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.




Flowchart (simple Layout)

Flowchart (simple Layout)

Excel 2003 or newer

Flowchart (simple Layout)

Flowchart (simple Layout)

Describe the flow of a process using this simple flowchart template...

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Production Errors Scatter Chart

Production Errors Scatter Chart

Excel 2003 or newer

Production Errors Scatter Chart

Production Errors Scatter Chart

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Family Tree

Family Tree

Excel 2003 or newer

Family Tree

Family Tree

Trace your genealogy using this handy family tree chart; it covers...

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Control Chart

Control Chart

Excel 2003 or newer

Control Chart

Control Chart

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Fitness Chart For Men (metric)

Fitness Chart For Men (metric)

Excel 2007 or newer

Fitness Chart For Men (metric)

Fitness Chart For Men (metric)

Monitor your progress on this metric fitness chart for men. Each line...

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Fitness Chart For Men

Fitness Chart For Men

Excel 2007 or newer

Fitness Chart For Men

Fitness Chart For Men

Monitor your progress on this fitness chart for men. Each line comes...

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Problem Analysis With Pareto Chart

Problem Analysis With Pareto Chart

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Cost Analysis With Pareto Chart

Cost Analysis With Pareto Chart

Excel 2003 or newer

Cost Analysis With Pareto Chart

Cost Analysis With Pareto Chart

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Manufacturing Output Histogram

Manufacturing Output Histogram

Excel 2003 or newer

Manufacturing Output Histogram

Manufacturing Output Histogram

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Fitness Chart For Women

Fitness Chart For Women

Excel 2007 or newer

Fitness Chart For Women

Fitness Chart For Women

Monitor your progress on this fitness chart for women. Each line...

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Fitness Chart For Women (metric)

Fitness Chart For Women (metric)

Excel 2007 or newer

Fitness Chart For Women (metric)

Fitness Chart For Women (metric)

Monitor your progress on this metric fitness chart for women. Each...

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Loan Tree

Loan Tree

Excel 2007 or newer

Loan Tree

Loan Tree

Bankers look for businesses with solid, well-developed root systems...

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Dashboard

Dashboard

Excel 2007 or newer

Dashboard

Dashboard

Use this template system to present a graphical dashboard of all key...

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Family Tree

Family Tree

Excel 2007 or newer

Family Tree

Family Tree

Use this Family Tree Template to document your lineage. This...

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Sharepoint Server 2010 Groups And Permissions Reference Chart

Sharepoint Server 2010 Groups And Permissions Reference Chart

This reference chart shows default SharePoint groups and their...

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Breakeven Interactive

Breakeven Interactive

Excel 2007 or newer

Breakeven Interactive

Breakeven Interactive

Calculate your breakeven with this simple template.This template...

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Product Reject Report

Product Reject Report

Excel 2007 or newer

Product Reject Report

Product Reject Report

Use this template to record the occurrence and reasons for any...

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Inspection Report

Inspection Report

Excel 2007 or newer

Inspection Report

Inspection Report

Use this template to document the condition of shipments you receive...

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Insurance Coverage Report

Insurance Coverage Report

Excel 2007 or newer

Insurance Coverage Report

Insurance Coverage Report

Use this template to help evaluate insurance needs. The report...

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Internal Audit Report For Information Technology Companies

Internal Audit Report For Information Technology Companies

This template helps internal audit teams in information technology...

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Medical Office Charge-capture Issue Report

Medical Office Charge-capture Issue Report

This template is used to report and track issues that arise during a...

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Personnel Activity Report

Personnel Activity Report

Excel 2007 or newer

Personnel Activity Report

Personnel Activity Report

This template can be used to report summary personnel statistics on a...

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Direct Advertising Response

Direct Advertising Response

Excel 2007 or newer

Direct Advertising Response

Direct Advertising Response

Use this template to keep track of the response and cost of your...

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Product Sales Goals

Product Sales Goals

Excel 2007 or newer

Product Sales Goals

Product Sales Goals

Use this template to help set and analyze the monthly sales goals of...

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One Year Project Process Report

One Year Project Process Report

Excel 2007 or newer

One Year Project Process Report

One Year Project Process Report

Use this template to track various phases of a project.

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Consolidation Report (service Industry)

Consolidation Report (service Industry)

This template is designed so that a company with multiple entities...

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Consolidation Report (manufacturing)

Consolidation Report (manufacturing)

This template is designed to combine the financial data of a...

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Project Performance Report

Project Performance Report

Excel 2003 or newer

Project Performance Report

Project Performance Report

This template produces a high-level report on the status of numerous...

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Project Performance Tracking And Reporting

Project Performance Tracking And Reporting

This template is designed to track a project's progress over the...

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Forecasting Report

Forecasting Report

Excel 2003 or newer

Forecasting Report

Forecasting Report

This template makes it easy for you to report the current status of a...

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Plan Vs. Actual Variance Report (manufacturing)

Plan Vs. Actual Variance Report (manufacturing)

This template helps financial managers in manufacturing companies...

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Interdepartmental Reporting

Interdepartmental Reporting

Excel 2003 or newer

Interdepartmental Reporting

Interdepartmental Reporting

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Knowledge Management Report

Knowledge Management Report

Excel 2003 or newer

Knowledge Management Report

Knowledge Management Report

This template was developed to assist teams responsible for...

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Variance Report

Variance Report

Excel 2003 or newer

Variance Report

Variance Report

A variance report calculates the variance in days between your...

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Daily Production Report

Daily Production Report

Excel 2007 or newer

Daily Production Report

Daily Production Report

This template is Small Builders/Contractors Daily Report.

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Debt Ratios

Debt Ratios

Excel 2007 or newer

Debt Ratios

Debt Ratios

Use this template to calculate debt ratios such as debt-to-equity and...

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Accounts Receivable Aging

Accounts Receivable Aging

Excel 2007 or newer

Accounts Receivable Aging

Accounts Receivable Aging

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

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Liquidity Analysis & Ratios

Liquidity Analysis & Ratios

Excel 2007 or newer

Liquidity Analysis & Ratios

Liquidity Analysis & Ratios

Use this template to calculate liquidity working capital and...

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Commission Report

Commission Report

Excel 2007 or newer

Commission Report

Commission Report

Use one template for each salesperson to record sales, commission...

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Comparative Balance Sheet

Comparative Balance Sheet

Excel 2007 or newer

Comparative Balance Sheet

Comparative Balance Sheet

This comparative balance sheet serves as a financial comparison from...

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Balance Sheet

Balance Sheet

Excel 2007 or newer

Balance Sheet

Balance Sheet

This template is a financial report for businesses. It is primarily...

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Income Statement

Income Statement

Excel 2007 or newer

Income Statement

Income Statement

This template is a financial report for businesses. It is primarily...

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Balance Sheet With Ratios

Balance Sheet With Ratios

Excel 2007 or newer

Balance Sheet With Ratios

Balance Sheet With Ratios

Balance sheet to be used for a small business or startup. This is a...

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Flexible Balance Sheet

Flexible Balance Sheet

Excel 2007 or newer

Flexible Balance Sheet

Flexible Balance Sheet

Track your financial assets and liabilities with this balance sheet...

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Comparative Taxable Income

Comparative Taxable Income

Excel 2007 or newer

Comparative Taxable Income

Comparative Taxable Income

This template allows you to enter four years of tax return data and...

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Sales Seasonality By Month

Sales Seasonality By Month

Excel 2007 or newer

Sales Seasonality By Month

Sales Seasonality By Month

This template shows how sales by month can vary because of seasonal...

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52 Week Sales Record

52 Week Sales Record

Excel 2007 or newer

52 Week Sales Record

52 Week Sales Record

Use this template to keep track of weekly sales by product or product...

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Financial Statement Ratios

Financial Statement Ratios

Excel 2007 or newer

Financial Statement Ratios

Financial Statement Ratios

This template allows you to perform financial analysis in three...

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Two-year Balance Sheet

Two-year Balance Sheet

Excel 2003 or newer

Two-year Balance Sheet

Two-year Balance Sheet

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Opening Day Balance Sheet

Opening Day Balance Sheet

Excel 2003 or newer

Opening Day Balance Sheet

Opening Day Balance Sheet

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Balance Sheet With Ratios And Working Capital

Balance Sheet With Ratios And Working Capital

This balance sheet template allows for tracking of assets and...

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Balance Sheet With Financial Ratios

Balance Sheet With Financial Ratios

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Two-year Balance Sheet With Instructions

Two-year Balance Sheet With Instructions

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Aged Accounts Receivable Report

Aged Accounts Receivable Report

Excel 2003 or newer

Aged Accounts Receivable Report

Aged Accounts Receivable Report

This template assists accounting teams in tracking and recording all...

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Balance Sheet

Balance Sheet

Excel 2003 or newer

Balance Sheet

Balance Sheet

This detailed balance sheet is useful for keeping track of funds; it...

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Budget Summary Report

Budget Summary Report

Excel 2003 or newer

Budget Summary Report

Budget Summary Report

This template helps executive managers and finance teams assess key...

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Plan Vs. Actual Variance Report (financial Services)

Plan Vs. Actual Variance Report (financial Services)

This template is designed to help finance professionals analyze key...

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Products Pivottable Report

Products Pivottable Report

Excel 2003 or newer

Products Pivottable Report

Products Pivottable Report

Many professionals analyze data for company performance, trends, and...

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Equity Reconciliation Report

Equity Reconciliation Report

Excel 2003 or newer

Equity Reconciliation Report

Equity Reconciliation Report

This template was designed to provide accounting and finance teams...

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Salespeople Pivottable Report

Salespeople Pivottable Report

Excel 2003 or newer

Salespeople Pivottable Report

Salespeople Pivottable Report

Many professionals analyze data for company performance, trends, and...

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Sales Report

Sales Report

Excel 2007 or newer

Sales Report

Sales Report

Monitor your customers and products with this sales report for Excel....

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Customers Pivottable Report

Customers Pivottable Report

Excel 2003 or newer

Customers Pivottable Report

Customers Pivottable Report

Many professionals analyze data for company performance, trends, and...

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Balance Sheet

Balance Sheet

Excel 2007 or newer

Balance Sheet

Balance Sheet

Report on your assets and liabilities with this balance sheet...

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Quarterly Sales Report

Quarterly Sales Report

Excel 2007 or newer

Quarterly Sales Report

Quarterly Sales Report

Record multiple product names with quarterly sales figures and watch...

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Pivottable Report Position Recall

Pivottable Report Position Recall

Excel 2003 or newer

Pivottable Report Position Recall

Pivottable Report Position Recall

Warning: This template contains a macro. When you download the...

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Financial Toys

Financial Toys

Excel 2007 or newer

Financial Toys

Financial Toys

This template is a collection of key financial reports.

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Opening Day Balance Sheet

Opening Day Balance Sheet

Excel 2007 or newer

Opening Day Balance Sheet

Opening Day Balance Sheet

Use this spreadsheet on the opening day of a business keeping track...

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Sales Revenue Report

Sales Revenue Report

Excel 2007 or newer

Sales Revenue Report

Sales Revenue Report

The Sales Revenue Report template allows you to present sales revenue...

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Start-up Capital Estimate

Start-up Capital Estimate

Excel 2007 or newer

Start-up Capital Estimate

Start-up Capital Estimate

This template helps you to estimate the amount of capital you will...

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Statement Of Cash Flows

Statement Of Cash Flows

Excel 2007 or newer

Statement Of Cash Flows

Statement Of Cash Flows

Cash is the lifeblood of any business. This template summarizes the...

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Small Business Valuation

Small Business Valuation

Excel 2007 or newer

Small Business Valuation

Small Business Valuation

This spreadsheet helps you to value a small business. Use it only as...

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Sales Activity Report

Sales Activity Report

Excel 2007 or newer

Sales Activity Report

Sales Activity Report

This template presents summary sales statistics for an individual...

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Product Sales Goals
Product Sales Goals

Excel 2007 or newer
G & A Expense Budget
G & A Expense Budget

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Pro-forma Income Statement
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