Excel Spreadsheet Examples (Table of Contents)
- Introduction to Excel Spreadsheet Examples
- How to Create Spreadsheet Examples in Excel?
Introduction to Excel Spreadsheet Examples
There are so many inbuilt spreadsheets in MS Excel which are fully customize easy to use.it helps increase user productivity, where a user can organize the data, sort the data, and calculate easily. There are many spreadsheet templates available in the market which can be download and re-use for our business calculation and monitoring. Workbook or Spreadsheet are composed of row and column which create a grid from where a user can display this data in a graph or chart.
How to Create Spreadsheet Examples in Excel?
Excel Spreadsheet Examples is very simple and easy. Let’s understand how to Create Spreadsheet Examples in Excel.
You can download this Excel Spreadsheet Examples Template here – Excel Spreadsheet Examples Template
There are some templates available in MS Excel: Go to File, click on New.
- Personal Monthly Budget
- Billing Statement
- Blood Pressure Tracker
- Expense Report
- Load Amortization
- Sales Report
- Timecard
Example #1 – Simple Spreadsheet for a Sales Report in Excel
Let’s assume a user has some sales data for the last one year and wants to make it more attractive and easier to analyze the data in Excel. Let’s see how an MS spreadsheet can help here to solve a user problem.
Step 1: Open MS Excel from the Start Menu, click on the Excel app section.
Step 2: Go to the Menu Bar in Excel and select New; click on the ‘Blank workbook’ to create a new and simple spreadsheet.
OR – Just press Ctrl + N button. To create a new spreadsheet.
Step 3: Now, it will create a Sheet1, fill the data from the sales report in an organized way like in the first column put Product Name and give the details of all name of the product.
Step 4: Now fill the next column with the sales in each quarter data.
Step 5: Now, we are using SUM Formula in cell B13.
Step 6: After using the SUM formula in cell B13, the output is shown below.
Step 7: Same formula is used in other cells.
Step 8: Now select the product name and sales data; go to Insert in the Excel Menu Bar.
Step 9: Click on the ‘Insert Column or Bar chart’, select the 3-D Column option from the dropdown list.
Step 10: Now, a user can do some customization in the chart and can change the Design from the Menu Bar, give the chart name as Sales Report of 2018.
Summary of Example 1: As the user wants to make his sales data more attractive and easier to analyze the data in Excel. It made the same in the above example as the user wants to be.
Example #2 – Personal Monthly Budget report in Excel
Let’s assume a user has some personal expense and saving planning data for one year; he wants to make it more attractive and easier to analyze the data in Excel where the user salary is $5000.00 monthly.
Let see how an MS spreadsheet can help here to solve a user problem.
Step 1: Create a new sheet as Sheet2 in the workbook, fill the data from the sales report in an organized way like in the first column, put Expense Type, and give the details of all expenses of a product.
Step 2: Now fill the next column with the salary, Projected Cost, Actual Cost, and difference between actual & Projected.
Step 3: Now, fill all the data in the respective column, which the user plans.
Step 4: Now select the Expense type, Projected Cost, Actual Cost, and Difference data from the table; go to insert in the Excel Menu Bar.
Step 5: Click on the ‘Insert Column or Bar chart’, select the 2-D Column 3rd option from the dropdown list. which is a 100% stacked column.
Step 6: Now, a user can do some customization in the chart and change the Design from the Menu Bar and give the chart name as Personal Monthly Budget.
Summary of Example 2: As the user wants to make Personal Monthly Budget looks more attractive and easier to analyze the data in Excel. It made the same in the above example as the user wants to be.
Example #3 – Sales Report with Grand Total in Excel
Let’s assume a user has some sale data for the last one year and wants to make it more attractive and easier to analyze the data in Excel with Grand total of sales of 2018.
Let see how an MS spreadsheet can help here to solve a user problem.
Step 1: Create one new sheet as Sheet3.
Step 2: Now fill the data from the Sales Report in an organized way like in the first column put Product Name.
Step 3: Now give the sales details of all the name of the product.
Step 4: Now fill the next column with the sales in each quarter data.
Step 5: Now, create the total in the last column and do a summation for all the Quarters.
Step 6: After using the SUM Formula, the output is shown below.
Step 7: Drag the same formula in cell F2 to cell F12.
Step 8: Now select the product name and sales data and insert it in the Excel Menu Bar.
Step 9: Click on the ‘Recommended Charts’ toolbar option, select a preferred one from the dropdown list.
Step 10: Click on the OK button. Now a user can do some customization in the chart and can change the Design from the Menu Bar, Give the chart name as Sales Report of 2018.
Summary of Example 3: As the user wants to make his sales data more attractive and easier to analyze the data in Excel with the grand total in the chart. It made the same in the above example as the user wants to be.
Things to Remember About Excel Spreadsheet Examples
- Spreadsheet templates are available like other in-built functions in MS Excel, which can be used for simplification of the data.
- A spreadsheet can be used for preparing multi financial planning, balance sheet preparation, class attendance, or other many uses.
- There are multiple benefits of a spreadsheet-like it will save time, and a user can create his own spreadsheet.
- It can be used d by anyone without knowing many mathematical calculations because There is a rich in-built function that will help in this.
Recommended Articles
This is a guide to Excel Spreadsheet Examples. Here we discuss How to Create Spreadsheet Examples in excel along with practical examples and downloadable excel template. You can also go through our other suggested articles –
- Excel Chart Templates
- Chart Wizard in Excel
- Budget in Excel
- Project Timeline in Excel
- Timecard Template in Excel | How to Create?
Sheet Templates
43+ Spreadsheet Examples in Microsoft Excel
Creating a worksheet, workbook, and data sheet makes it easier to do complicated to simple tasks. With our spreadsheet examples in Microsoft Excel, students and small businesses can easily optimize any budget tracking, inventory, bookkeeping, and accounting task. However, developing one for your data from a blank sheet may not be easy for some. We created several sample worksheets for project management, payment, payroll, and weekly and monthly expense sample planner. Suppose you own a business or are a self employed freelancer. In that case, you can develop a timesheet templates log for your employees, a simple checklist, a Word schedule planner, and a practice sheet to keep your business running smoothly.
University Budget Spreadsheet Template
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File Format
- MS Word
- Google Docs
- Google Sheets
- Excel
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Activity Inventory Spreadsheet Template
Details
File Format
- MS Word
- Google Docs
- Google Sheets
- Excel
- Apple Numbers
- Apple Pages
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Commercial inventory Spreadsheet Template
Details
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- MS Word
- Google Docs
- Google Sheets
- Excel
- Apple Numbers
- Apple Pages
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Computer Inventory Spreadsheet Template
Details
File Format
- MS Word
- Google Docs
- Google Sheets
- Excel
- Apple Numbers
- Apple Pages
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IT Inventory Spreadsheet Template
Details
File Format
- MS Word
- Google Docs
- Google Sheets
- Excel
- Apple Numbers
- Apple Pages
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Retail Inventory Spreadsheet Template
Details
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- MS Word
- Google Docs
- Google Sheets
- Excel
- Apple Numbers
- Apple Pages
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Supply Inventory Spreadsheet Template
Details
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- MS Word
- Google Docs
- Google Sheets
- Excel
- Apple Numbers
- Apple Pages
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Freelancer Expenses Spreadsheet Template
Free Budget Spreadsheet Template
Details
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- MS Word
- Google Docs
- Google Sheets
- Excel
- Apple Numbers
- Apple Pages
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Equipment Inventory Spreadsheet Template
Details
File Format
- MS Word
- Google Docs
- Google Sheets
- Excel
- Apple Numbers
- Apple Pages
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Food Inventory Spreadsheet Template
Details
File Format
- MS Word
- Google Docs
- Google Sheets
- Excel
- Apple Numbers
- Apple Pages
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Employee Assigned Inventory Spreadsheet Template
Details
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- MS Word
- Google Docs
- Google Sheets
- Excel
- Apple Numbers
- Apple Pages
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Sample Inventory Management Spreadsheet Template
Details
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- MS Word
- Google Docs
- Google Sheets
- Excel
- Apple Numbers
- Apple Pages
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Free Accounting Spreadsheet Template
Details
File Format
- MS Word
- Google Docs
- Google Sheets
- Excel
- Apple Numbers
- Apple Pages
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College Comparison Spreadsheet Template
Details
File Format
- MS Word
- Google Docs
- Apple Pages
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Restaurant Expenses Spreadsheet Template
Details
File Format
- MS Word
- Google Docs
- Google Sheets
- Excel
- Apple Numbers
- Apple Pages
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Payroll Accrual Spreadsheet Template
Details
File Format
- MS Word
- Google Docs
- Google Sheets
- Excel
- Apple Numbers
- Apple Pages
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Attendance Record Spreadsheet Template
Details
File Format
- Excel
- MS Word
- Apple Numbers
- Apple Pages
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Travel Itinerary Spreadsheet Template
Details
File Format
- MS Word
- Google Docs
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Moving Expenses Spreadsheet Template
Details
File Format
- MS Word
- Google Docs
- Google Sheets
- Excel
- Apple Numbers
- Apple Pages
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Loan Tracking Spreadsheet Template
Details
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- MS Word
- Google Docs
- Google Sheets
- Excel
- Apple Numbers
- Apple Pages
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Blank Simple Spreadsheet Template
Details
File Format
- Google Docs
- Google Sheets
- MS Excel
- MS Word
- Numbers
- Pages
Size: A4, US
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Bill Spreadsheet Template
Details
File Format
- Google Docs
- Google Sheets
- MS Excel
- MS Word
- Numbers
- Pages
- Editable PDF
Size: A4, US
Download
Spreadsheet Examples in Microsoft Excel
Spreadsheets are essential tools in the field of small business for accounting purposes. You can make use of the sheets in multiple ways. You can keep track of the things you need in your business. You can store all kinds of data in a spreadsheet. The details about your financial data, customer data, and product data can be stored in a spreadsheet. Take note of the following points if you are preparing a Financial budget spreadsheet of your business:
- Description of your financial statement
- Date of receiving the amount
- Due days and amount due
- Paid amount and date of making the payment
- The remaining financial balance
- Other details relevant to the financial position of your business
You can check out Spreadsheet Examples in Microsoft Excel for ideas to help you out in preparing your financial spreadsheet.
Debt Spreadsheet Template
Details
File Format
- Google Docs
- Google Sheets
- MS Excel
- MS Word
- Numbers
- Pages
- Editable PDF
Size: A4, US
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Tracking Spreadsheet Template
Details
File Format
- Google Docs
- Google Sheets
- MS Excel
- MS Word
- Numbers
- Pages
- Editable PDF
Size: A4, US
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Sample Warehouse Management Spreadsheet
Details
File Format
- MS Excel
- MS Word
- Numbers
- Pages
- Editable PDF
Size: A4, US
Free Download
Blank Inventory Spreadsheet Template
Details
File Format
- Google Docs
- Google Sheets
- MS Excel
- MS Word
- Numbers
- Pages
- Editable PDF
Size: A4, US
Free Download
If you are looking to create a spreadsheet to manage your monthly budget, you can make use of this Excel spreadsheet example which can be used directly for making a sample budget.
Multi-Financial Plan Spreadsheet Template
commbank.com.au
Details
File Format
- Xls
- Xlsx
Size: 100.9KB
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This Excel spreadsheet example can be useful in creating a financial plan for your business. You can calculate set-up costs, profit and loss forecast, breakeven forecast and balance sample sheet forecast by this template.
> Who can use the Excel Spreadsheet Examples?
Excel spreadsheet examples can be used by various kinds of people. These examples will be of greatest benefit to accountants and those who are involved in handling the financials of a particular company. These spreadsheet examples can be used by accountants to create balance sheets, profit and loss sample statements, cash flow statements, breakeven analysis, etc. You can also see Blank Spreadsheet Templates.
Budget spreadsheet PDF templates can be used by all kinds of individuals for assistance in managing their monthly simple budget. Attendance tracker spreadsheet template will be useful for teachers for tracking the attendance of their students. It can also be used by supervisors to keep a record of employee attendance sheet.
Balance Sheet Reconciliation Spreadsheet Sample
ucalgary.ca
Details
File Format
- Xls
- Xlsx
Size: 877.6KB
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This Excel blank spreadsheet template is a sample spreadsheet which you can use as a reference if you wish to create a balance sheet for matching various sets of financial records.
Monthly Class Attendance Tracking for Students
law.sc.edu
Details
File Format
- Xls
- Xlsx
Size: 205.3KB
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This excel spreadsheet example will be of great use for teachers as they can directly use it as their own spreadsheet to keep a track of attendance of their students.
> How to use the Excel Spreadsheet Examples?
Excel spreadsheet examples have different types of uses which are based on the type of template they are. Most Excel spreadsheet examples are templates which can be directly used. In these templates, different data has to be filled in clearly defined regions. In financial services templates, this data includes assets, sales, income, tax deduction, depreciation, loan instalments, etc. You can also see Simple Budget in Google Sheets Templates.
After inputting these values, you automatically get your PDF balance sheet or profit and loss statement. In an attendance template, you have to fill attendance of every student with their name for each month. If the template is a sample spreadsheet then you are to use it as a reference for making your own spreadsheet.
Ratio Analysis Accounting Spreadsheet Example
suu.edu
Details
File Format
- Xls
- Xlsx
Size: 17.4KB
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If you wish to create a spreadsheet to generate ratio of various aspects of your finances like sales planner , assets, profit, etc, you can directly use this Excel spreadsheet example.
Weekly Training Worksheet Example
media.juiceanalytics.com
Details
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- Xls
- Xlsx
Size: 756.7KB
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Sales Expense Invoice Spreadsheet Format
indaweb.com
Details
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- Xls
- Xlsx
Size: 16.4KB
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Payroll Gantt Chart Task Spreadsheet Template
asq.org
Details
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- Xls
- Xlsx
Size: 56.8KB
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Project Planner Workbook Spreadsheet Sample
clearlyandsimply.com
Details
File Format
- Xls
- Xlsx
Size: 156.2KB
Download
Timeline Spreadsheet Excel Template
csun.edu
Details
File Format
- Xls
- Xlsx
Size: 25.1KB
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Project Management Plan Practice List Spreadsheet
cms.org
Details
File Format
- Xls
- Xlsx
Size: 287.2KB
Download
Subgrantee Data Sheet Tracking Spreadsheet Example
justicia.pr.gov
Details
File Format
- Xls
- Xlsx
Size: 64.9KB
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Small Business Nonprofit Budget Spreadsheet Template
unitedwaygmwc.org
Details
File Format
- Xls
- Xlsx
Size: 36.4KB
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Household Budget Payment Worksheet in Excel
bankofamerica.com
Details
File Format
- Xls
- Xlsx
Size: 33.3KB
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Restaurant Monthly Staffing Schedule Spreadsheet
Details
File Format
- MS Word
- Google Docs
- Google Sheets
- MS Excel
- Apple Numbers
- Apple Pages
Download
Self Employed Expense Sheet
Details
File Format
- MS Excel
- Word
- Apple Numbers
- Apple Pages
Download
Code Review Checklist Spreadsheet
images.template.net
Timesheet Log Spreadsheet
ofm.wa.gov
Details
File Format
- Xls
Size: 15 KB
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> What are the benefits of using the Excel Spreadsheet Examples?
There are multiple benefits of using the Excel inventory spreadsheet templates. The biggest benefit is that these examples help you in saving a lot of time. Forming your own spreadsheet can require a lot of time and energy on your part, which you can save by directly using these spreadsheet examples. You can also see Budget Spreadsheet in Google Sheets Templates.
These spreadsheet examples help in making sure that you do not forget to input any important data while making your spreadsheet, something which happens more often than not. These blank excel spreadsheet template examples can be used by anyone without requiring knowledge of various mathematical functions which are already present there in Microsoft Excel.
Blank spreadsheet templates are extremely simple to use Excel templates wherein all you need to do is put specific information and you get you spreadsheet generated automatically. Excel spreadsheet examples are of various kinds for different purposes and are sure to help you in various tasks, especially in managing financial plan.
More in Sheet Templates
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10 Best Examples Spreadsheet excel are used for different purposes according to the requirement. It is used for the classification of data. The data that is to be managed is inserted into the spreadsheet in tabular form. This data is stored after applying calculations. All the necessary data calculation formulas are already available in the spreadsheet templates.
There are 10 Best Examples Spreadsheet Excel that are free to download and have formula. These free sheets are downloaded from the WPS office. There are several templates that are convenient to use. These templates can be modified and updated. the organization of data in each cell contributes to the formation of whole reports that are significant for different purposes.
Colorful Excel Schedule
This spreadsheet template is used for setting and tracking the milestones in an organization. The organization of milestones is editable in this spreadsheet template.
The Minutes of the Meeting
This template is used for managing time for different tasks. The tasks can be written down in chronological order and date and time can be assigned to each task.
OKR Spreadsheet Weekly Checklist
This spreadsheet template can be used as a checklist. The objectives can be mentioned and deadlines can be assigned to each work.
Travel Carry-on List
This spreadsheet template is used as a travel checklist. Individuals or the agents of the companies can also use this for organized travelling. The luggage essential list can also be maintained in this.
Sales Performance Report
This template is used for the better recording of data related to sales management. Sales can be organized through this spreadsheet and performamnce can be tracked.
Store October Merchandise Sales Monthly Report
This template is used for maintenance of record of merchandise. There sales and storage is recorded and automatic graphic report is also made in the form of charts.
Diet and Exercise Schedule
This diet and exercise schedule is used for better management of health. It helps in achieving the health goal. This can be used by nutritionist and gym trainers.
Purchase Request Form for Items
Purchase request form is often used by retailers to list the items that are indeed or out of stock. All the high in demand are products are often mentioned in this spreadsheet excel.
Construction Schedule Gantt Chart
This construction schedule spreadsheet is used for maintaining the construction process under observation. Through this all the construction material is listed for better and smooth construction. The charts are also automatically constructed in this spreadsheet.
Annual Budget Statem
This spreadsheet is used for constructing better annual budget statements. All the fiscal expenses and incomes are mentioned in this.
The free to download spreadsheets are a perfect for better hustle free management. These best example spread sheet excel are free sheets. These templates are proven to be highly effective and are used for both individual and organizational use. These spreadsheet help the managers as well are analyst to store and extract data for highly effective management. WPS office should be downloaded for getting samples that are user friendly.
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!