Excel Templates for Finances

Household Budget Planner as Excel Template

2020-09-18

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. The template is divided into main sections such as auto, … Read more Household Budget Planner as Excel Template

Simple Budget Template Household

2020-09-18

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 … Read more Simple Budget Template Household

Easy and Beautiful Family Budget Planner

2020-09-18

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.

Monthly Household Budget Microsoft Excel Template

2020-09-18

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.

Expense Report MS Excel Template

2020-09-17

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.

Trip Planner Template

2020-09-17

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.

Ticket Sales Tracker MS Excel Template

2020-09-17

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

2020-09-17

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.

Personal Budget Planner Microsoft Excel Template

2020-09-17

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.

Online Sales Tracker Template for Excel

2020-09-17

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.

Stock Quote Free Excel Template

2020-09-17

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.

Trip Planner – Summer Break MS Excel Template

2020-09-17

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.

Business Expenses Template

2020-09-17

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.

Basic Invoice Template

2020-09-17

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.

Insurance Management with Excel

2020-09-17

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

Simple Loan Calculator MS Excel Template

2020-07-15

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.

College Comparison Tracker

2020-07-14

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. … Read more College Comparison Tracker

Exact Daily Interest Calculator as an Excel Template

2020-07-14

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. Everything is very simple: if you enter principal, interest rate, beginning and end dates, interest and interest days are issued automatically.

Payoff Calculator Microsoft Excel Template

2020-07-14

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.

Manage My Money Excel Template

2020-07-14

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 … Read more Manage My Money Excel Template

Project Management with Excel Templates

2019-12-14

Those who do not want to deal with an extensive Microsoft project may make the first steps that are important for project management and project planning using these Excel templates. You may divide the project into subtasks and provide it with the date and time. The whole timeline is then plotted on colored background cells of the Excel template. In this template it is offered as an example. In the template there are two spreadsheets for the months of January to June and July to December 2013.

Free College Course Manager Template for Microsoft Excel

2019-12-14

As a student, I never had enough time to spend for managing my stuff. I looked always for new an innovative ways to get my things organized and streamline many aspects of my student life, including my class schedule, my college credits, my income and expenses and the books I had to buy and read.

Free Cashbook as Excel Template

2019-09-07

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 … Read more Free Cashbook as Excel Template

Receipt Excel Template

2017-02-15

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. In the upper part there is your company’s … Read more Receipt Excel Template

Excel Template for Invoice

2017-02-15

So, 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 spreadshett “VAT setting” and change 0, 5 or 20 to another number. Have a look at … Read more Excel Template for Invoice

Excel Template for Interest Calculator

2017-02-15

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. Now we just need a secure system that … Read more Excel Template for Interest Calculator

Mortgage Excel-Template

2017-02-15

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.

There are many aspects that should be respected – but to be honest – an own house is fantastic 🙂

So here is the Excel-Template for the mortgage-calculation:

Budget-Planner for College Students

2017-02-15

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?