Category Archives: tips & tricks

Step by Step Idea Planner Template

Having a great idea is good and brainstorming is always necessary to shape an idea and make it work. But in the fast-evolving environment of today’s markets, it is also necessary to approach a good idea with a great plan. Our free Step by Step Idea Planner MS Excel template helps you to do just that. It helps you to solve the problem methodically by first describing your objectives and goals, setting a due date, detailing the necessary steps involved, and then assigning the tasks to different individuals. It has also a resource list where you can consolidate all the external resources you and your team are using for this project so that you have a better overview and access to them.

This free Excel workbook is, while highly functional, is very easy to work with and features a minimalistic design and appearance. All in all, it takes a minimal time to learn how it works and will be productive and efficient from the start. It is also print-ready and can be printed with one click.

Have a peek at screenshots from the Step by Step Idea Planner Excel Template:

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Birthday List Template

Birthday List MS Excel Template

Remembering the birthday of every friend, family member and sometimes even co-workers is quite difficult and can get out of hand. You can keep it to social media like Facebook which help you greatly to keep up with a growing network of friends, but not everybody is on Facebook and there are those who you may wish to give a special treatment at their birthdays. In some smaller working environments, it is seen as rude or unsocial to forget a colleague’s birthday.

This week, to equip you with the necessary tools to keep up to the task, we introduce the Birthday List Free Microsoft Excel template.

Have a peek at screenshots from the Birthday List Excel Template:

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Stock Quote Free Excel Template

Manage, predict and analyse your stock portfolio with MS Excel

We have had already different free MS Excel templates for managing one’s financial day to day business, like the Cash Book Excel template, or the Interest Calculator Excel Template, but a stock quote template was something we had never tried.

Today, we have a very special free MS Excel template to offer. It is a sophisticated analysis template, where you can get live updates from Yahoo Finance.

This free Excel template enables you to enter your stock portfolio, including stock name and quantity, into a table and will calculate everything from percentage change and total value change to P&L change. The template also features a pie chart, where you can have a nice visual about your portfolio and how much different stock are filling you investments.

The current profits and losses are shown in a neat bar chart, where you get an overall view of each stock’s recent performance. Continue reading

Gift Certificate

Now Christmas is already around the corner and I thought that a voucher template in Excel is perhaps even feasible . And indeed , if you load an image in the header of an Excel sheet , it is automatically displayed on the whole page in the background . Although Excel does have a background-image-function, but this shows the image only during editing and not in the putput of the printer ! Well , the Excel-template with a voucher , which I offer here for free download, contains definitely a coupon text that is customizable . The word Certificate and the framework around it , however, is in the background image and is thus fixed . Continue reading