Excel Templates for Finances

Income Expense Statement – Free Excel Template

2025-04-08

Header image for article "Income Expense Statement Excel Template"

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

2025-03-13

Header image for article: Free Portfolio Tracker Excel Template

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: 2025-03-13

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

2023-11-17

Banner for article "real estate management with excel"

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: 2023-05-20

Header for post "Club budget excel template"

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

Published on: 2018-03-14 | Last updated on: 2023-02-27

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

Basic Invoice Template

Published on: 2016-11-14 | Last updated on: 2024-04-09

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 MS Excel Template

Published on: 2016-11-06 | Last updated on: 2022-12-13

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.

Business Expenses Template

Published on: 2016-10-31 | Last updated on: 2022-12-13

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.

Ticket Sales Tracker MS Excel Template

Published on: 2016-10-21 | Last updated on: 2022-12-13

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.

Wedding Budget Planner Template

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

Header for post "Wedding Budget Excel Template"

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: 2022-12-13

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 Microsoft Excel Template

Published on: 2016-05-06 | Last updated on: 2022-07-02

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.

Personal Budget Planner Microsoft Excel Template

Published on: 2016-04-20 | Last updated on: 2022-12-13

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 MS Excel Template

Published on: 2016-04-11 | Last updated on: 2020-12-12

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.

Easy and Beautiful Family Budget Planner

Published on: 2016-03-25 | Last updated on: 2022-12-13

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.

Stock Quote Free Excel Template

Published on: 2016-02-24 | Last updated on: 2022-12-13

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.

Manage My Money Excel Template

Published on: 2016-02-07 | Last updated on: 2022-12-13

Manage My Money Excel template for a better income management

Manage My Money Excel template helps you to have a better overview about the economy of your income vs. your spending and savings. It is a versatile, but at the same time visually appealing template, where you can enter your income, saving and spending and instantly see how your balance stands.

College Comparison Tracker

Published on: 2016-02-02 | Last updated on: 2022-12-13

The College Comparison Tracker for future or present college students 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 road map for your future. …

Budget-Planner for College Students

Published on: 2015-10-10 | Last updated on: 2022-12-13

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: 2024-04-09

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

For everyone planning to buy a house or flat, this is a really important calculation. Don’t be to optimistic with your financial income. What if you lose your job, what if you have to sell the house because you have to move to another place because of your work? To do you have some extra-money for some unexpected repairs? Don’t forget, that you might need some money for an illness or operation. What about making holidays or paying the college for the children.

Simple Budget Template Household

Published on: 2015-07-22 | Last updated on: 2022-12-13

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 excelsheet. In this excel-template everything calculates automatically. Just fill out …

Excel Template for Interest Calculator

Published on: 2015-04-21 | Last updated on: 2022-12-13

This calculator will help enter your savings rate, the savings period and the interest rate, and Excel will calculate your net savings after the saving period. Increase your interest rate, and you will immediately see how much faster you could reach the result of being a millionaire.

Excel Template for Invoice

Published on: 2015-04-21 | Last updated on: 2025-05-07

I have also made an Excel template for invoice creation. The summation and percentage calculation are automatic. The tax can be at 0%, 5% or 20% and can be changed to any value you like. Just switch to spreadsheet “VAT setting” and change 0, 5 or 20 to another number. Take a look at the …

Free Cashbook as Excel Template

Published on: 2015-04-21 | Last updated on: 2024-07-17

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

Exact Daily Interest Calculator as an Excel Template

Published on: 2015-04-19 | Last updated on: 2020-12-14

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.

Receipt Excel Template

Published on: 2015-04-18 | Last updated on: 2025-03-19

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 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

Header for article "Household Budget Planner"

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.

Manage My Money Excel template for a better income management

Pin It on Pinterest