Excel Templates for Finances

Templates for your finances. Whether budget or credit payments, here you will find almost everything…

Insurance Management with Excel

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Every one of us has insurance contracts. Depending on your country there are many types of insurance:

  • health insurance
  • pension insurance
  • car insurance
  • liability insurance
  • social insurance
  • accident insurance
  • disability insurance
  • life insurance
  • house insurance
  • even insurance for funeral expenses already exists

With so many insurance and associated companies, it’s no wonder that you quickly lose track.

To improve the overview, this template was created. Simply enter the type of insurance, type, provider, closing date, agent or consultant, number, duration and method of payment and costs. Under remarks, you can still record in which folder you keep the documents.



Preview of your personal insurance contract management with excel

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Trip Planner – Summer Break MS Excel Template

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The Trip Planner (Summer Break) free MS Excel template is a specialized trip planner template that is tailored for a summer break. Whether you are a group of friends or a family, if you plan to go to the sea, surfing, or sailing, the Trip Planner (Summer Break) Excel template will make planning fun and easy. It helps you estimate the costs and avoid surprises.

Needless to mention that this free MS Excel template is as always print-ready.

Have a peek at screenshots from the Trip Planner – Summer Break Excel Template:

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Basic Invoice Template

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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.

 Have a peek at screenshots from the Basic Invoice Excel Template:

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Expense Report MS Excel Template

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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. The minimalistic design and the overview it offers remind you of the costs without occupying too much of your time and energy.

Have a peek at screenshots from the Expense Report Excel Template:

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Business Expenses Template

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Keeping track of business expenses is essential to having a successful professional life. It is important to keep b business expenses apart from private expenses. Our Business Expenses free MS Excel template helps you to do just that.

It has a minimalistic visual representation and can be easily filled with expense records. Every expense sheet has a Name, Start Date and End Date field where you specify the overall information. Then you have more specific fields like Date, Expense (description), Type, Amount and Notes where you enter specific details about each expense item. You can also easily filter the information by any of the previously entered data. This free Excel template is also 100 percent print ready and just waits for you to click “Print”.

 Have a peek at screenshots from the Business Expenses Excel Template:

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Trip Planner Template

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This time, we are going to present the Travel Planner MS Excel template. Those of you who travel a lot, whether for business or leisure, know very well that there are a lot of small details (and some big ones) that can get overlooked and in effect ruin a supposedly beautiful and fruitful travel. After all one’s mind can remember only that much. The solution? Planning.

Trip Planner is a beautifully designed free MS Excel WorkBook that tries to cover every aspect of a trip by dividing it into 4 worksheets as follows:

  1. Travel
  2. Lodging
  3. Activities
  4. Budget

Have a peek at screenshots from the Trip Planner Excel Template:

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Ticket Sales Tracker MS Excel Template

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Have you ever hosted and managed an event where tickets are sold for participants? You can always outsource the job or use some online service, but for small events that are hosted by a family or a family run small business, it is in many cases better to keep it local and handy. Our Ticket Sales Tracker free Microsoft Excel template helps you to easily track different types of sold tickets and the resulting income.

The Ticket Sales Tracker MS Excel template enables you to set different costs for different types of tickets including Adult, Child and Discounted and will automatically show you the total number of sold tickets and the total resulting income.

 Have a peek at screenshots from the Ticket Sales Tracker Excel Template:

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Wedding Budget Planner Template

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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. In fact, remembering all the important details, from little to the big ones, is really hard. That is why there are so many wedding planners out there.

But if you are one of those DIY types, you’ll definitely need the Wedding Budget Planner MS Excel template. After all, you can’t keep track of everything and at the end the bills for a perfect wedding get out of control. With the free Budget Planner Excel template, it won’t be like this. You will estimate your costs and budget from the first and split it among different categories by percentage to keep an overall record of your wedding spendings.

Have a peek at screenshots from the Wedding Budget Planner Excel Template:

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Monthly Household Budget Microsoft Excel Template

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Monthly Household Budget MS Excel Template

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. In fact, if you are planning to buy a car, save for your retirement, or just want to keep track of how you (or anyone else for that matter) spend your hard-earned money over the month, this free Excel template is one of the easiest and most functional options out there.

Have a peek at screenshots from the Monthly Household Budget Excel Template:

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Payoff Calculator Microsoft Excel Template

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Payoff Calculator for MS Excel

Today we’ll introduce another very useful free Excel template for personal purposes. 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.

Based on your input, this free MS Excel template will show you how many months it’ll take to fully pay off your debt and how much interest you’ll have to pay in total. In addition to simple numbers, the template shows the results in the form of charts.

Have a peek at the nice chart of the Payoff Calculator Excel template:

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A Comprehensive Guide on Free Excel Templates for Startups

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In the last few days, I was busy researching different options that would help young business startups get up and running their new venture and therefore we didn’t publish our weekly free excel template last week.

But to make up for what we missed last week, I’ve come up with a thorough post about using free MS Excel templates readily available on the market, and some free MS Word templates too for that matter, which will help you pave the way for your seed to grow, bloom and survive in an increasingly competitive market.

According to a recent report by the US Small Business Administration, there are around 28 million small businesses in the US that create a proud 64 percent of new private sector jobs every year.

Every second, 3 startups are born worldwide (Three Startups per Second!) that adds up to a staggering 100 million new businesses every year! But unfortunately, about 90 percent of them will fail. Despite the high risks of investing in startups, in the US alone, the sheer number of 48.3 billion USD in venture capital is invested in startups every year.

If you like to know more about startup statistics, have a look at this article from mashable.com with a great infographic that helps to visualize the whole subject. Continue reading →

Personal Budget Planner Microsoft Excel Template

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Personal Budget Planner for MS Excel

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.

The perfect appearance makes this free Microsoft Excel template a treat for the eye, so you could look at it just for the fun of seeing it! In addition to that, it’ll provide you with a nice overview of a month’s income, expenses, and savings.

Have a peek at the nice charts of the Personal Budget Planner Excel template:

Excel Template Personal Budget Planner

To get the charts showing relevant data, you have to fill 3 tables in this Excel template. The table and what they do are as follows:

  • Monthly Income: Here you will enter each income you receive during the month separately. It is paramount to enter accurate and relevant data to avoid miss calculations later on.
  • Monthly Expenses: This table is the exact opposite of the Monthly Income table, but the rules are the same. Keep it accurate.
  • Monthly Savings: Here you enter any extra money you were able to save during the month.

Have a peek at the tables of Personal Budget Calculator Excel Template:

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Simple Loan Calculator MS Excel Template

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Simple Loan Calculator for Microsoft Excel

Keeping up with one’s financial calculations can get messy, especially when it comes to interest rates and other banking matters. You can always hire an expert consultant to explain everything and run your matters, but sometimes, especially when it comes to simpler loan calculations, it pays off to learn how it works and use some tools to streamline the job.

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

The Simple Loan Calculator for Microsoft Excel uses built-in financial formulas to  calculate either the interest rate (using the RATE formula), the loan amount (using the PV formula), the payment (using the PMT formula), or the number of payments (using the NPER formula).

 

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Online Sales Tracker Template for Excel

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Online Sales Tracker Template for Microsoft Excel

Nowadays, a lot of people have an e-commerce shop, one way or another. It could be a professional e-shop built with Magento or WooCommerce or a smaller one with Shopify.

When these e-shops are just side incomes helping your overall earnings with some extra money, you don’t need any complicated or special accounting software or methods. In fact, such methods or software will cost you extra money and time. Commodities that are very rare these days.

To handle this situation, we have created the Online Sales Tracker Excel Template to enable you to easily track and calculate your online sales. It is a clean and visually appealing free Excel template and functions as well.

Have a peek at the Onlie Sales Tracker Excel Template: Continue reading →

Easy and Beautiful Family Budget Planner

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Family Budget Planner Template for Microsoft Excel

There are a lot of solutions out there that help, or claim to help, a family to plan ahead and not only plan a better budget with their income, but also save and invest a little bit more. But the truth is that not all families need some extravagant budget planner that need at leas 1 month to learn. An easy to use free Excel Template can be of great help, when fast learning curves and a minimalist’s convenience are what is need most.

Therefore, we have put together the Family Budget Planner free Excel template for you to just enjoy its clean and clutter free interface and have some fun when planning your next budget.

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