Popular Free Excel Templates

Free Excel Templates, Chart, Calendar, Budget, Invoice Spreadsheet Template



Many people including us are not very good in juggling numbers and spending money, so they will go for free excel templates in just the necessary need so it is always hard to resist the fallacy need of buying less important things which then lead us to the urgent need to use the financial planner and free excel template. Ms. Excel is broadly used to the number processing program in your computer which then being modified to accommodate the need of having a financial planner for a business, household, education, and personal money matter. In some ways it is not necessarily important if you are already good in keeping up with tight budget lifestyle and even having your own accountant to deal with your business spending and personal spending. But for many that have less cautious of spending money and at the same time wants to save up some money, a planner and excel budget template to help you manage it all. What is the advantage of using a planner? Why should we use the planner? How we can find the free excel template? These questions may find their answer here.

The purpose of using a budget planner is that you will have the vision of how much you will earn next month and how you will send it wisely. You can also combine it with gantt chart excel template to track the progress of your target. Some are using weekly planner while other choose to use the monthly planner to help them sort the need of each month and see the increasing or decreasing needs of each month and evaluate per month in general. The free excel template is the best friend to create excel template for the planner. You can list up your income of every month and then the three spending you will do each month. What are those incomes and three different spending?

Income is what you earn each month based on your job and other source of money. For example you have small business that earns you money each month, or a rent payment from someone who rent a flat from you. Add all those up with your monthly income to the income area. If you have a partner, the income of your partner and his or her other side income can also be added up to the income aspect. If you are a freelancer or someone who works in the on and off seasonal business you should consider of using the lowest income from the last 12 months or the average income from the past 12 months too. It helps you to set up the spending under or even with the income. You can use cash flow template to forecast 12 months or yearly cash flow generation and if you looking for weekly cash flow forecasting, you can use this weekly cash flow template.

Another aspect that should be counted is the spending. The primary spending should go to what it very urgent such as paying rent, electricity, paying the water supply, tax, transportation, and paying insurance. While the secondary spending is on what you spend every month but the amount is not static. For example, like groceries, fuel, credit card debt, and etc. while the last that should be counted into the free excel template is the discretionary spending. This is the spending that doesn’t count into your primary and secondary spending and typical prompt spending, like a Mac and Cheese that you bought on your way home after work and caught up in a traffic jam after working hours. Or the spending you did on the new purse with 50% sale in Charles & Keith. Something you clearly do not need and do not want for your daily basis life but still buy anyway because the external factors like the 50% sale. These spending, even though you don’t need it, still should be written on the free excel template to remind you of this excessive waste of money and not to do it again next month.

Now only using the planner to plan your day to day financial managerial, you need to also have the excel invoice template. If you own a business, using invoice is something necessary. You need to be clear about the payment of the service you give or the product you sell to the client or customers. Not only for the financial accounting purpose, the invoice also adds the professionalism sense on your business to your client, that you are serious of running the business in the proper way and that they should respect the due date to pay your service or your product as soon as they receive the filled invoice. The income you get from sending out your invoice to the client should also be counted to the free excel template planner as your income. Otherwise it will be the missing source money that you might waste in ease as the extra money you earn outside the income while it is part of the income itself.

If you are not sure you can create your own excel planner, do not worry since there are numerous sources in internet that provide you with the free excel template planner online. You can download those and start using it as your personal weekly or monthly excel planner. You can browse our website for example that provides you with excel template for your personal use, household financial management, and the small business financial accounting. Not only for the free excel planner. Making invoice from one business to another business can be very different so you need to find the specific invoice and excel planner that will cover the work that you have done to your client and sums up all the income and outcome. Given that circumstances, be careful while you are looking for the perfect excel planner for your business. The excel planner for personal and household could be pretty much covering same things but for business it will be different based on the type of the business and the flow of the cash so does the typical of the payment provided by the business and by the clients. Find the perfect excel planner and and expense report template start managing your budget easily.

Activity Ratios

Activity Ratios

Excel 2007 or newer

Activity Ratios

Activity Ratios

Use this template to calculate a firm's activity ratios; such as...

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Accounts Payable Aging

Accounts Payable Aging

Excel 2007 or newer

Accounts Payable Aging

Accounts Payable Aging

Use this template to organize a company's current and past due...

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Media Advertising Expenditures

Media Advertising Expenditures

Excel 2007 or newer

Media Advertising Expenditures

Media Advertising Expenditures

This template can be used to summarize actual advertising...

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Summary Of Key Accounts

Summary Of Key Accounts

Excel 2007 or newer

Summary Of Key Accounts

Summary Of Key Accounts

This template tracks activity and characteristics of 20 large, repeat...

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Sales Promotion Expenses

Sales Promotion Expenses

Excel 2007 or newer

Sales Promotion Expenses

Sales Promotion Expenses

The Promotional Budget template gives you a way to plan your...

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Profitability Ratios

Profitability Ratios

Excel 2007 or newer

Profitability Ratios

Profitability Ratios

Use this template to calculate profitability ratios such as: gross...

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Small Business Valuation

Small Business Valuation

Excel 2007 or newer

Small Business Valuation

Small Business Valuation

This template is used for market value analysis and can also be used...

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Receiving Report

Receiving Report

Excel 2007 or newer

Receiving Report

Receiving Report

Use this template to document what you received, when you received...

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Store-to-store Sales

Store-to-store Sales

Excel 2007 or newer

Store-to-store Sales

Store-to-store Sales

This template compares retail outlet sales by major market.

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Startup Capitalization

Startup Capitalization

Excel 2007 or newer

Startup Capitalization

Startup Capitalization

This template keeps track of the money used to start-up a business....

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Expense Report

Expense Report

Excel 2003 or newer

Expense Report

Expense Report

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Auto Expense Report

Auto Expense Report

Excel 2007 or newer

Auto Expense Report

Auto Expense Report

Use this template to keep a record of your business-related auto...

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Travel Expense Report With Mileage Log

Travel Expense Report With Mileage Log

Log your travel expenses with this report template. It features...

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Travel Expense Report

Travel Expense Report

Excel 2003 or newer

Travel Expense Report

Travel Expense Report

Submit your business travel expenses with this official looking...

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Expense Report

Expense Report

Excel 2007 or newer

Expense Report

Expense Report

This template is a standard, but flexible expense report template.

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Business Travel Expense Log

Business Travel Expense Log

Excel 2007 or newer

Business Travel Expense Log

Business Travel Expense Log

Evaluate your travel cost with this expense log. It contains a quick...

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Expense Report

Expense Report

Excel 2007 or newer

Expense Report

Expense Report

Track your travel costs with this expense report template. Fill in...

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Monte Carlo Dynamic Economy Simulation

Monte Carlo Dynamic Economy Simulation

Dynamic Monte Carlo simulation of an economy with shocks and multiple...

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Vendor Cost Analysis

Vendor Cost Analysis

Excel 2007 or newer

Vendor Cost Analysis

Vendor Cost Analysis

The template will accommodate up to five sources. The order is...

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Sales Channel Analysis

Sales Channel Analysis

Excel 2007 or newer

Sales Channel Analysis

Sales Channel Analysis

Use this template to analyze your distribution channel sales volume.

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Average Selling Price Analysis

Average Selling Price Analysis

Excel 2007 or newer

Average Selling Price Analysis

Average Selling Price Analysis

The Average Selling Price Analysis template allows you to calculate...

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Corporate Earnings Analysis

Corporate Earnings Analysis

Excel 2007 or newer

Corporate Earnings Analysis

Corporate Earnings Analysis

This template helps you perform some basic fundamental equity (stock)...

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Break-even Analysis

Break-even Analysis

Excel 2007 or newer

Break-even Analysis

Break-even Analysis

This template forecasts the break-even point and the sales volume...

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Loan Amortization Schedule

Loan Amortization Schedule

Excel 2003 or newer

Loan Amortization Schedule

Loan Amortization Schedule

Use this loan amortization schedule to create a loan summary and...

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Ratio Analysis (detailed)

Ratio Analysis (detailed)

Excel 2007 or newer

Ratio Analysis (detailed)

Ratio Analysis (detailed)

This workbook produces 12 important financial ratios. These ratios...

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Hr Dashboard

Hr Dashboard

Excel 2007 or newer

Hr Dashboard

Hr Dashboard

View various human resources statistics with this dashboard that...

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College Enrollment Dashboard

College Enrollment Dashboard

Excel 2007 or newer

College Enrollment Dashboard

College Enrollment Dashboard

Graph and chart the yearly enrollment distribution by colleges or the...

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13-week Cash Flow Model, Basic Version

13-week Cash Flow Model, Basic Version

This basic 13-week cash flow analysis allows a business owner or...

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Breakeven Analysis

Breakeven Analysis

Excel 2003 or newer

Breakeven Analysis

Breakeven Analysis

Breakeven analysis helps you calculate how much you need to sell...

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College Comparison Worksheet

College Comparison Worksheet

Excel 2003 or newer

College Comparison Worksheet

College Comparison Worksheet

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Ratio Analysis

Ratio Analysis

Excel 2003 or newer

Ratio Analysis

Ratio Analysis

This template helps management, finance, and accounting teams...

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Swot Analysis

Swot Analysis

Excel 2007 or newer

Swot Analysis

Swot Analysis

SWOT Analysis (Strength, Weakness, Opportunity & Threat Analysis) is...

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Customer $ Appeals - Marketing Mix Priority Analysis

Customer $ Appeals - Marketing Mix Priority Analysis

Customer$APPEALS is an acronym for “Customer $ Cost/Value...

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Price Elasticity For Multiple Interacting Products

Price Elasticity For Multiple Interacting Products

This application addresses the problem of how to set prices of a...

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Financial Forecast Analysis (8 Years)

Financial Forecast Analysis (8 Years)

This template provides an Income Statement and Balance Sheet. Please...

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Operating Expense Analysis

Operating Expense Analysis

Excel 2003 or newer

Operating Expense Analysis

Operating Expense Analysis

This template is designed to help you create an operating expense...

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Project Earned Value Analysis

Project Earned Value Analysis

Excel 2003 or newer

Project Earned Value Analysis

Project Earned Value Analysis

You can use this template on a periodic basis to take a snapshot of...

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Competitive Market Benchmark Analysis For Financial Services

Competitive Market Benchmark Analysis For Financial Services

This template helps financial service executives and managers compare...

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Sales Compensation Model

Sales Compensation Model

Excel 2003 or newer

Sales Compensation Model

Sales Compensation Model

This template helps sales managers analyze the performance of their...

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Due Diligence Assessment Model

Due Diligence Assessment Model

Excel 2003 or newer

Due Diligence Assessment Model

Due Diligence Assessment Model

This template helps you analyze key aspects of a potential merger and...

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Break-even Analysis

Break-even Analysis

Excel 2007 or newer

Break-even Analysis

Break-even Analysis

This financial spreadsheet for Excel uses variable unit costs and...

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Competitive Analysis Using Swot

Competitive Analysis Using Swot

Excel 2003 or newer

Competitive Analysis Using Swot

Competitive Analysis Using Swot

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Competitive Market Benchmark Analysis

Competitive Market Benchmark Analysis

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Basic Eoq Model

Basic Eoq Model

Excel 2007 or newer

Basic Eoq Model

Basic Eoq Model

Use this EOQ model to find the optimum quantity of product to order;...

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Job Applicant Data And Comparison Table

Job Applicant Data And Comparison Table

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Market Analysis

Market Analysis

Excel 2003 or newer

Market Analysis

Market Analysis

This template is designed to help marketing, sales, and finance teams...

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Customer Profitability Analysis

Customer Profitability Analysis

Excel 2003 or newer

Customer Profitability Analysis

Customer Profitability Analysis

Finance, management, and sales management professionals can use this...

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Loan Amortization Schedule

Loan Amortization Schedule

Excel 2007 or newer

Loan Amortization Schedule

Loan Amortization Schedule

Analyze your home or car loan with this amortization schedule. Fill...

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Break-even Analysis

Break-even Analysis

Excel 2003 or newer

Break-even Analysis

Break-even Analysis

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Partner Marketing Funds Analysis

Partner Marketing Funds Analysis

Excel 2003 or newer

Partner Marketing Funds Analysis

Partner Marketing Funds Analysis

This template is designed to help marketing channel managers analyze...

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Treasury Analysis Worksheet

Treasury Analysis Worksheet

Excel 2003 or newer

Treasury Analysis Worksheet

Treasury Analysis Worksheet

This template helps professionals document and analyze their cash...

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Product Profitability Analysis

Product Profitability Analysis

Excel 2003 or newer

Product Profitability Analysis

Product Profitability Analysis

This template helps finance, product management, and operations teams...

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Procurement Analysis Worksheet

Procurement Analysis Worksheet

Excel 2003 or newer

Procurement Analysis Worksheet

Procurement Analysis Worksheet

This template helps business owners and procurement professionals...

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Competitive Market Benchmark Analysis For Manufacturing

Competitive Market Benchmark Analysis For Manufacturing

This template helps manufacturing executives and managers compare a...

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Marketing Strategic Alignment And Execution Management

Marketing Strategic Alignment And Execution Management

This template is a tool to align marketing strategy and execution,...

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Loan Analysis Worksheet

Loan Analysis Worksheet

Excel 2003 or newer

Loan Analysis Worksheet

Loan Analysis Worksheet

Use this template to compare various term and rate combinations for a...

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Operating Lease Vs. Own Analysis

Operating Lease Vs. Own Analysis

Excel 2003 or newer

Operating Lease Vs. Own Analysis

Operating Lease Vs. Own Analysis

This template is designed to help compare and analyze the financial...

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Supplier Analysis Worksheet

Supplier Analysis Worksheet

Excel 2003 or newer

Supplier Analysis Worksheet

Supplier Analysis Worksheet

This template is designed to help you analyze current and potential...

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Cd Switch Analysis

Cd Switch Analysis

Excel 2003 or newer

Cd Switch Analysis

Cd Switch Analysis

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Bidder Comparison Worksheet And Process

Bidder Comparison Worksheet And Process

This template helps you analyze competitors and solution...

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Accounts Receivable Aging Workbook

Accounts Receivable Aging Workbook

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Risk Assessment And Financial Impact Model

Risk Assessment And Financial Impact Model

This template is designed to assist executives, risk management, and...

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Sales Dashboard

Sales Dashboard

Excel 2007 or newer

Sales Dashboard

Sales Dashboard

Display your company’s revenue by industry, region, product...

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Employment Opportunity Tracking And Scoring

Employment Opportunity Tracking And Scoring

Job seekers can organize and score opportunities using your criteria,...

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Project Analysis For Business Consulting Firms

Project Analysis For Business Consulting Firms

This template can help business consulting firms analyze different...

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Marketing Program Contribution Margin Analysis

Marketing Program Contribution Margin Analysis

Computes contribution margins for marketing and selling programs by...

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Cost Of Sales Tool

Cost Of Sales Tool

Excel 2003 or newer

Cost Of Sales Tool

Cost Of Sales Tool

This template helps sales managers determine which of their company's...

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Training Needs Assessment

Training Needs Assessment

Excel 2003 or newer

Training Needs Assessment

Training Needs Assessment

Use this template to assess how many employees need training and the...

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Customer Ranking Tool

Customer Ranking Tool

Excel 2003 or newer

Customer Ranking Tool

Customer Ranking Tool

This template is designed to help you assess customer value and where...

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Debt Ratio Analysis Worksheet

Debt Ratio Analysis Worksheet

Excel 2003 or newer

Debt Ratio Analysis Worksheet

Debt Ratio Analysis Worksheet

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Law Firm Financial Analysis Worksheet

Law Firm Financial Analysis Worksheet

This template can help law firms analyze their legal consulting...

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Channel Selection Matrix

Channel Selection Matrix

Excel 2003 or newer

Channel Selection Matrix

Channel Selection Matrix

Use this template to define business and consumer criteria for...

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Product Sales Goals
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