard.
Now that you have templates for the technical aspects of operating your business, let’s go over a few to use if you’re just starting out or want to take your business to the next level.
Business planning
45. Competitive analysis template
Before your idea becomes a business, it is vital to know where you stand in the competitive landscape. This handy competitive analysis template has sections for both qualitative and quantitative information on your competitors.
46. Startup business planning template
Every great business starts with two things: a good product and a solid business plan. While I can’t help you with the product itself, I can offer you this free Excel template which shows you everything you need to include in your business plan.
47. Financial plan projection template
And if you’re stuck trying to figure out how to plan your finance, this template will be worth its weight in gold.
48. On-page SEO template
Before you launch your business’ website, or if you already have an existing one live, you should use this on-page SEO template to ensure your website is properly set up for search engines. This simple step can help you drive more leads to your website. If you’re looking to up your SEO game, check out these actionable SEO tips for startups.
49. Marketing calendar template
Once you have your business plan in place, conducted market research, and mapped out your customer’s journey, you’re ready to nail down your 12-month marketing plan. This template will make the task much less intimidating.
50. Marketing editorial calendar
On top of your marketing plan, you’ll need an editorial calendar that outlines the type of content and social posts you’ll share with your audience. Use this free template to plan out the next few months of content for your business.
51. SWOT analysis template
As your business grows, it’s essential that your team grows with it. To ensure your team is taking steps in the right direction, use this SWOT analysis for your business every few months.
52. Event planning template
And when it comes time to celebrate your grand opening or a major milestone, be sure to take advantage of this event planning template so yours runs without a hiccup.
Don’t waste time creating your own templates, use these free Excel ones instead
You’re already busy enough, why add to your stress and overflowing to-do lists?
Instead of spending countless hours creating your own templates, use one of the free Excel templates on our list and you’ll make all the messy, overwhelming parts of your life that much easier.
Whether you’re starting a business or managing your personal finances, this list of 52 Excel templates has you covered.
Ready to become an Excel ninja? We got you – no matter where you are on the skill spectrum.
Check out our Basic and Advanced Excel course and level up today!
Level up your Excel skills
Become a certified Excel ninja with GoSkills bite-sized courses
Start free trial
Microsoft Excel is a very powerful software that can be used to analyze and interpret large amounts of data in seconds. It can further be used to track budgets, expenses, create invoices, financial reports, checklists, calendars, and much more.
But instead of creating an Excel workbook from scratch and wasting hours building such templates, you can use our FREE 141 ready-made Excel templates which are available here.
You can easily download the Excel spreadsheet templates and customize them as needed:
The Excel spreadsheet templates are divided into the following categories:
Analysis & Schedules
1. Calorie Amortization Schedule
2. Family Event Schedule
3. Five Day Event Schedule
4. Weekly Chore Schedule
Budget
5. Actual vs Budget Comparison
6. Budget for Fundraiser Event
7. Business Expense Budget
8. Business Trip Budget
9. Channel Marketing Budget
10. Event Budget
11. Expense – Actual vs Budget
12. Expense Calculator
13. Family Monthly Budget
14. Food Budget
15. Holiday Budget Planner
16. Holiday Shopping Budget
17. Home Construction Budget
18. Household Monthly Budget
19. Monthly Company Budget
20. Monthly Family Budget
21. Personal budget
22. Personal Monthly Budget Spreadsheet
23. Personal Monthly Budget
24. Wedding Budget
Business
25. Activity Costs Tracker
26. Balance Sheet
27. Invoice
28. Mileage and Expense Report
29. Sales Receipt
30. Sales Report
31. Timesheet
32. Budget Summary Report
33. Business Expense Budget
34. Business Expenses Budget
35. Business Financial Plan
36. Business Plan Checklist
37. Business Price Quotation
38. Channel Marketing Budget
39. Check Register with Transaction Codes
40. Construction Proposal
41. General Ledger with Budget Comparison
42. Inventory List with Highlighting
43. Knowledge Management Report
44. Product Price List
45. Service Price List
46. Small Business Cash Flow Projection
Calendar
47. 12-month Calendar
48. Any Year Calendar
49. Any year one-month calendar
50. Calendar
51. Daily appointment calendar
52. Daily appointment calendar
53. Family calendar (any year, Sun-Sat)
54. Seasonal photo calendar
55. Semester calendar
56. Trip Planner
Charts
57. Agile Gantt chart
58. Baby growth chart
59. Cost analysis with Pareto chart
60. Manufacturing output chart
61. Milestone charting roadmap
62. Regional sales chart
63. Run chart
64. Sales pipeline
Invoices
65. Basic Invoice with Unit Price
66. Commercial Invoice
67. Invoice with tax calculation
68. Sales Invoice tracker
69. Service Invoice
List
70. Checklist for back to school
71. Dinner party list with menu
72. Grocery checklist with space for brand
73. Holiday gift shopping list
74. Home contents inventory list
75. Movie list
76. To-do list
77. Wine Collection
Personal
78. 21st-century pie chart
79. Address book
80. Balloon loan payment calculator
81. Bathroom remodel cost calculator
82. Blood pressure tracker
83. Blood sugar tracker
84. Child care log
85. Credit card tracker
86. Daily Checklist Challenge
87. Exercise planner
88. Family travel planner
89. Family vacation checklist
90. Family vacation itinerary
91. His and hers weight loss tracker
92. House cleaning checklist
93. Job application log
94. Loan calculator
95. Loan comparison calculator
96. Mileage log
97. Personal expenses calculator
98. Personal Inventory
99. Personal net worth calculator
100. Resume Wrangler
101. Retirement planner
102. Savings estimator
103. Simple meal planner
104. Simple personal cash flow statement
105. Sports sign up sheet
106. Sports team roster
107. Telephone conversation tracker
108. Vacation items checklist
109. Vehicle service record
110. Wedding invite tracker
111. Weight Loss tracker
Profit & Loss
112. Annual Financial Report
113. Balance Sheet with Financial Ratios
114. Breakeven Analysis
115. Income Statement 1 year
116. Profit and Loss Statement (with logo)
Projects
117. Gantt project planner
118. Infographic timeline
119. Marketing project planner
120. Project issue tracker
121. Project plan for law firms
122. Scrolling roadmap
Trackers
123. Baby shower planner
124. Bid tracker
125. Business travel expense log
126. Camping trip planner
127. Cash Flow Tracker
128. Credit Card log
129. Employee attendance tracker
130. Gas Mileage Tracker
131. Home schooling progress record
132. Library book checkout sheet
133. Petty Cash Log
134. Sales Commission Calculator
135. Sales Tracker
136. Student assignment planner
137. Subscription and membership tracker
138. T-account ledger
139. Teacher’s grade book
140. Touch Base Tracker
141. Video Game Tracker
Each of the Microsoft Excel templates contains a brief description along with a direct download link. Let’s dive into each category and the individual Microsoft Excel templates that are available for free to download within them!
Analysis & Schedules
1. Calorie Amortization Schedule
- Use this Excel template to analyze your calorie intake and plan your weight loss accordingly.
- You have to insert your current weight, age, goal weight, height, gender, activity level.
- Your daily calorie needs will be calculated.
- Follow the calorie needs and eventually achieve your target weight.
2. Family Event Schedule
- This template can be used to plan and record an hour-to-hour schedule of daily activities.
- It can be used to record the schedule of a five-day family event.
- You can also insert lunch and breaks in the schedule.
- Scheduling the activities can make the family event executed on time and well organized for everyone.
3. Five Day Event Schedule
- This template can be used to document different activities for a five-day event.
- It keeps track of the activities every half an hour including breaks.
- It will help you to plan the event in advance and within the desired time frame.
4. Weekly Chore Schedule
- Use this template to assign weekly chores to family members and keep track of their progress.
- List all the household tasks in one column
- Under each day of the week assign a task to a person and check off that task once completed.
In the next section, we will cover a list of Free Excel templates to help you create budgets and estimate revenues and expenses!
Budget
5. Actual vs Budget Comparison
- This easy to use template can be used to compare how your planned budget varies with what you have actually spent.
- It can be used to evaluate the overall performance of the company.
6. Budget for Fundraiser Event
- This budget template can be used to track your sources of funds – incoming donations, fundraising ticket sales, sponsorship, etc.
- Record outgoing expenses incurred by a fundraising event – venue of the event, food for the guests, various entertainment, permits, and fees, etc.
- You can set your event goal and see your progress towards it.
7. Business Expense Budget
- Use this template to pen down the actual monthly expenses and the planned budget under different expense categories for your business.
- You will be able to see the variance between actual and budget expenses.
- Using this template you can make strategic decisions like where you may need to cut back, and the general health of your company, etc.
8. Business Trip Budget
- Planning to go on a business trip? Want to keep track of your expenditures?
- This template will be perfect for you.
- Use it to input your expenses and the target budget for this trip.
- Excel will check whether or not you are within the allocated budget.
9. Channel Marketing Budget
- Use this template to create a channel marketing budget for you.
- You can enter the anticipated sales for each month and other details in tables.
- Total costs will be auto-calculated and sparklines will also be created.
10. Event Budget
- Use this template to track expenses incurred and income earned through an event.
- You can fill in expenses incurred and income generated in their respective sheets.
- The net income will be auto-calculated in the summary sheet.
11. Expense – Actual vs Budget
- In this template, you can insert your budgeted personal and operating expenses.
- Put in the actual expenses incurred for the same.
- Excel will automatically calculate the difference between actual and budget for you (in both amount and percentage).
12. Expense Calculator
- In the Expense Log sheet, you can insert the date, category, subcategory, amount, and note for the expense incurred.
- An Expense dashboard will be created automatically.
- The bar chart for different expense categories will be formed.
- You can even use the slicers below to filter the data based on the date, category, and subcategory.
13. Family Monthly Budget
- You can enter the monthly expense details (like description, category, projected cost, actual cost, difference, and actual cost overview) in the expense sheet.
- You can modify or enter a new category in the Additional Data worksheet.
- You can then refresh the PivotTable by clicking on the Data tab > Refresh All.
- The monthly budget report will be updated and the dashboard will reflect the monthly expense.
14. Food Budget
- This Excel template can be used to track your household food expenditure.
- You can insert your food spending details in this accessible budget template.
- The details include the date of spending, category, item, quantity, price, amount, and the place of spending as well.
- A dashboard will be created on the report sheet where you can filter data as per your time period to examine the expenses incurred by food category and places.
15. Holiday Budget Planner
- Use this template to manage your Christmas or any other holiday spending.
- You can insert your actual and budget spending based on different categories like gifts, packaging, travel, holiday meals, entertainment, and others.
- The total difference between actual and budget spending will be calculated for you.
16. Holiday Shopping Budget
- This template will help you plan your holiday shopping with ease. It will help you breakdown your holiday budget so that you can easily manage your spending.
- In the List Entry sheet, you can enter names, types of gift, gift, cost, purchase details, delivery, and wrapping status.
- A Pivot Table in the second sheet will provide you with a detailed breakdown of expenses. It displays the total spending, your budget, and the difference between the two.
- You can even filter to narrow down your search and examine the money spent on a particular category of gifts.
17. Home Construction Budget
- Use this template to get control and stay within the budget for any home construction or home improvement.
- You can track your material and labor expenses against the stated budget and see if you are within your budget and the remaining funds if any.
- You can also analyze the total amount spent on the construction project and also control the cost in several ways.
18. Household Monthly Budget
- This template will help you set a household monthly budget that will control spending and save money.
- It will give a clear picture of what and where you are spending on a monthly basis.
- It will show you the breakdown of actual expenses and how much more or less you have spent against your expectations.
19. Monthly Company Budget
- You can track your monthly company budget using this accessible Excel template. It can help you monitor your spending, reduce stress, and make every penny accounted for.
- You can input your financial information like income, personnel expenses, and operating expenses.
- The top 5 operating expenses will be displayed on the summary sheet.
- After inserting your estimated and actual figures, the difference between the two will be tabulated with a color-coded bar chart for easy comparison.
20. Monthly Family Budget
- You can insert your projected and actual income and expenses details in their respective sheets.
- The variance between the two will be shown on the individual sheet as well as the cash flow sheet with a color-coded bar chart.
- This template will help you understand whether you have more money or less at the end of the month as per your estimation.
21. Personal budget
- Monitor your monthly income, expenses, and saving using this handy Excel template that can help you organize your financial life.
- Record your income, savings, and expenses clearly for every item and you can even insert or delete rows as per your line items.
- Once you enter the actual figures, the summary sheet will be updated automatically.
- A donut chart and bar chart on the summary sheet will guide you clearly to understand your income and expenses.
22. Personal Monthly Budget Spreadsheet
- This easy-to-use personal budget will help you quickly gain visibility into your monthly finances.
- Record what you have spent and your estimate for the month under various spending categories and the difference between the two.
- Use this template to keep yourself from overspending and aim to identify unnecessary expenses.
23. Personal Monthly Budget
- Using this budget template will help you keep your expenses equal to or lower than your income for the month.
- You can enter your projected and actual cost for different spending category and the difference will be calculated for each cost item.
- Projected balance, actual balance, and difference are auto-calculated.
24. Wedding Budget
- Download this wedding budget Excel template to plan your wedding well in advance and eliminate any surprises.
- You can fill in the actual wedding expenses and your estimates for different categories like the outfit, reception, music, decoration, etc.
- The summary sheet will auto-compute and visualize your expenses and quickly alert you whether you are over or under spending in each category.
There are various Free Excel templates to help you streamline the speed and utility of your business that will be covered in the next section.
Business
25. Activity Costs Tracker
- The activity cost tracker will provide you with a graphical illustration of the direct, indirect, general, and administrative costs associated with production.
- Enter key details related to the costs of the two products including direct cost, indirect cost, general and administrative cost, product cost per unit, unit produced per week.
- You can even analyze the unit cost of the products and compare the two products.
26. Balance Sheet
- A Balance Sheet is a foundation to build a company’s financial statement and this easy-to-use Excel template will prove to be extremely useful for you.
- Enter Assets and Liabilities and Owner’s Equity details on the respective sheets.
- Balance Summary and Year on Year charts will be automatically updated for easy comparison.
27. Invoice
- Use this Excel template to create a professional-looking invoice for your company within a few minutes.
- Enter the sales details in the table provided and Excel will display the line item totals, sales tax, and deduct any discounts offered.
- You can use these ready to print invoices next time you are in hurry. Simply, insert company name and invoice details and you are good to go!
28. Mileage and Expense Report
- Use this template to record your mileage used for business.
- You can set the rate per mile and reimbursement amounts are calculated for you.
- You can even filter your data by date, destination, distance, etc.
29. Sales Receipt
- If you are trying to sell a product or service, this Excel template will be really helpful for you.
- To quickly create a sales receipt, enter the following information: Customer Information, Invoice No, Invoice Date, Payment details, Sales Receipt details, and Tax Rate.
- An itemized receipt for items will be designed for you to give it to your customers.
30. Sales Report
- This template is designed to monitor your customers and products with a sales report.
- Simply enter sales details including product, customer name, quarterly and total sales in the Sales Data worksheet.
- The 4 Pivot Tables highlighting Sales by product, Sales by customer, Top 10 products sold and Top 10 customers will be prepared for you in their respective sheets.
31. Timesheet
- Excel Timesheet Template can be used to track efficiency and productivity for a company.
- You can have your employees fill out time in, time out, and lunch breaks on a daily basis.
- The daily number of hours worked, total week hours, and overtime hours calculations will be done by Excel.
- This template is extremely useful if your employees are working remotely and you need to keep a log of their work hours.
32. Budget Summary Report
- Use this template for a profit & loss and balance sheet summary chart of your organization.
- Enter budgeted and actual monthly items related to profit & loss (like revenue, gross margin, general expenses, etc.) and balance sheet (like accounts receivable, inventory, payable, etc.)
- Budget vs actual variance and charts pertaining to these data will be updated automatically.
33. Business Expense Budget
- Use this Business Expense Budget workbook to track Planned and Actual Expenses and Variances.
- Enter details in tables in the Planned Expenses worksheet and Actual Expenses worksheet.
- Tables are auto-updated in Expense Variances worksheet and charts in Expense Analysis worksheet
34. Business Expenses Budget
- Use this Business Expense Budget to compare the estimated, budgeted projections with the actual performance.
- Enter planned and actual employee costs, office costs, marketing costs, and training/travel costs
- The variance between the actual and planned for each cost item will be displayed in the variance sheet and an expense analysis pie chart will also be updated.
35. Business Financial Plan
- It is important as you start your business, to know what expenses you will need to fund before customer sales or the cash they generate is received.
- Creating a financial plan is where all of the business planning comes together.
- Enter your product, the target market, and target customers, along with pricing in the cost template.
- Forecasting costs, sales, and profit will be calculated in the profit and loss template.
36. Business Plan Checklist
- Use the Strength, Weakness, Opportunity, and Threat (SWOT) analysis framework to help you get clarity on how your company is growing and developing.
- Create a checklist of the key activities that need to be performed when preparing a formal business plan.
- You can also assign the owner and completion date to the key activities.
37. Business Price Quotation
- This Excel Template can be used to provide a cost estimate to customers specifying a price, quantity, and other information.
- You can insert product details like quantity, unit price, tax amount, and also the date till when is the quotation valid.
- A quotation for the requested items will be prepared in the form of a detailed list making your life easier.
38. Channel Marketing Budget
- This free Excel template can be used to determine how much your company needs to allocate for channel marketing on a monthly basis.
- This well-designed template is useful in understanding the trend of various line items in your channel marketing budget.
- You can type in the monthly amount spend on different cost items like human resources, telemarketing, commission, training, broker, distribution, etc.
- The yearly total is automatically computed along with the sparklines.
39. Check Register with Transaction Codes
- Use this excel register to keep track of all transactions with transaction code in an organized manner.
- Enter all details related to your payments, purchases, deposits, and even interest related to your checking account.
- This checkbook register keeps a running balance for you.
40. Construction Proposal
- Use this template to send your supplier a customized construction proposal for your project.
- Enter construction details in the line items table along with the company logo.
- Total due is automatically calculated.
41. General Ledger with Budget Comparison
- This Microsoft Excel budget template can be used to track your financial accounting activity accurately.
- You can use this template to maintain a ledger and prepare a budget.
- You can compare your budget to your actual expenses to assess the variations.
42. Inventory List with Highlighting
- This worksheet tracks inventory for items listed in the inventory list table.
- It contains the ability to highlight and flag those items that are ready to be reordered.
- Discontinued items have strikethrough formatting and a Yes in the Discontinued column.
43. Knowledge Management Report
- Use this template to gauge the relevancy of your information to your employees.
- Understand the effectiveness of your knowledge management system and empower your workforce.
- You can track the knowledge content, costs, and usage statistics, and other quantifiable components of knowledge management.
44. Product Price List
- This template can be used to create a price list of your products.
- You can include product details like product name, product number, description, retail price, and bulk price.
- This template will make answering the customer’s questions about cost easier.
45. Service Price List
- Keep a record of the service list provided by your company in this handy template.
- This template can be helpful for your customers to know the prices of different services so that they can make a decision regarding the purchase.
- Enter your service id number, service type, description, and price.
46. Small Business Cash Flow Projection
- Keep track of the cash that comes in and goes out of your organization using this cash flow template.
- You can calculate your income and expenses, and get a clear idea of how much cash you’ll be left with over a specific period of time.
- The cash balance below the minimum cash balance set up by you will be highlighted in red.
In the next category, there is a list of Microsoft Excel templates to help you create calendars to organize your days!
Calendars
47. 12-month Calendar
- This Excel template can be used to create a customized monthly calendar for you.
- This Excel workbook contains a total of 13 sheets – one worksheet for each month.
- You can use the calendar setting on the right side of the worksheet to enter the year and week start and the calendar will get updated based on the input.
48. Any Year Calendar
- You can keep track of dates and appointments using any year calendar in Excel.
- You have the option to select any year and week start and based on that the calendar will be updated.
49. Any year one-month calendar
- This calendar template in Excel is a one-month calendar for any year and any month.
- You can select a year, month, and calendar’s starting day of the week in this template.
- Enter daily notes as well.
50. Calendar
- Create a custom one-month custom calendar for your family, business, or school using this template.
- Customize the year and starting day of the week for all months.
- Each month is displayed on a separate worksheet.
51. Daily appointment calendar
- You can a note of all your daily appointments using this custom calendar.
- You can set start time, time interval, and week start date and your calendar will be updated.
- Using this template, you can see how your day and the rest of your week will look like.
52. Daily appointment calendar
- This is a great tool to create a Daily Appointment Calendar in this worksheet.
- Enter appointment details like description, phone number, and notes in the Appointments table.
- It contains time spread out in 30-minute increments so you can plan activities throughout your day.
53. Family calendar (any year, Sun-Sat)
- Keep track of important dates and enter notes in this Family Calendar.
- Customize calendar title and select year.
- Each month’s calendar is auto-updated.
54. Seasonal photo calendar
- Create a custom one-month calendar in this workbook.
- Customize year and starting day of the week for all months with this January worksheet.
- Each month is on a separate worksheet and season is mentioned on the top of the worksheet.
55. Semester calendar
- Enter course details like course ID, course name, instructor, day, year, time start, and time end.
- Class duration, deadlines, and weekly schedule will be automatically calculated.
- A 4-month functional calendar will also be updated with the due date of the courses.
56. Trip Planner
- Use this trip planner to jot down important information about the entire travel.
- This Trip Planner will be an aid in recording and organizing important details and schedules.
- You can insert all information related to your travel, lodging, activity, and budget.
We will include a list of Excel templates free to help you create charts and visualize your data in the next section!
Charts
57. Agile Gantt chart
- This template provides a simple way to create a Gantt chart to help visualize and track your project.
- Simply enter the description of your task, select a category of Goal, Milestone, On Track, Low Risk, Med Risk, High Risk, Progress as a percent of task completion, a Start Date, and Number of days to complete the task.
- The Gantt chart fills in and is color-coded to help distinguish the various categories. A scroll bar allows you to scroll through the timeline.
58. Baby growth chart
- Use this template to measure the growth of your baby. It is a graphical picture of development that occurs in a baby.
- Enter the baby’s name and growth details in this worksheet.
- Baby Growth Chart showing weight and length percentiles with respect to age will be automatically updated.
59. Cost analysis with Pareto chart
- This template will provide you with a quick assessment of where most of the money is going and where changes can have the greatest impact.
- You need to enter the cost item and its amount and the percentage of the total, the cumulative percentage of these cost items will be calculated.
- A bar chart will also display the costs against your expenses and an orange line that illustrates when you have gone over budget on your expenses as well.
60. Manufacturing output chart
- This Excel template helps the company to see how their production of components varies from day-to-day over a given month
- You can enter the number of components manufactured that are completed daily and the chart will be updated automatically.
61. Milestone charting roadmap
- This template is used to display a series of events in chronological order over a linear timescale.
- This roadmap uses positions to chart milestones and activities. Positions can be used to add weight to a milestone or activity. Simply adjust the values according to your weight preference.
- To add more milestones, simply insert a new row above the existing one.
62. Regional sales chart
- This template can be used to graphically represent your regional sales and prepare a sales report for your organization.
- Enter the monthly sales amount for different regions. The total sales for each region and a line chart for regional sales will also be updated.
63. Run chart
- This run chart can be used by a company to help them in visualizing the data based on time.
- Five samples are taken and the data for the same is entered.
- The mean of 5 samples is calculated and a graph for daily average with sample mean is also displayed.
64. Sales pipeline
- Use this Sales Funnel template to virtually show how many of your leads turn into sales.
- It helps you analyze the average conversion rate of potential customers.
- You need to enter the number of prospects and lost customer for different stages of the sales process and the sales funnel chart will be updated automatically.
In the next section, we will cover a list of Microsoft Excel templates to help you create professional-looking invoices for your clients!
Invoices
65. Basic Invoice with Unit Price
- This basic invoice template includes columns for listing goods or services provided as well as unit cost.
- Enter company details like company name, address, invoice date, due date, etc.
- Excel Template will automatically calculate line totals based upon quantity and unit price, as well as grand total.
66. Commercial Invoice
- Use this template to create a professional invoice for your business.
- Enter information related to transactions like company name, address, invoice number, date, sales amount, etc.
- Line totals based upon quantity and unit price, as well as grand total, will be calculated automatically.
67. Invoice with tax calculation
- Use this template to create an invoice for your sales with tax calculation.
- Enter details like company name, address, description, sales amount, and tax rate.
- The total sales amount and tax amount will be calculated automatically.
68. Sales Invoice tracker
- The Invoice Tracker is designed to maintain a history of customers, invoices, and invoice details.
- You can record details related to different invoices in one place without creating multiple files.
- You can also use the Invoice Tracker to analyze your previously invoicing data.
- For example, you can view all invoices for a customer, a specific project, or view all invoices for the last month, the last year, and more.
69. Service Invoice
- This Excel template can be used to create a customized professional designed invoice for the service provided by a company.
- You can enter the company name, address, service date, the rate per hour charged, number of hours worked, etc.
- The total amount for each service and the grand total is calculated and you can easily print this and send it to your customer.
Up next, we’ll provide you with a plethora of Excel spreadsheet templates for keeping a to-do list.
List
70. Checklist for back to school
- You can use this checklist to be prepared for the school when it begins and to stay on budget.
- List your checklist between the things that need to be done and the things that need to be purchased.
- To mark an item as done, double click under the Done column.
71. Dinner party list with menu
- This template is a perfect tool for putting down ideas related to the dinner party and defining the planning process.
- It will provide you with a well-defined dinner list with a menu of all the food you are planning to serve.
72. Grocery checklist with space for brand
- You can use this Grocery List to help you keep track of the things you need to buy.
- Add to or modify the items on the list to personalize it before you go shopping.
- You can either print the list and check off each item by hand as you purchase it, or you can double click on the cells under the column Done to make a checkmark appear.
73. Holiday gift shopping list
- The key to enjoying a holiday is being organized and making a to-do list including what you need to gift to people.
- Divide your list into different columns containing details like the name of the receiver and the product you have chosen for them.
- In the following columns, add the store name or URL, price, whether or not the gift is bought, wrapped, or delivered.
74. Home contents inventory list
- With this Excel template, you can create a list of your valuables at home for insurance purposes.
- This list may prove to be extremely crucial in case of any unfortunate event of a fire, break-in, or other property loss.
- Keep track of item details, purchase cost, current value, and photos.
75. Movie list
- With the Excel template, you can keep a record of your favorite movies and TV series and share with family and friends.
- You can use the dropdown arrows to filter your movie list.
- The star rating column lets you give a review of which movie you have watched.
76. To-do list
- You can use this template to make a to-do list with a due date, priority level, and the person it is assigned to.
- Update the Done column when the task is complete.
- The table uses conditional formatting to highlight the task that is due today and it updates dynamically.
77. Wine Collection
- With this template, you can keep an inventory of your personal wine collection.
- Enter details like name, color, country of origin, region, market value, bottle size, etc.
Personal Excel Templates free are extremely useful and we’ll show you a few great ones for this next!
Personal
78. 21st-century pie chart
- Create a pictorial representation of your finances using this 3D pie chart template.
- Each slice of the pie chart contains an asset type name and percentage.
- Enter your asset type and amount, and the pie chart will update automatically.
79. Address book
- This Excel template will help you to save the contact information of your friends, family, and clients.
- Enter contact details like name, work number, home number, email, birthday, address, city, zip, and notes.
80. Balloon loan payment calculator
- With this Excel template, you can easily evaluate your financial situation and figure out a payment schedule for this balloon payment loan.
- Enter assumptions like loan amount, annual interest rate, amortization period, and years till payment.
- Excel will automatically compute your monthly payment, total monthly payments, total interest, the total amount paid, and a balloon payment due.
81. Bathroom remodel cost calculator
- Use this accessible template to keep track and get control of the bathroom remodeling cost.
- It provides a comparison between actual costs versus projected costs for every component of your remodeling project.
- Difference columns in the table will show if the actual went over the estimated amounts. Red numbers show went over (negative) and black shows under numbers (positive).
82. Blood pressure tracker
- With this Excel template, you can populate an individual’s blood pressure and heart rate over a period of time.
- Once you enter the daily blood pressure, the template will automatically highlight the cells in red where the blood pressure may be abnormal.
83. Blood sugar tracker
- Use this template to record your glucose level regularly over a period of time.
- Excel will calculate the running total and chart the levels for you.
84. Child care log
- You can ask your babysitter to log their time and list various activities like a meal, bath, book reading and storytelling, bottle feeding and diaper change for infants and little babies, nap, snack, and others.
- Enter a 1 in cells B3 to N31 to get a checkmark indicating items that are complete, and similarly to Flag Discipline Problems in the Discipline Problem column.
85. Credit card tracker
- A credit card template can be used to help the credit card owner take full control of debts.
- You can track your charges, transaction fees, and payments to your credit card account.
- The running balance will be calculated automatically.
86. Daily Checklist Challenge
- Type in the name of the player and decide on the goals you’d like to try to accomplish on a daily basis.
- The goals should be something you can accomplish on a scale of 1-5.
- Watch the charts to see who’s winning at the end of each day.
87. Exercise planner
- This Excel template can help you plan, track, and organize your health and fitness goals.
- It comes pre-loaded with four exercises per category including Warm-Up, Strength, Cardio, and Cool-Down, and track your progress by week.
- Excel will automatically calculate the difference between your target and actual reps and weights for each exercise.
88. Family travel planner
- This family travel planner can be used to provide a bird’s eye view related to your travel.
- You can record and keep travel details like your important flights, hotels, emergency contacts, blood types, packing, and be more organized.
89. Family vacation checklist
- Use this Excel template to create a checklist for your family vacation.
- Enter items under different categories like documents, medical, electronics, etc.
- Double-click on the done column of the checklist table when the item has been packed or repacked.
90. Family vacation itinerary
- With this Excel template, you can feed in information related to your family vacation itinerary.
- Enter details like personal info and emergency contacts to car rental and flights, etc.
91. His and her weight loss tracker
- This worksheet tracks two persons’ weight loss over one month’s time.
- Set a goal and enter a weight for each day of the month to calculate percent weight lost & total weight lost.
- Your progress can be tracked in this template and encourage each other to stay fit and have a balanced diet.
92. House cleaning checklist
- Create a daily, weekly, monthly, and seasonal house cleaning checklist in this free excel template.
- Mark items that are Done in this column under this heading using any convention, for example, mark completion with an “X”.
- Blank cells indicate incomplete tasks.
93. Job application log
- Use this template to keep an account of all the important job interviews that you have applied for and never miss an interview.
- You can input information related to the interview like job title, company name, contact number, mailing address, application status, follow-up date, etc.
94. Loan calculator
- You can use this Excel template to create a loan amortization schedule based on the details you specify.
- Enter loan related information like interest rate, loan amount, loan period, and start date of the loan.
- Your monthly principal and interest payment will be calculated automatically.
95. Loan comparison calculator
- This Excel template can be used to compare different loan scenarios and access which one is the best for you.
- Comparison is based on 4 different criteria – interest, installments, repayment duration, and total repayment.
- The summary of the comparison will be displayed both in number and graphical format.
96. Mileage log
- You can use this template to track the distance covered for both business and personal travel.
- You can input details like your mileage, the dates of your drives, and the places you drove.
- Total mileage will be calculated and recorded automatically.
97. Personal expenses calculator
- Keep track of your personal expenses and understand where exactly what activities and bills are using up your money with the help of this Excel template.
- In the expense log sheet, feed in the date, category, sub-category, and amount related to a particular expense.
- The information provided will be used to populate the main expense graph containing one bar for each category of expense.
98. Personal Inventory
- Use this Excel template to manage and track a person’s total collections or assets.
- It contains a contact card with information about the insurance policy and an insurance company.
- It also includes an itemized table to list down your inventory.
99. Personal net worth calculator
- With the help of this Excel template, you can get an idea of the your personal net worth.
- Create a list of assets and debts containing category names, items, and amount in their respective worksheets.
- Excel will calculate the total net worth by evaluating the total assets and liabilities.
100. Resume Wrangler
- Use this template to check and organize the information that you share while applying for a new job.
- Enter details like company name, contact number, email, website, application date, resume version, address, follow-up date, etc. in table
101. Retirement planner
- Use this Excel template to estimate how much you need to save to reach your retirement goals.
- Enter details like your age, annual income, savings, investment return information, desired retirement age, and income.
- The template will calculate the required earnings and savings each year to achieve your goals and also provided a graphical representation of the same.
102. Savings estimator
- This is a simple yet powerful online Excel calculator used to help you make predictions of the amount you need to save to achieve your goals.
- Enter saving start & end dates, trip cost & prior savings.
- Saved & need to save amounts are automatically calculated.
103. Simple meal planner
- Use this meal planner to help you eat better and see how stress-free mealtimes can be.
- Plan your meals including breakfast, lunch, dinner, and snacks for seven days of the week.
104. Simple personal cash flow statement
- This template will help you manage your cash flow and keep track of where your money is going on a weekly, monthly, and annual basis.
- Enter an annual cash flow amount over various areas. See the monthly breakdown and how everything compares, and most importantly what your bottom line is in both annual and monthly figures.
- Enter the monthly cash flow or estimate the remaining months to see the projected cash flow for the year for each month.
- Enter an estimated daily cash flow and review the estimated monthly and annual totals. Use this to get a sense of what your daily spending habits will look like over the course of a month or year.
105. Sports sign up sheet
- Customize the sports sign up sheet to fit any sports or event.
- Enter player details like name, guardian name, phone, email, and volunteer information.
106. Sports team roster
- This template can help coaches to keep an up-to-date team roaster that contains complete details related to the players.
- You can enter the coach’s detail like name, phone number, and email, details related to players like name, birth date, phone number, email, etc.
- Excel will automatically provide you with an automated player count.
107. Telephone conversation tracker (for incoming and outgoing calls)
- Use this Excel template to document and organize all your organization’s incoming and outgoing phone calls.
- Enter details like date, start time, end time, name, phone number, subject, notes, follow up, etc.
- Keeping a record of all your phone calls will help you reduce or eliminate disputes and helps you provide personal attention to each client.
108. Vacation items checklist
- Use this vacation item checklist to have an organized and well-prepared trip.
- You can filter the table using the slicers present on the right side of the template
- Want to clear all the checkmarks? Simply click on the clear button.
- Double-click in the done column of the checklist table when an item has been packed or repacked.
109. Vehicle service record
- This template will ease your work of keeping a complete record of your vehicle’s service history.
- Enter the information that was applicable from the range of services: oil changing, lubricant application towards the chassis, oil filter changing, air filter changing, transmission fluid changing, and the flush cooling system, etc.
- The year-to-date total service cost is calculated automatically.
110. Wedding invite tracker
- This template is one of the tools that can make your wedding preparation easier and well planned.
- You can keep track of the people you have invited to your big day and see who has or has not RSVP’d.
- In the RSVP tracker worksheet, you can enter all the invitees including guest name, RSVP, invitation to the party, guest, relation, the address, city, state, zip, phone, and email.
- In the RSVP summary worksheet, you will see the wedding date, days remaining, how many guests are attending for the bride, groom, or other displayed.
- You can also add personal notes if you want.
111. Weight Loss tracker
- You can use this Excel template to helps you to track all your weight loss activities and goals.
- Input your daily weight in the table provided and your goal weight and chart view at the top.
- Your results will be charted on the graph.
Up next, we’ll provide you with a plethora of Excel spreadsheet templates that can help you in financial planning and analyzing profit and loss!
Profit & Loss
112. Annual Financial Report
- This Excel template can be used to report your company’s year-over-year financials and understand how well the company is performing financially.
- You can input key metric details like revenues, operating expenses, operating profit, depreciation, interest, net profit, tax, etc. for the current year as well as the previous year.
- The top 5 key metrics selected in the setting worksheet will be displayed at the top.
- The percentage change of the key metric and the 5-year trend will also be calculated and displayed for you.
113. Balance Sheet with Financial Ratios
- Use this Excel template to get an overview of the balance sheet with financial ratios and an indication of a company’s financial performance in key areas
- Enter the amounts related to the assets and liabilities items in the balance sheet.
- The percentage of the total and the different ratios like the current ratio, quick ratio, cash ratio, working capital, debt-to-equity ratio, and debt ratio will be calculated automatically.
114. Breakeven Analysis
- This template can be used to analyze the sales amount required to break-even considering all fixed and variable costs.
- You can enter the amounts for the variable cost and fixed cost.
- The breakeven sales level will be calculated for you.
115. Income Statement 1 year
- This Excel template will summarize the income statement for a period of over 1 year for a company.
- Enter the amounts for revenue achieved and expenses incurred.
- Net sales, the total cost of goods sold, gross profit, total expenses, net operating income, total other income, and net profit will be calculated automatically.
116. Profit and Loss Statement (with logo)
- Use this template to create a Profit & Loss Statement in this workbook.
- Enter the details like sales amount, income gained, expenses incurred, and, taxes incurred in their respective worksheets.
- Current gross margin and current return on sales are automatically updated in this worksheet based on entries in other worksheets.
In the next section, we’ll cover a few Excel spreadsheet templates on project management!
Project
117. Gantt project planner
- This Gantt project planner can be used to helps you plan, track, and synchronize the activities of a project. The project planner uses periods for intervals.
- Enter the plan start, plan duration, actual start, and actual duration for each activity.
- The percentage completion and chart for each activity will be updated.
118. Infographic timeline
- You can use this Excel template to chart 5 significant milestones for a project or product’s development.
- Enter the date, milestone title, and description or activity. To modify or add timelines, simply update the table in the Chart Data worksheet.
- The infographic timeline chart will be updated based on your input.
119. Marketing project planner
- Use this Excel template to track deliverables of a marketing project to owners, as well as dates and costs.
- Enter details like marketing task, status, owner, assigned to, anticipated start date, anticipated end date, actual start date, actual end date estimated cost and actual cost.
- List data worksheet is used to populate the owner and assigned to columns as well as map a person to their title.
120. Project issue tracker
- This Excel template will be used to get your project issues tracked and fixed in time.
- Enter issue details like type, priority, opened on, opened by, closed on, closed by, and other notes.
- A chart containing open vs closed issues will be displayed and determine how efficiently the issue is resolved.
121. Project plan for law firms
- Use this spreadsheet to track project parameters, project details, and project totals during project planning for law firms.
- Fill in the company name in the project parameters worksheet and it is auto-updated in other worksheets.
- Enter information in the project parameters worksheet to update column charts and in the project details worksheet. PivotTable in project totals worksheet is auto-updated.
122. Scrolling Roadmap
- This roadmap uses positions to chart milestones and activities.
- Positions can be used to add weight to a milestone or activity.
- Simply adjust the values according to your weight preference.
In the next section, we’ll cover a list of Excel templates free that will act as trackers and let you know if you have reached your defined goal.
Trackers
123. Baby shower planner
- Use this Baby Shower Planner to create a list of guests to be invited to the baby shower event.
- Fill in the basic details like For who, When, and Where the event will be organized.
- Track cost of food and drinks, decoration items, and other supplies using respective tables.
- Create a Task List with Date or Time and Notes.
124. Bid tracker
- Track bidding activities using this Bid Tracker workbook.
- Enter bid details like bid date, description, date received, amount, percentage completion, deadline, and days left.
- Clustered column chart and pivot table are automatically updated in the Summary worksheet.
125. Business travel expense log
- Use this Excel template to evaluate your business travel cost with the expense log.
- Enter travel details like starting destination, ending destination, expenses for transportation, lodging, and meals.
- A summary containing the total trip days, transportation expenses, lodging expenses, and meal expenses will be calculated.
126. Camping trip planner
- This Excel template can be useful for anyone who is planning to go to a camp and wants to trip it to go smoothly without any unexpected events.
- You can enter details such as Name, Location, Distance, Cost, and Reservations in the Possible Campgrounds worksheet.
- You can enter details related to possible camping activities such as fishing, hiking, hunting, bringing dogs, having a playground for children, and many others in the Campground Details worksheet.
- In the Gear worksheet, you can list your Clothes, Sleeping Gear, Cooking/Eating Utensils, Food, Emergency Supplies, and other things you may want to bring.
- In the Resources worksheet, you can list your Guidebooks, websites for reference, stores to go to or visit before or during your camping trip, maps, and other references.
127. Cash Flow Tracker
- Use this Excel template to document cash inflow and cash outflow for a company.
- You can input the income and expenses information for the three cash categories including operating, investment, and financing.
- Total operating, investment, and financing expenses and final cash balance will be calculated automatically.
128. Credit Card log
- Use this Excel template to track and report details regarding credit card expenditures.
- You can log the transaction date, description, amount, merchant bank, and transaction fees.
- The running balance will be calculated automatically.
129. Employee attendance tracker
- This Excel template can be used to track the attendance schedule of your employees and assess their job performance.
- You can input the days when an employee was working, took a vacation, personal or sick days.
- The key statistics based on the input provided will be shown below.
130. Gas Mileage Tracker
- This Excel Spreadsheet can be used to log your vehicle’s mileage and how much you are spending on a trip.
- Enter trip and fuel details like date, trip meter, total gallons, total fuel cost in the Mileage Calculator table.
- Cost/Galloon, Miles/Gallon, Cost/Mile will be calculated automatically.
131. Homeschooling progress record
- This template is like a report card and can be used to keep track of your student’s homeschooling progress.
- Enter student & subject-wise details like a student’s name, age, grades, name of the teacher, individual subject performance analysis, overall performance analysis, and more.
- Total marks possible scored, and overall marks percent are automatically calculated.
132. Library book checkout sheet
- This Excel workbook will be used for logging details of the students who have borrowed or returned a book from the library.
- Enter details like student name, email, contact number, book title, date borrowed and date returned.
- The number of days until the book is returned will be calculated.
- Once the days until overdue is mentioned at the top, the record that is past the due date will be highlighted in red.
133. Mileage Log and Expense Report
- This Excel template will be helpful in recording and keeping track of travel expenses.
- Enter trip details like date, starting location, destination, description, odometer start, and odometer end.
- The mileage and reimbursement will be calculated in this template.
133. Petty Cash Log
- Maintain a log of the petty cash used in this Excel template so that you can reconcile your cash expenses at the end of every month.
- Enter details like date, receipt number, description, the amount deposited, amount withdrawn, charged to, cash received by and approved by.
134. Sales Commission Calculator
- This template is useful in determining the commission owned by each salesperson.
- Enter details like salesperson name, total sales amount, and commission percentage.
- The commission received by each salesperson, total sales, and total commissions paid will be calculated automatically.
135. Sales Tracker
- Keep a record of your sales and profit using this sales tracker in Excel and understand how much you are earning for your sales effort.
- This template has two areas: one for the graphs and another for a table where you can input information.
- You need to input information such as name of item, cost per item, markup, total sold, total revenue, shipping charge, shipping cost, profit per item, returns, and total income.
- Based on these data, the bar chart (profit per item) and the pie chart (% income per product) will be updated.
136. Student assignment planner
- Students can use this Excel template to schedule their school assignments on a weekly and monthly basis and ace them in class.
- You can list all your assignments with their due dates.
- The assignment for each subject by month and assignments due each week will be displayed.
137. Subscription and membership tracker
- Record details related to subscription and membership using this Excel tracker.
- You can feed in data like organization name, date paid, amount, length, expiration, renewal method, renewal date, and other notes.
138. T-account ledger
- Use this Excel template to trace accounting transactions through the accounts on the general ledger for your business, organization, or personal use.
- Enter debit & credit amounts in the ledger table.
- Account status (whether balanced or unbalanced) and running balance are calculated automatically.
139. Teacher’s grade book (based on points)
- Use the GRADE BOOK worksheet to calculate grades where each assignment is worth a set number of points.
- Fill in your school name, class info, student names, and student IDs (optional).
- Adjust the Grade & GPA table to match the typical scoring system you use.
- Fill in the assignment, quiz, or test names (e.g., “Quiz 1”) starting in cell H8, along with the points that each assignment is worth.
- Fill in the scores for each student on each assignment or test. The Average, Score, Ltr Grade, and GPA columns are automatically calculated.
140. Touch Base Tracker
- With this spreadsheet, you can keep all your contacts organized and plan when it is time to touch base with them.
- Enter details like name, company, contact info, where we met, notes, follow-up date, done(y/n), in the respective worksheets for routine, occasional and potential prospects.
- It also includes a bonus networking expansion plan tracker.
141. Video Game Tracker
- Use this Excel workbook to record all your achievements in multiplayer video game matches.
- Store information like game, platform, character played, high score, level achieved, percentage of completion, etc.
- Add friends and special events details in their respective sheets and note who plays what and when the next big match is.
This completes the list and details related to the FREE Excel templates that can be used to increase your productivity and keep you organized.
You can use these Microsoft Excel templates even if you have a basic understanding of Excel. It is a great way to increase your output and efficiency as you will not have to create one from scratch.
Simply click on the link below to instantly download all of these 141 Excel templates free and choose the one appropriate for you!
HELPFUL RESOURCES:
Here is a walk-through for Excel for dummies by Microsoft covering the most requested features of Excel.
Make sure to download our FREE PDF on the 333 Excel keyboard Shortcuts here:
You can learn more about how to use Excel by viewing our FREE Excel webinar training on Formulas, Pivot Tables, and Macros & VBA!
Here is a collection of free Excel templates. Every template has a brief description along with the download link. If you want to learn more about the templates, click on the read more link.
This section is updated frequently with new Excel Templates.
FREE Excel Templates
Below is the category of Excel templates available for download.
PRODUCTIVITY TEMPLATES
This section has some useful personal productivity Excel templates.
You can download each Excel template by clicking on the download button. If you want to learn more about the template and how to use it, click on the ‘Read more’ option.
Excel To Do List Template (Printable)
Here is a simple excel template where you can fill the tasks and take a print-out. If you prefer writing the tasks yourselves, simply print it first and then fill in the tasks.
Read more about the Excel To Do List Template (Printable)
Click here to download the Excel template
Excel To Do List Template (Drop Down List)
Use this Excel Template to jot down all the TO DO list items and then mark it as completed by simply selecting it from the drop-down. The completed tasks get checked off and highlighted in green.
Read more about the Excel To Do List Template (Drop Down List)
Click here to download the Excel template
Excel To Do List Template (with Check Boxes)
Use this Excel Template to jot down all the TO DO list items and then mark it as completed by checking the box for that item. The completed tasks get checked off and highlighted in green.
Read more about the Excel To Do List Template (with check boxes)
Click here to download the Excel template
Task Matrix Productivity Template
This Excel template is inspired by the highly successful technique – Eisenhower Decision Matrix (popularized by Stephen Covey in his book 7 habits of highly effective people).
This is a simple and easy to use Excel Template that will help you prioritize work and increase productivity.
It helps you divide tasks into categories based on Importance and Urgency.
Read more about the Excel Task Matrix Template | Watch Video
Click here to download the Excel template
Shared Expense Calculator Template
This template can be used to calculate ‘who owes whom’, when the incurred expenses are shared by many people (for example, sharing apartment expenses or vacation/trip expenses).
Simply enter the expense incurred by different people and it automatically gives you the summary.
Read more about the Shared Expense Calculator Template
Click here to download the Excel template
Calendar Integrated with To Do List Template
A calendar template that also doubles as your To-do list template. Simply double click on a date and enter the to-do task list (as shown above).
The list is stored for each date and reflected in the calendar. You can also get to see the list of all the task in the month by clicking on ‘Show Monthly Tasks List’.
This Excel template is created using Excel functions and VBA.
Read more about this Excel Template
Click here to download the Excel template
Vacation Itinerary Template
Use this Vacation Itinerary Template to have all the details in one place (such as flight/travel details, hotel details, and activities/meetings details).
It’s an editable template and you can fill the details in Excel, or can take a printout and fill it.
Read more about this Excel Template
Click here to download the Excel template
Vacation Packing List Template
This free Excel template will help you be more efficient while you pack for your next vacation/trip.
You can either use the template in Excel or can take a print out and manually cross off items that you have packed. It’s an editable file so you can add/delete items based on the nature of your trip.
If you are using this template as an Excel workbook, you can simply mark the items as packed by double clicking on the cell to the left of the item name. As soon as you do that, the item gets a check mark on the left and gets shaded in green color.
Read more about this Excel Template
Click here to download the Excel template
PROJECT MANAGEMENT TEMPLATES
This section has some useful project management templates. These are ready to use templates that you can download and start using.
With most of the Excel templates, you will also find links to the tutorials on how these have been created.
You can download each Excel template by clicking on the download button. If you want to learn more about the template and how to use it, click on the ‘Read more’ option.
Employee Leave Tracker Template
A ready-to-use Excel template to keep a track of employee leaves.
This template has the built-in functionality to select the working and non-working days. It automatically accounts for specified holidays as well.
Highly recommended projected management tool.
Read more about this Excel Leave Tracker Template
Click here to download the Excel template
Excel Timesheet Calculator Template
A timesheet calculator template that will calculate the total number of regular and overtime hours and the total payout based on in time and out time.
Available in 3 formats – weekly, bi-weekly, and monthly.
When printed, it fits perfectly on a single page.
Read more about this Excel Timesheet Template
Click here to download the Excel template
Milestone Chart Template
Use this milestone chart Excel template to depict project scope and timelines/milestones.
Just specify the milestones along with the date, and it automatically builds out the chart for you. Highly recommended for project management.
Read more about this Excel Template | Watch Video
Click here to download the Excel template
Pareto Chart Template
Remember the Law of Vital Few (better known as the 80/20 rule or Pareto Rule).
Here is an Excel template you can use to quickly create a Pareto chart in Excel.
To make it even better, there is a dynamic version of the chart as well.
Read how to create this Pareto chart in Excel
Click here to download the Excel template
Excel Gantt Chart Template
Gantt Chart is a simple yet powerful tool to create a schedule or track progress.
Here is a free Excel template that Batman used to get his Batsuit ready 😉
To make it even better, there is a dynamic version of the chart as well.
Read how to create this Gantt chart in Excel
Click here to download the Excel template
Excel Thermometer Chart Template
A Thermometer chart is a good way to show target and actual values in a dashboard.
Just specify the target and actual value and it automatically depicts it in the thermometer chart.
Read how to create this Thermometer chart in Excel
Click here to download the Excel template
OTHER EXCEL TEMPLATES
This section has some additional useful Excel templates that you can use for personal/professional work.
You can download each Excel template by clicking on the download button. If you want to learn more about the template and how to use it, click on the ‘Read more’ option.
Excel Calendar Template
This calendar template has two different set of calendars – Monthly calendar and Yearly calendar.
It updates automatically when you update the year (in the yearly calendar template) or Month & Year (in the monthly calendar template). The calendar is built in a way that you can easily take a print and will fit in a single page.
Read more about this Excel calendar template
Click here to download the Excel template
Excel Holiday Template
This Excel template will give you all the national US holidays for the selected year.
Even better, it tells you the number of days to the next holiday and the long weekend.
Read more about this holiday calendar template
Click here to download the Excel template
Random Group Generator Template
This Excel template will help you quickly create random groups of people/items.
You can use it if you’re a teacher and want to create a random group of students or if you want to create random groups of employees/team-members.
This template uses some basic Excel formulas and VBA.
Read more about this random group generator template
Click here to download the Excel template
Excel Stopwatch Template
Here is an excel template that has a stopwatch in it.
It has the options to start, stop and reset the timings. It also automatically records the timings as soon as you hit the reset key.
It has been customized for a ToastMasters kind of meeting where the speeches are timed and the speaker is shown a green card after 1 minute, a yellow card after 1.5 minutes, and a red card after 2 minutes.
Read more about this stopwatch template
Click here to download the Excel template
Excel Age Calculator Template
Download this Free Age Calculator Template in Excel.
You can specify the Date of Birth and it automatically calculates the total age till date (using the current date). You can also change the current date to any date and it will calculate the time elapsed in the given time interval.
This Excel template can also be used to calculate service tenure or the duration of a project.
Read more about this Age Calculator Template
Click here to download the Excel template
Excel Invoice Generator Template
You can use this Invoice Generator template to instantly create and save invoice as PDF (or Excel files). All you need to do is double click on the name of the client and it automatically creates an invoice for it, converts it into a PDF, and saves it in the specified folder in seconds.
Using this template, you can generate hundreds of invoices in a few minutes.
Read more about the Invoice Generator Template
Click here to download the Excel template
Military Alphabet Code Generator Template
‘A’ as in Alpha, ‘B’ as in Bravo, ‘C’ as in Charlie… Heard this before?
These are called the military alphabet codes. It is often used during telephonic conversations to communicate the name, address, or email address.
Here is a template that will automatically generate the military alphabet code for you as soon as you enter a word
Read more about this Military Alphabet Code Generator Template
Click here to download the Excel template
Useful Excel Tutorials:
- Excel Functions (with Videos & Examples).
- Using Excel in-built Templates.
- Free Online Excel Training (7-part Video Course).
- 100+ Excel Interview Questions.
- Reduce Excel File Size
- Recover Unsaved Excel Files.
- Best Excel Books