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Using templates in Microsoft Excel isn’t only a great way to save time, but also increases your productivity. Work without having to worry about the design of your workbook, and avoid having to set up complex formulas from scratch — templates get it all done for you.

Whether you use Excel to create simple spreadsheets, inventory management, budgets, analytics, and reports, or manage tasks, there’s a template out there for you. Luckily, you don’t have to spend hours on end to find the perfect one. We’ve done the searching for you.

Below, you can find a curated list of the best 51 Excel templates to give your work and productivity a boost, picked by our expert staff.

How to use Excel templates

With each template in our list, we’ve included a link to an official or safe-to-use source where you can download the template. Not every website works the same, however, you can usually see a large Download button to obtain the file. See the example below.

Once your template file finishes downloading, all you have to do is open it. You can do this by double-clicking on the .xls or .xlsx file, or head to Excel and open it from the File menu.

Every template can be edited and customized for your own needs. They simply serve as the base for your project but have no set-in-stone elements. Feel free to make a template unique and truly yours.

The best 51 templates for Excel productivity

1. Family budget planner

Keep track of finances within your family or team with this simple, extremely useful template. With fields for total income, individual earnings, spendings, and other fields, you can optimize your finances with ease.

Download Family budget planner: 

2. Personal budget spreadsheet

Working alone? This personal budget allows you to get a better, more clear overview of your earnings, spendings, and how you could save money. So, if you’re sucking in a personal budget planning, then we recommend this template.

Download Personal Budget Spreadsheet

3. Household budget planner

This budgeting template includes charts and a list of monthly expenses that can be customized for your own team’s needs. If you’re wondering, how do I create a household budget in excel, then this template will provide you with the solution you’re looking for.

Download this household budget template excel

4. Weekly budget worksheet

Don’t want to plan too much ahead? Focus on the now and use a weekly budget planner. As you fill the planner in, you’ll still be able to notice crucial details about how you handle your money.

Download weekly budget Excel planner 

5. Event fundraiser

If you’re raising funds for an event, it’s important you always know who contributed to the cause, how much they donated, and the total amount needed. This template automatically updates as you input information, and shows you a visual chart to quickly get caught up at a glance.

Download this event fundraiser excel template 

6. Social media calendar

Big on social media? Download this premium template to plan your next posts down to the minute it goes live.

Download social media excel planner

7. Project Gantt chart

This advanced and powerful template gives you control to accurately manage schedules, resources, and deliverables. Track every single deliverable of your project using this gannt chart template.

Download Gantt chart Excel Template: 

8. Net worth statement

Do you know what your current financial worth is? If not, use this simple yet effective template to calculate it with ease. «It’s not your salary that makes you rich, it’s your spending habits.» 

Track your expenditure with this net worth template

9. Bubble chart timeline

Create a timeline for your project with this template. Add various branches and information with the smaller bubbles, while creating a large overview using the main timeline.

Download: Bubble Chart Timeline 

10. Employee payroll register

With this template, employers can better manage payrolls. Keep a record of employee information, payroll payments, and hours worked to accurately calculate their earnings.

Download: Employee Payroll Register Template

11. Employee scheduling template

Use this template to create a schedule for the upcoming week.

Download: Employee Scheduling Template 

12. Project timecard summary

Calculate total hours for a week broken down by project.

Download: Project timecard summary 

13. Company balance sheet

Create an accurate illustration of your company’s current net worth. This template includes your company’s assets, liabilities, and equity at a particular point in time. 

Download: Company balance sheet 

14. Weekly timesheet template

Record and monitor the exact amount of work hours weekly and bi-weekly basis.

Download: Weekly Timesheet Template 

15. Billing statement

Use this billing statement template for invoice tracking, simple customer account management, and general billing.

Download: Billing statement 

16. Invoice tracking

Use any system you want to create and send invoices with this template. Use statements from PayPal, other templates, or a combination of both.

Download: Invoice Tracking 

17. Cash flow statement

Create a summary of your company’s inflow and outflow of cash. Track where your business’s money came from (cash receipts) and where it went (cash paid). 

Download: Cash Flow Statement 

18. Price list template

Create a professional price list for your products or services that you provide to your customers. 

Download: Price List Template 

19. Sales invoice template

This invoice template includes all information that you would expect to give out to customers after a purchase. Note down shipping information, product code, special notes, and instructions. 

Download: Sales Invoice Template 

20. Monthly attendance checker

This monthly attendance form template allows you to record whether students, workers, or team members were present, absent, tardy, unexcused, or excused.

Download: Monthly Attendance Checker 

21. World meeting planner

This meeting planner spreadsheet is set up to assist you in the planning of conference calls and meetings with people in different time zones.

Download: World Meeting Planner Template

22. Fax cover sheet

The template makes it easy to customize a printable fax cover sheet for your company, organization, or personal needs.

Download: Fax cover sheet Template 

23. Profit and Loss Statement

This template is a valuable asset in helping you create an annual income projection. Use it to help show investors and creditors why they should get on board with your business.

Download: Profit and Loss Statement Template 

24. Employee succession planner

Create a functional organizational chart that illustrates the success and planning of your organization.

Download: Employee Succession Planner Template 

25. Simple balance sheet

Create finance balance reports using this professionally-made template by financial professionals. All things that need to be considered are included.

Download: Simple balance sheet Template 

26. Annual sales report

Determine which areas of the business are contributors to your success, and calculate further growth of your business for the upcoming year. 

Download: Annual Sales Report Template 

27. Milestone chart

A commitment to delivering is as important as the project itself. A milestone chart is an effective tool to depict project scope and timelines.

Download: Milestone Chart Template 

28. Manufacturing Business Accounting 

Record and create financial reports for manufacturing companies with this extremely detailed and automated template.

Download: Manufacturing Business Accounting Template 

29. SWOT Chart 

Plan ahead for the launch of a new product. Measure its position among established companies that already exist on the market by looking at SWOT (strengths, weaknesses, opportunities, and threats).

Download: SWOT Chart Template

30. Year-end Inventory Analysis

Use the various charts included in this template to analyze end-of-the-year reports and data. Notice trends and use this overview to perform better in the upcoming year.

Download: Year-end Inventory Analysis Template

31. Bill of sale (general form)

Provide a general bill sale form from Excel using this template.

Download: Bill of Sale (General Form) Template

32. Digital marketing strategy

Put together an awesome marketing strategy to bring your business to the next level with this template.

Download: Digital Marketing Strategy Template

33. Background check form

Send this template out to perform a thorough background check before hiring someone for a job or service.

Download: Background Check Form Template

34. Dynamic Pareto chart

Pareto Chart is based on the Pareto principle (also known as the 80/20 rule), which is a well-known concept in project management. Use this template to easily implement it into your spreadsheets.

Download: Dynamic Pareto Chart Template

35. Payment schedule sample form

Use this amazing payment schedule template to accurately follow the rules and regulations related to payment schedules.

Download: Payment Schedule Sample Form Template

36. Simple personal budget

Create a simple financial plan that shows you the amount of money that will be spent on any expenses category in any period of time.

Download: Simple Personal Budget Template

37. To-do list with priorities

Never forget about a task in your new to-do list template. What makes this simple workbook effective is its priority rating column, showing you which tasks need to be done first.

Download: To-do List with Priorities Template

38. General Analysis Charts

Another visually pleasing collection of charts from Template WPS. Use these to break down and analyze various sets of data.

Download: General Analysis Charts Template

39. Automated Emails 

Get this free rapid email tool to save you time when sending out a large amount of emails. With this template, you can quickly create emails in Excel to send them to groups of people.

Please follow the included tutorial on the ExcelTemplate website.

Download: Automated Emails Template

40. Sales Performance Report

Get an accurate report of your sales, completed with useful charts to further analyze the performance data of your business or product.

Download: Sales Performance Report Template

41. Conference and Meeting Agenda

Prepare for a conference using this agenda planner. Note down topics, breaks, timestamps, and add notes when needed.

Download: Conference and Meeting Agenda Template

42. Simple Contract 

Ensure no details are missed when hiring new personnel or wanting to make a contract with a client. This template includes all the necessary details to create a successful contract agreement.

Download: Simple Contract Template

43. Break-Even Analysis

Use this template to determine whether your business revenue can cover all of your expenses within a particular time period.

Download: Break-Even Analysis Template

44. Credit Memo 

A simple yet stylish credit memo that works effectively.

Download: Credit Memo Template

45. Sales Receipt

Write a receipt using this template. Includes fields for taxes, discounts, unit price, subtotal, and more.

Download: Sales Receipt Template

46. Fishbone Diagram 

Use this fishbone diagram template to see a project from a different perspective.

Download: Fishbone Diagram Template

47. Employee Training Tracker

Keep track of information and help the coordination between employees, trainers, department heads, and venues during a training period.

Download: Employee Training Tracker Template

48. Critical Path Analysis 

Take advantage of this simple yet effective template to analyze possible paths for your projects.

 

Download: Critical Path Analysis Template

49. Timeline Editing 

 

This stylish timeline template will help you set up goals to reach over a period of time in chronological order.

Download: Timeline Editing Template

50. Report Card 

 

Generate report cards for students or employees using this simple to customize the template.

Download: Report Card Template

51. Sales Funnel Chart

 

This funnel chart template allows you to take a systematic approach towards selling a product or service.

Download: Sales Funnel Chart Template

Final thoughts

We hope this article was helpful in finding the perfect Excel template you need to tackle your next project. Don’t forget to bookmark this page for any future Excel projects!

If you’re looking for more guides or want to read more tech-related articles, consider subscribing to our newsletter. We regularly publish tutorials, news articles, and guides to help you.

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