Excel Templates for Finances

Income Expense Statement – Free Excel Template

2025-04-08

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The income-expense statement is a simple and efficient tool for recording and managing the financial situation of a business or individual. With our free Excel template, you can always keep track of your finances. What is an Income-Expense Statement? An income-expense statement is a straightforward method of accounting, particularly suitable for small business owners, freelancers, …

Stock Portfolio Tracker with Excel Template

Published on: 2025-03-13 | Last updated on: 2025-06-02

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A comment on YouTube with a reader request led me to create this Excel template. It can be used to create an overview of your stock portfolio. The request was to record a portfolio value history in Excel and to visualize it with a diagram. The total value of the portfolio was to be entered …

Subscription Management with a free Excel Template

Published on: 2024-08-26 | Last updated on: 2025-06-25

It’s easy to lose track of the countless subscription services you have. Small amounts then appear on the account statement that sometimes cannot be allocated at all. The average American has 4.5 subscriptions and pays an average of $924 per year, with streaming being the most popular type of subscription (Source Yahoo & Bango). That’s …

Excel Real Estate Management

Published on: 2023-11-17 | Last updated on: 2025-06-05

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Manage your real estate portfolio with ease using our user-friendly template. This comprehensive tool allows you to effortlessly track essential property information, ensuring organized and streamlined property management. Key Features: Benefits: Screenshots of the Excel Real Estate Management Template Copy this spreadsheet for another property, so you have one spreadsheet for each real estate. Download …

Simplify Your Club’s Budgeting Process with Our Easy-to-Use Excel Template

Published on: 2023-05-19 | Last updated on: 2025-06-02

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Managing a club’s finances can be a daunting task, especially if you don’t have a clear plan or budget in place. But fear not, because we have just the solution for you! Introducing our free Excel budget template that will help you master your club’s finances and take control of your budget. Our template is easy to use and customizable to fit your specific needs and goals.

Insurance Management with Excel Template

Published on: 2018-03-14 | Last updated on: 2025-06-18

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This Excel Template helps you manage your insurances – list all of them and never lose track of all the insurance policies you have taken out.

Basic Invoice Template

Published on: 2016-11-14 | Last updated on: 2025-05-30

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The Basic Invoice free MS Excel template is a visually pleasant and print ready workbook for creating invoices. Being a basic invoice template isn’t something to be ashamed of.

Quite to the contrary, this is the most valuable virtue of this Excel template. It saves time and nerves and helps you manage your finances.

Expense Report for Business Trip MS Excel Template

Published on: 2016-11-06 | Last updated on: 2025-06-12

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The Expense Report free Microsoft Excel template helps you keep track of your expenses when on a business trip.

It is also print ready so that you can send it directly to your superior.

Business Expenses Template

Published on: 2016-10-31 | Last updated on: 2025-06-02

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Keeping track of business expenses is essential to having a successful professional life. It is important to keep business expenses apart from private expenses.

Our Business Expenses free MS Excel template helps you to do just that.

Master Your Event Sales with Our Free Ticket Sales Tracker Excel Template

Published on: 2016-10-21 | Last updated on: 2025-06-25

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Planning an event, whether it’s a concert, workshop, fundraiser, or conference, is an exciting venture. But keeping a close eye on who’s bought tickets, how many have been sold, and the total revenue generated can quickly become a complex task.

Manual tracking can lead to errors, overselling or underselling, and a lack of clarity on your event’s progress.

Wedding Budget Planner Template

Published on: 2016-10-07 | Last updated on: 2025-04-04

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Planning and organizing a wedding isn’t a small feat, and there are an endless number of gaffes and errors that could lead to embarrassment and more. With this free Budget Planner Excel template, you will estimate your costs and budget from the first and split it among different categories by percentage to keep an overall …

Monthly Household Budget Microsoft Excel Template

Published on: 2016-07-30 | Last updated on: 2025-06-19

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The Monthly Household Budget free template, helps you to set up your monthly budget professionally, without the need to seek out professional help.

Don’t let the easy-to-use and friendly user interface fool you. It is fully packed with tons of functionalities.

Payoff Calculator for Credit Card Excel Template

Published on: 2016-05-06 | Last updated on: 2025-06-20

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The Payoff Calculator is a visually clean and appealing Excel workbook that allows you to easily forecast what it will take to pay off your credit card at different interest rates and payment amounts per months.

Personal Budget Planner Microsoft Excel Template

Published on: 2016-04-20 | Last updated on: 2025-06-20

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In this week’s free Excel template, I want to introduce you to one of my favorite templates, namely the Personal Budget Planner.

It has a clean and stylish and modern look with a very easy to use interface to do one of the most important, in cases worst handled, tasks.

Simple Loan Calculator Excel Template

Published on: 2016-04-11 | Last updated on: 2025-06-23

In this week’s free MS Excel template, we intend to show you how easily Excel manages to handle financial calculations with its intrinsic formulas.

Keeping up with one’s financial calculations can get messy, especially when it comes to interest rates and other banking matters.

Family Budget Planner Excel Template

Published on: 2016-03-25 | Last updated on: 2025-06-04

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There are a lot of solutions out there that help, or claim to help, a family to plan ahead.

Not only plan a better budget with their income, but also save and invest a little bit more.

Stock Quote Free Excel Template

Published on: 2016-02-24 | Last updated on: 2025-06-25

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Manage, predict and analyze 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.

Manage My Money Excel Template

Published on: 2016-02-07 | Last updated on: 2025-06-18

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Manage My Money Excel template helps you to have a better overview about the economy of your income vs. your spending and savings.

College Comparison Tracker

Published on: 2016-02-02 | Last updated on: 2025-06-02

Here is an Excel Template for a College Comparison Tracker for future college students. This College Comparison Tracker helps you keep track of applications and compare colleges side-by-side to help you make the right decision for your future. With this college comparison tracker template you can follow your plans for higher education and lay out a better …

Budget Planner for College Students

Published on: 2015-10-10 | Last updated on: 2025-06-01

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College has almost started and so I had the idea to make a budget planner for college students with an Excel template.

My own studies are long ago and everything seems to be more expensive now. No good news for parents who want to support their children with payments for the college. But how much does it really cost? What expenses are there?

Mortgage Excel Template

Published on: 2015-10-09 | Last updated on: 2025-06-20

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This Excel template calculates your mortgage. Just fill out the left side on top of the table and the rest will calculate automatically.

For everyone planning to buy a house or flat, this is a really important calculation.

Simple Household Budget Excel Template

Published on: 2015-07-22 | Last updated on: 2025-06-01

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To have an overview of your finances, you need to have a budget planner for your household. Only this way, you can discover where you really spent your money. Sure, you can use a normal pocketbook, but calculate per hand is not as comfortable as an Excel sheet. In this Excel template, everything calculates automatically. …

Excel Template for Interest Calculator

Published on: 2015-04-21 | Last updated on: 2025-06-10

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This Excel Interest Calculator template is designed to help you visualize the potential growth of your savings over time.

By using the built-in ‘FV’ (Future Value) function, it shows you the total amount of money you could have at the end of a specific period, taking into account your starting money, any regular savings you make, and the power of earning interest.

Excel Template for Invoice with different VAT

Published on: 2015-04-21 | Last updated on: 2025-06-10

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This Excel Template Invoice with VAT is designed to simplify your billing process. It automatically calculates both the VAT amount and the final total based on the items you list. Simply enter your invoice details and choose the VAT percentage you need, and the template does the rest, ensuring accuracy and saving you time. The …

Free Cash book as Excel Template

Published on: 2015-04-21 | Last updated on: 2025-06-16

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This cash book has similar functions to the already published household book, but it is developed for entrepreneurs and/or companies in which cash book management is a necessary procedure. This is the point why I have created this Excel template. The cash book is free and can be downloaded in the section “Download”. It sums …

Exact Daily Interest Calculator as an Excel Template

Published on: 2015-04-19 | Last updated on: 2025-06-04

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A few days ago I was asked by some reader to create an Excel template for the calculation of daily interest. I think that the following can make other interested, that’s why I have programmed an interest calculator as a template.

Cash Receipt Excel Template

Published on: 2015-04-18 | Last updated on: 2025-06-20

In most cases a receipt is not required as most shops are equipped with an electronic checkout.

However, at trade shows, flea markets, etc. a cash receipt may be helpful. If there is no receipt book, this Excel template can serve by quickly providing you with a receipt.

Household Budget Planner as Excel Template

Published on: 2015-04-17 | Last updated on: 2025-03-19

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Although I have already created an Excel template for a household book, but a template for a household budget planner in Excel was missing. I have recently designed this template as an Excel template, and I hope that I have not forgotten any necessary criteria.

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