Excel Templates for Finances

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

Free College Course Manager Template for Microsoft Excel

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.

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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

Manage My Money Excel Template

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.

Manage My Money Excel template also features a pie chart, where you can see your balance at a glance.

This is a very easy to use and beautiful template. It is most suited for singles and students who don’t have a very complicated budget structure, but nonetheless need their income and spending managed.

 

Preview of Manage My Money template

Manage My Money Preview

Download your free Excel template “Manage My Money” here




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College Comparison Tracker

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.

This is a very easy to use, but nonetheless useful template for future students who are planing ahead.

 

Preview of the College Comparison Tracker

College Comparison Tracker Preview

Download your free Excel template “College Comparison Tracker” here

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Budget-Planner for College Students

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? Continue reading

Mortgage Excel-Template

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: Continue reading

Simple Budget Template Household

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 the first sheet with your income-data and fixed expenses. Then switch to the month we have and put in the expenses you have.

That’s all..

Overview of the budget-template in excel

Overview of the budget-template in excel

The details of each month of the budget-planner

The details of each month of the budget-planner

Download the Budget-Template for Excel here

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By the way – if you want to have a more detailed version of the household-planner, look here. I’ve already made one.

Excel Template for Interest Calculator

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 really creates a high interest rate 🙂

Have a look at the screenshot of the interest calculator excel template

Excel template for the calculation of interest and compound interest


Excel template for the calculation of interest and compound interest

Download the interest calculator template for free




Here you may find this template in different file formats (.xls, .xlsx, .xltx, and zip). Please, the users of Internet Explorer should pay attention to the fact that direct download of .xls files may fail to function in your browser, that’s why you have to choose a zip file.

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More interest calculator templates in the network

A little research showed that there are other good interest calculator templates to download:

Excel Template for Invoice

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 the screenshot of the invoice excel template

invoice excel-template for free

invoice excel-template for free

Change the tax in vat-spreadsheet

Change the tax in vat-spreadsheet

Download the invoice template for free




Here you may find this template in different file formats (.xls, .xlsx, .xltx, and zip). Please, the users of Internet Explorer should pay attention to the fact that direct download of .xls files may fail to function in your browser, that’s why you have to choose a zip file.

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More invoice templates in the network

A little research showed that there are other good invoice templates to download:

Free Cashbook as Excel Template

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 income, determines current cash balance and even takes into account opening cash balance.

Inspired by a comment, I have created the second cashbook template. This takes into account VAT rates of 7%, 19% or 0%. You can find it at the end of the article.

Have a look at the screenshot of the cashbook excel template

Cashbook Excel template


Cashbook Excel template

Download the cashbook template for free


Here you may find this template in different file formats (.xls, .xlsx, .xltx, and zip). Please, the users of Internet Explorer should pay attention to the fact that direct download of .xls files may fail to function in your browser, that’s why you have to choose a zip file.

Cashbook with VAT Excel Template

As it is mentioned above, here is an Excel template of a cashbook with VAT. As I needed more columns in this template, I have created it in a landscape mode.

VAT-cashbook Excel template


VAT-cashbook Excel template

Download the cashbook with VAT template for free

Here you may find this template in different file formats (.xls, .xlsx, .xltx, and zip). Please, the users of Internet Explorer should pay attention to the fact that direct download of .xls files may fail to function in your browser, that’s why you have to choose a zip file.

Update: Tax Law

In accordance with the new legislation, cashbook management in Excel is not authorized or is not recognized as such. The cashbook does not meet the “principles of proper accounting” and the company cannot be estimated on that account. The following also concerns associations, small businesses and freelancers.

Those who manage this book in Excel should print it and enter all the numbers by hand. Since then there should be nothing to complain about.

 

Project Management with Excel Templates

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.

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Exact Daily Interest Calculator as an Excel Template

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.

Have a look at the screenshot of the interest calculator excel template

Interest calculator


Interest calculator

Download the interest calculator template for free




Here you may find this template in different file formats (.xls, .xlsx, .xltx, and zip). Please, the users of Internet Explorer should pay attention to the fact that direct download of .xls files may fail to function in your browser, that’s why you have to choose a zip file.

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More interest calculator templates in the network

A little research showed that there are other good interest calculator templates to download:

Receipt Excel Template

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 name and data; in the other fields you may enter the amount and the recipient’s name. The rest (date, value added tax, amount) can be automatically filled in the Excel receipt. The copy will automatically get all the values from the original. Then just print and sign it 🙂

Have a look at the screenshot of the receipt excel template

Receipt Excel template


Receipt Excel template

Download the receipt template for free




Here you may find this template in different file formats (.xls, .xlsx, .xltx, and zip). Please, the users of Internet Explorer should pay attention to the fact that direct download of .xls files may fail to function in your browser, that’s why you have to choose a zip file.

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More receipt templates in the network

A little research showed that there are other good receipt templates to download:

Household Budget Planner as Excel Template

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, home and life. These sections can be filled in each month. The Excel template simply calculates the sum of all costs and subtracts them from the revenues. At the end you will get an idea of whether you are still within your budget or not.

Have a look at the screenshot of the household budget planner as excel template

“Household budget planner” Excel template


“Household budget planner” Excel template

Download the household budget planner template for free




Here you may find this template in different file formats (.xls, .xlsx, .xltx, and zip). Please, the users of Internet Explorer should pay attention to the fact that direct download of .xls files may fail to function in your browser, that’s why you have to choose a zip file.

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More household budget planner templates in the network

A little research showed that there are other good household budget planner templates to download: