Updated by Tina Sieber on 28 February, 2017.
Is your life a hotch-potch of missed deadlines, forgotten shopping, and reneged commitments? Sounds like you need to get organized. Where better to start than with hard numbers and figures?
For this, you might want to take advantage of the many spreadsheets available on Vertex42 that allow you to keep track of your time, belongings, projects and money.
Here are 10 of the best Excel spreadsheet templates to organize your life.
If you’re anything like me, your finances are scattered around a smattering of savings and checking accounts, with the odd credit card thrown in. Perhaps you’ve even got a mortgage. This makes it incredibly challenging to keep on track of your income and expenses.
Sure, you could lean on a product like You Need A Budget. Or you could take this spreadsheet for a spin. Your shout.
The template allows you to create a yearly budget to handle all your income and expenses for multiple accounts in a single worksheet. This will let you track your spending habits and plan for unexpected costs.
2. To-Do List
Visualizing what you have to do as a list is a valuable tool in increasing your productivity. There’s no shortage of tools on the market that help you do this. Personally speaking, I’m quite partial to Wunderlist (use this Wunderlist tip).
But if you want a simpler solution, check out this to-do list spreadsheet.
It lets schedule tasks, set a priority, and get things done on time. Best of all, you can easily customize it to your needs. You can even use it to schedule tasks among team members.
Got any long-term health problems? If you’re on a number of medications, you may find it challenging to organize what you take, the amounts taken, and when you take them.
Thankfully, this spreadsheet takes away all the stress of managing your medication.
Just add what you need to take when and how. You can add notes to keep track of who prescribed it, why you’re taking this, when you should stop taking it, what the pill looks like, or anything else you notice while taking your medication.
Are you planning a vacation soon? It’s easy to fall into the quagmire of expense that comes with traveling. There are flights, hotels, and food to pay for, and everything in between. If you’re not careful, it’s really easy to find yourself paying more than you’ve intended to.
Now this Travel Budget Worksheet makes it incredibly easy to keep on track of your expenses when you’re seeing the world.
Set your total budget before you start booking, then insert individual expenses to keep track of how much room is left in your budget. The spreadsheet will also visualize your spending.
You don’t need a paper checkbook to take advantage of a checkbook register. In its simplest form, it allows you to track each and every incoming and outgoing payment, and then add (or subtract) that from a running total. This allows you to keep current on your checking account, and to avoid falling into the mire of debt. You can use paper for this, but why not try Excel?
If you’re moving house, or renting out one of your spare rooms, you probably want to keep track of each and every item you have. This home inventory checklist makes it easy to see what you own, and what’s missing. And all from within an Excel spreadsheet.
The preset items in this list are optimized for insurance purposes, hence you’ll find columns for recording details on warranty, price, condition, serial, and model numbers. However, you can expand the list with anything else you’d like to inventory.
7. Meal Planner
If you’re on a highly restrictive diet, or if you’re just trying to cut down on food wastage, you’ll want to keep a meal planner.
This meal planner template allows you to organize breakfast, lunch, and dinner for a week, as well as your grocery list.
You can check meals from a drop-down menu and the spreadsheet will automatically compile your grocery list.
If you’re planning a DIY project, or have a massive school assignment to get done, you might want to consider doing a bit of project management.
Vertex42’s Project Schedule Template manages to transform each step of what you’re trying to accomplish, all in the form of a pleasing Gantt Chart.
Got a busy year ahead? The Yearly Planner Calendar spreadsheet allows you to visualize your schedule for months to come, whilst sticking to a single page. And there’s even room for notes.
If this calendar layout isn’t quite what you need, why not craft a custom calendar for the year?
The Continuous Monthly Calendar is a bit like the Yearly Planning Calendar, but with one major exception. It doesn’t show any breaks between months. It’s all just one contiguous block. Just input the start date, and it will populate the cells with days and months.
You might also want to try one of these sites to create a free custom and printable calendar template.
Organize Your Life
The 10 templates above only scratch the surface of how you can use spreadsheets to get your life in order.
If you can’t find the perfect template, here’s how you can create a custom Excel template. And if you need a physical copy, be sure to format your spreadsheet so it will print to one single page.
Do you have any particular strategy for staying organized? Found any useful spreadsheets on Vertex42 I might have missed? Tell us about it. The comments box is below.