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73 free templates with formulas, formatting and charts in place. Pick one, add your numbers, and share it when it is ready.
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FinancePersonal monthly budgetPlan income and spending for the month and see what is left at a glance. Compare planned and actual amounts by category with a chart.
FinanceLoan amortization scheduleSee every monthly payment split into interest and principal, with room for extra payments. Find out how much interest and time extra payments save.
FinanceMortgage calculatorWork out the full monthly cost of a home loan including property tax, insurance, PMI and HOA dues. A yearly schedule shows principal, interest and equity over the term.
BusinessInvoiceA clean, printable invoice with line items, discount, tax and a due date worked out from your payment terms. The balance due updates as you type.
BusinessExpense reportLog business expenses and mileage for a period and see exactly what is owed back. Company card spending is tracked but not reimbursed.
SalesSales dashboardA year to date sales dashboard with revenue, orders and average order value, monthly trend, region split and top products. Add orders to the Data sheet and everything updates.
SalesCRM sales pipelineTrack deals by stage with a probability for each stage and a weighted forecast by close month. Late deals and contacts going cold are flagged automatically.
ProjectsProject trackerTrack every task with an owner, status, priority and due date. Overdue work turns red and the summary counts update as you go.
Finance 16 templates
- FinancePersonal monthly budgetPlan income and spending for the month and see what is left at a glance. Compare planned and actual amounts by category with a chart.
FinanceInvoice trackerTrack every invoice you send, what has been paid and what is overdue today. An aging summary groups open balances by how late they are.
FinanceBreak-even analysisFind how many units you need to sell to cover fixed costs, and what it takes to hit a profit goal. A chart shows revenue crossing total cost.
FinanceCap tableModel ownership through seed and Series A rounds with share prices worked out from each pre-money valuation. See fully diluted ownership and a simple payout at an exit value.
FinanceStartup financial modelA three year quarterly model for a subscription startup: customers, revenue, hiring plan, operating costs and cash. Change the assumptions and every quarter recalculates.
FinanceFamily budgetA household budget with income from each earner and spending grouped by home, food, kids and more. Log purchases once and every category total fills in for the chosen month.
FinanceProfit and loss statementA quarterly income statement from revenue down to net income, with gross, operating and net margins. A chart compares revenue and profit each quarter.
FinanceCash flow forecastProject cash coming in and going out for the next 12 months and watch the closing balance. Months that dip below your safety cushion are flagged in red.
FinanceBalance sheetCompare assets, liabilities and equity at two year ends with changes and key ratios. A check line confirms that the sheet balances.- FinanceLoan amortization scheduleSee every monthly payment split into interest and principal, with room for extra payments. Find out how much interest and time extra payments save.
- FinanceMortgage calculatorWork out the full monthly cost of a home loan including property tax, insurance, PMI and HOA dues. A yearly schedule shows principal, interest and equity over the term.
FinanceSavings goal trackerTrack several savings goals with targets, deadlines and progress bars. Each goal shows how much to set aside per month to arrive on time.
FinanceDebt payoff plannerChoose the snowball or avalanche method and see the order, month and date each debt is paid off. A 60 month schedule rolls freed up payments into the next debt.
FinanceRetirement savings projectionProject retirement savings year by year with growing contributions, an employer match and separate returns before and after retiring. See the nest egg, the income it supports and how long it lasts.
FinanceInvestment portfolio trackerTrack holdings with cost basis, market value and gains, then compare your allocation to targets. Rebalancing amounts tell you what to buy or sell.
FinanceRental property trackerRecord rent and expenses for each rental in one ledger and get net operating income, cash flow, cap rate and cash on cash return per property.
Business 12 templates
- BusinessInvoiceA clean, printable invoice with line items, discount, tax and a due date worked out from your payment terms. The balance due updates as you type.
- BusinessExpense reportLog business expenses and mileage for a period and see exactly what is owed back. Company card spending is tracked but not reimbursed.
BusinessPurchase orderCreate a purchase order by picking a vendor from your list; their contact details and payment terms fill in automatically. Track received and open quantities per line.
BusinessInventory trackerKeep stock levels, values and reorder points in one place. Items at or below their reorder point are highlighted and collected on a ready to send reorder list.
BusinessRecipe cost calculatorCost out a recipe from your ingredient price list, including trim and cooking loss. See the cost per serving, food cost percentage and a suggested menu price.
BusinessFreelance rates and time trackerWork out the hourly rate you need from your income goal, then log hours by client and project. See billed and not yet invoiced amounts per client.
BusinessKPI dashboardA one page scorecard of your key metrics against target and the prior period, with traffic light status for each. A trend sheet charts the headline metric month by month.
BusinessBusiness budgetPlan the year by quarter for every department and line item. Department totals and a stacked chart show where the money goes.
BusinessFixed asset register with depreciationKeep a register of equipment and other fixed assets with straight line, declining balance or sum of years depreciation. Compare all three methods for any asset year by year.
BusinessOKR trackerSet quarterly objectives with measurable key results and watch progress roll up. Scores use a 0 to 1 scale with traffic light icons.
BusinessMeeting minutes and action itemsCapture attendees, a timed agenda, decisions and action items in one place. Open actions and overdue items are counted for you.
BusinessFundraising trackerTrack pledges and gifts against a campaign goal with a thermometer that fills as money arrives. See totals by donor type and who still needs a thank you.
Sales 5 templates
SalesSales quoteSend a professional quote with line discounts, optional items you can switch on or off, tax and a deposit. It shows how many days the quote stays valid.
SalesPricing calculatorSet prices from your costs with a target margin, then compare markup, margin and competitor prices per product. A quick converter turns markup into margin and back.- SalesSales dashboardA year to date sales dashboard with revenue, orders and average order value, monthly trend, region split and top products. Add orders to the Data sheet and everything updates.
- SalesCRM sales pipelineTrack deals by stage with a probability for each stage and a weighted forecast by close month. Late deals and contacts going cold are flagged automatically.
SalesSales commission calculatorPay commission by quota attainment tier, either as one rate on all sales or as progressive tiers. Includes an accelerator bonus and a payout chart by rep.
Marketing 4 templates
MarketingMarketing campaign trackerCompare campaigns by spend, clicks, leads and revenue with click rate, cost per lead and return calculated for you. Channel totals feed a chart.
MarketingSocial media calendarSchedule posts by date, time and channel, then log likes, comments and shares once they go live. Today is highlighted and a summary ranks channels by engagement.
MarketingContent calendarRun your content pipeline from idea to published with owners, stages and deadlines. An Up next sheet lists what ships soonest.
MarketingEditorial calendarPlan magazine or newsletter issues with copy and design deadlines worked back from each publish date. Stories roll up into readiness per issue.
Projects 5 templates
- ProjectsProject trackerTrack every task with an owner, status, priority and due date. Overdue work turns red and the summary counts update as you go.
ProjectsGantt chartA weekly timeline where bars draw themselves from each task start and end date. The current week is highlighted and progress shades the bar.
ProjectsProduct roadmapList initiatives once and see them laid out by lane and quarter on a board that builds itself. Capacity checks flag quarters that are overbooked.
ProjectsRisk registerScore each risk by likelihood and impact, assign an owner and a response. A 5 by 5 heat map counts where the risks sit.
ProjectsIssue and bug trackerLog bugs and requests with severity, status and assignee. Ages count up live and a summary matrix shows open work by severity.
HR 6 templates
HRWeekly timesheetRecord time in, lunch and time out for each day of the week. Hours over 40 become overtime and pay is calculated at your rates.
HRPayroll registerCalculate gross pay, withholdings, deductions and net pay for each person on a pay run. Rates live in one box so a change updates every row.
HREmployee shift schedulePlan a week of shifts with a dropdown in every cell. Hours per person and coverage per shift add up as you fill the grid.
HREmployee directoryKeep contact details, teams, managers and start dates in one tidy list. Look anyone up by name and see headcount by department.
HRVacation and PTO trackerAccrue paid time off by month, log requests, and see each balance at a glance. Request days count working days only and skip holidays.
HRRecruitment pipelineMove candidates through stages from application to hire and see conversion at every step in a funnel chart. Idle candidates are flagged after a week.
Planning 8 templates
PlanningEvent budgetBudget a party, launch or conference with estimates, actual costs and payments to vendors. See the cost per guest and what is still owed.
PlanningWedding plannerKeep the wedding budget, guest list and checklist in one place. RSVP and meal counts, spending by category and due dates update as you go.
PlanningWeekly scheduleLay out a week hour by hour from 7 am to 8 pm. Dates fill in from the start date and booked and free hours are counted per day.
PlanningDaily plannerPlan a single day with top priorities, an hour by hour schedule, a to do list and notes. Progress fills in as you tick things off.
PlanningTravel itineraryMap out each day of a trip with times, places and booking references. Costs roll up by category and per traveler.
PlanningYear at a glance calendarA full year calendar drawn by formulas from a single year input. Weekends are tinted and today is highlighted.
PlanningWeighted comparison matrixCompare options side by side with weighted criteria to make a clear decision. Scores, ranks and the winner update as you change weights.
PlanningVolunteer sign up sheetList event shifts with the number of helpers needed and let people add their names. Open slots, fill rate and hours per volunteer are counted for you.
Personal 11 templates
PersonalHome renovation budgetCost out a renovation room by room with materials, labor and a contingency buffer. Track status and spending against what you can afford.
PersonalBill payment trackerKeep every recurring bill in one list with this month's due date, days left and a paid checkbox. Overdue and soon due bills light up automatically.
PersonalSubscription trackerList every subscription with its price and billing cycle to see the true monthly and yearly cost. Upcoming renewals are flagged so you can cancel in time.
PersonalHabit trackerTick off daily habits on a monthly grid. Progress toward each goal, the best streak and a daily score are calculated for you.
PersonalTo do listA clean task list with priorities, categories and due dates. Finished tasks are struck through and overdue ones turn red.
PersonalPacking listA trip packing checklist grouped by category. Quantities scale with the number of nights, and progress shows how much is already packed.
PersonalCar maintenance logRecord every service and see when the next one is due by miles or by date, whichever comes first. Spending is totaled by service and by year.
PersonalFuel logLog each fill up to track miles per gallon, cost per mile and total fuel spending. A chart shows how efficiency changes over time.
PersonalHousehold chores chartShare the housework fairly with a chores chart that rotates every week. Change the week number and everyone gets new jobs.
PersonalReading logTrack books, pages and ratings through the year with a yearly goal. A chart shows how many books you finished each month.
PersonalSports team statsSeason stats for a basketball team with per game averages, shooting percentages, ranks and team leaders. Game results and the record are on a second tab.
Health 2 templates
HealthWorkout logLog sets, reps and weight for every session and watch training volume grow week by week. Personal bests per exercise are found for you.
HealthMeal planner and grocery listPlan breakfast, lunch, dinner and snacks for the week, then shop from a grocery list that tracks cost and what is already in the cart.
Education 4 templates
EducationGrade bookWeighted grades for a whole class with letter grades, ranks and class statistics. Change the weights or the grading scale and every grade updates.
EducationAttendance trackerMark each student present, late or absent for every class date. Attendance rates per student and per session are calculated for you.
EducationClass scheduleA weekly class timetable with color coded courses and a course list with rooms and instructors. Sessions, hours and credits are counted for you.
EducationSurvey results summarySummarize course feedback survey responses with counts, percentages and charts. Paste new responses and the summary updates.
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