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.




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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Prospect Ranking Tool

Prospect Ranking Tool

Excel 2003 or newer

Prospect Ranking Tool

Prospect Ranking Tool

This template helps sales managers to determine who their companies'...

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Consulting Pricing Worksheet - Fee/pricing Analysis

Consulting Pricing Worksheet - Fee/pricing Analysis

This template provides a framework for determining standard fees for...

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Quarterly Budget Analysis

Quarterly Budget Analysis

Excel 2007 or newer

Quarterly Budget Analysis

Quarterly Budget Analysis

This template helps you to organize budget variances for key...

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Payback Analysis

Payback Analysis

Excel 2007 or newer

Payback Analysis

Payback Analysis

The Payback Period is the length of time between an initial...

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Investment Project Financial Analysis (version 2)

Investment Project Financial Analysis (version 2)

Analyze an investment project to compute cash flows, discounted cash...

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Return On Marketing Investment (romi) Worksheet

Return On Marketing Investment (romi) Worksheet

This worksheet provides a sample ROMI calculation worksheet for a...

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Portfolio Analysis

Portfolio Analysis

Excel 2007 or newer

Portfolio Analysis

Portfolio Analysis

Review your account at a glance with this portfolio analysis...

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Arm Vs. Fixed Mortgage Comparison

Arm Vs. Fixed Mortgage Comparison

Excel 2003 or newer

Arm Vs. Fixed Mortgage Comparison

Arm Vs. Fixed Mortgage Comparison

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Decision Helper: Rates Your Decision Options Based On Your Inputs

Decision Helper: Rates Your Decision Options Based On Your Inputs

This template supports decisions with several weighted decision...

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Price Elasticity Analysis For One Product

Price Elasticity Analysis For One Product

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

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Romi Hurdle-rate Calculation

Romi Hurdle-rate Calculation

Excel 2003 or newer

Romi Hurdle-rate Calculation

Romi Hurdle-rate Calculation

This template provides a basis to calculate ROMI Hurdle Rates for...

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Sales Trend Analysis

Sales Trend Analysis

Excel 2007 or newer

Sales Trend Analysis

Sales Trend Analysis

Use this template to identify sales trends per product per quarter.

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Break-even Analysis

Break-even Analysis

Excel 2007 or newer

Break-even Analysis

Break-even Analysis

Calculate your breakeven with this simple template.

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Consulting Time Distribution Analysis - Business Productivity Analysis

Consulting Time Distribution Analysis - Business Productivity Analysis

This template provides an example of time utilization reporting for...

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Comprehensive Ratio Analysis

Comprehensive Ratio Analysis

Excel 2007 or newer

Comprehensive Ratio Analysis

Comprehensive Ratio Analysis

This template is like a moving picture of how well the business is...

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Break-even Analysis

Break-even Analysis

Excel 2007 or newer

Break-even Analysis

Break-even Analysis

This spreadsheet will calculate the breakeven point - the volume you...

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Simple Break-even Analysis

Simple Break-even Analysis

Excel 2007 or newer

Simple Break-even Analysis

Simple Break-even Analysis

Calculate your breakeven with this simple template.

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Comparative Contribution Analysis

Comparative Contribution Analysis

Excel 2007 or newer

Comparative Contribution Analysis

Comparative Contribution Analysis

Use this spreadsheet to prepare a 5 year comparative contribution...

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Risk Management Worksheet

Risk Management Worksheet

Excel 2007 or newer

Risk Management Worksheet

Risk Management Worksheet

Manage your project's risks in a central spreadsheet. Evaluate the...

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Car Lease Vs. Purchase

Car Lease Vs. Purchase

Excel 2007 or newer

Car Lease Vs. Purchase

Car Lease Vs. Purchase

Use this template to compare the cost of leasing and purchasing a...

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Ratio Analysis

Ratio Analysis

Excel 2007 or newer

Ratio Analysis

Ratio Analysis

This template will help both you and any potential outside investor...

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Wealth Accumulation Analysis

Wealth Accumulation Analysis

Excel 2007 or newer

Wealth Accumulation Analysis

Wealth Accumulation Analysis

This template allows you to analyze your net worth to help you...

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Smoothing Forecast Analysis

Smoothing Forecast Analysis

Excel 2007 or newer

Smoothing Forecast Analysis

Smoothing Forecast Analysis

The fundamental idea behind smoothing is that each new forecast is...

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Personal Wealth Analysis

Personal Wealth Analysis

Excel 2007 or newer

Personal Wealth Analysis

Personal Wealth Analysis

This spreadsheet allows you to analyze your net worth to help you...

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Present Value Mixed Stream

Present Value Mixed Stream

Excel 2007 or newer

Present Value Mixed Stream

Present Value Mixed Stream

Use this template to calculate the present value of a stream of...

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Vendor Evaluation Analysis

Vendor Evaluation Analysis

Excel 2007 or newer

Vendor Evaluation Analysis

Vendor Evaluation Analysis

How can the small business owner objectively evaluate the various...

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Break-even Analysis

Break-even Analysis

Excel 2007 or newer

Break-even Analysis

Break-even Analysis

Calculate your breakeven with this simple template.

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Direct Marketing Analysis

Direct Marketing Analysis

Excel 2007 or newer

Direct Marketing Analysis

Direct Marketing Analysis

Use this template to run the numbers on a direct marketing campaign....

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Annual Direct Labor Analysis

Annual Direct Labor Analysis

Excel 2007 or newer

Annual Direct Labor Analysis

Annual Direct Labor Analysis

This template helps you analyze the annual cost of labor by comparing...

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Break-even Analysis

Break-even Analysis

Excel 2007 or newer

Break-even Analysis

Break-even Analysis

While some businesses have difficulty raising start-up capital,...

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Corporate Analysis

Corporate Analysis

Excel 2007 or newer

Corporate Analysis

Corporate Analysis

Use this template to help create the three forms that are fundamental...

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Comparative Earnings Analysis

Comparative Earnings Analysis

Excel 2007 or newer

Comparative Earnings Analysis

Comparative Earnings Analysis

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

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Cash Flow Sensitivity Analysis

Cash Flow Sensitivity Analysis

Excel 2007 or newer

Cash Flow Sensitivity Analysis

Cash Flow Sensitivity Analysis

Use this template to prepare a cash flow sensitivity analysis....

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Break-even Chart

Break-even Chart

Excel 2007 or newer

Break-even Chart

Break-even Chart

Calculate your breakeven with this simple template.

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Financial Comparison Analysis

Financial Comparison Analysis

Excel 2007 or newer

Financial Comparison Analysis

Financial Comparison Analysis

Use this template to compare your company with an average firm in...

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Comparative Taxable Income Analysis

Comparative Taxable Income Analysis

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

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Daily Time Sheet

Daily Time Sheet

Excel 2007 or newer

Daily Time Sheet

Daily Time Sheet

This template helps you keep track of the time you spend on a job or...

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Biweekly Time Sheet

Biweekly Time Sheet

Excel 2003 or newer

Biweekly Time Sheet

Biweekly Time Sheet

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Weekly Time Sheet With Breaks

Weekly Time Sheet With Breaks

Excel 2003 or newer

Weekly Time Sheet With Breaks

Weekly Time Sheet With Breaks

Manage your employees weekly time schedule with this time card...

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Weekly Time Sheet (8 1/2 X 11, Portrait)

Weekly Time Sheet (8 1/2 X 11, Portrait)

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Employee Timecard (daily, Weekly, Monthly, And Yearly)

Employee Timecard (daily, Weekly, Monthly, And Yearly)

Track and calculate total regular and overtime hours for an employee...

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Weekly Time Sheet With Breaks

Weekly Time Sheet With Breaks

Excel 2007 or newer

Weekly Time Sheet With Breaks

Weekly Time Sheet With Breaks

Use this template for Excel to punch in and out at your job. This...

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Weekly Time Sheet With Tasks And Overtime

Weekly Time Sheet With Tasks And Overtime

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Weekly Time Sheet (8 1/2 X 11, Landscape)

Weekly Time Sheet (8 1/2 X 11, Landscape)

Track your regular, overtime, sick and vacation hours on a daily...

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Weekly Time Sheet By Client And Project

Weekly Time Sheet By Client And Project

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Operations Employee Timecard

Operations Employee Timecard

Excel 2003 or newer

Operations Employee Timecard

Operations Employee Timecard

An operations employee timesheet shows hours worked each day, hours...

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Employee Timecard

Employee Timecard

Excel 2007 or newer

Employee Timecard

Employee Timecard

An entire year of employee hours and overtime statistics can be...

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Time Card

Time Card

Excel 2007 or newer

Time Card

Time Card

This employee time card helps you track your paycheck. Personal...

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Employee Time Sheet

Employee Time Sheet

Excel 2007 or newer

Employee Time Sheet

Employee Time Sheet

Use this template to track an employee's time. This template can be...

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Biweekly Time Sheet

Biweekly Time Sheet

Excel 2007 or newer

Biweekly Time Sheet

Biweekly Time Sheet

This biweekly time sheet for an employee can keep track of hours...

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Daily Time Sheet - Services Rendered

Daily Time Sheet - Services Rendered

This template computes hourly/daily rate charges for...

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Product Sales Goals
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Excel 2007 or newer
G & A Expense Budget
G & A Expense Budget

Excel 2007 or newer
Pro-forma Income Statement
Pro-forma Income Statement

Excel 2007 or newer