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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 Money Management Template

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 YNAB Makes It Easy to Make a Budget and Stick to It YNAB Makes It Easy to Make a Budget and Stick to It Does your checking account remind you of a debt-burdened Southern European nation? You Need A Budget. We know it's tough to keep track of spendings. YNAB can help. Read More . Or you could take this spreadsheet for a spin. Your shout.


Download it here.

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 Wunderlist - The Best To-Do List Application On The iPhone [iOS] Wunderlist - The Best To-Do List Application On The iPhone [iOS] Wunderlist is one of the simplest ways to keep track of what you need to do. It has an elegant user interface that just makes sense. Anyone can pick it up and figure out how... Read More . But if you want a simpler solution, check out this to-do list spreadsheet. It allows you to schedule tasks, set a priority, and get things done on time.



Download it here.

Medication List

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.


Download it here.

Travel Budget Worksheet

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. Thankfully, this Travel Budget Worksheet makes it incredibly easy to keep on track of your expenses when you’re seeing the world.


Download it here.

Checkbook Register

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?


Download it here.

Home Inventory Checklist

If you’re moving house, or renting out one of your spare rooms on AirBnB A Traveler's Tales: How To Save Money On Your Next Trip With AirBnB A Traveler's Tales: How To Save Money On Your Next Trip With AirBnB We are always eager to cut costs while traveling. Hotels are expensive. Ludicrously so. But are there any alternatives? Until recently, the answer to that question was a loud ‘no' till AirBnB came along. Read More , 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.


Download it here.

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 check out the meal planner spreadsheet. It allows you to organize breakfast, lunch, and dinner for a week, as well as your grocery list. And all from a single worksheet.


Download it here.

Project Schedule Template

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.


Download it here.

Yearly Planner Calendar

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.


Download it here.

Continuous Monthly Calendar

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.


Download it here.

Organise Your Life

Do you have any particular strategy for staying organized? Found any useful spreadsheets on Vertex42 I might have missed? Tell me about it. The comments box is below.

  1. Cyn
    January 6, 2017 at 10:40 pm

    awesome, thanks a lot!

  2. Fitch
    October 12, 2016 at 12:49 am

    I have a calendar spreadsheet (albeit plagiarised from a host of other calendars sheets to make a nifty all singing, all dancing one)
    ODS format. Would gladly share it, but there doesn't seem to be a repository for such things.
    Would you want it here?

  3. Steve
    December 4, 2015 at 5:57 am

    Nice list Matthew. You should also add GanttExcel to this list. Their template allows to create Gantt charts easily.

    • Marc
      January 5, 2016 at 10:08 am

      Thanks for sharing this Steve

    • Philo
      May 11, 2016 at 11:09 pm

      Thank you for sharing this link. I needed a template urgently and came across this. This is the best gantt chart template out there.

  4. tessa
    May 21, 2015 at 12:29 am

    I am looking for spread sheet that can help me keep track of mail sent out and responses.
    it for a happy mail project, ie 200 members in a group ask for the addresses of couple of other members in group and then send they something silly in the post that makes them smile , in return they do the same, and so on , they may then ask for couple more address and so on , the logistics off keeping details of who you given what addresses to and what responses ie results occurred seem impossible , I hoping their is a spread sheet somewhere close that can help but have no idea where to start on such a mission , if any one can help , it be much appreciated I looked at the ones you posted and I cant see that any comes close to doing job required,

  5. Justin
    March 27, 2015 at 3:56 pm

    Great spreadsheets! Do you happen to have anything where it auto populates data you input, into another section, but then also being able to copy/paste the data onto a word document without the boxes?

    So for example, if I input data in three different sections (The boy, went to the store, to get groceries), then it would auto populate that into a sentence in another area (The boy went to the store to get groceries), and then be able to copy/paste that constructed sentence into a word document?

  6. Dhimant
    March 21, 2015 at 7:41 am


  7. Andrea
    January 20, 2015 at 1:20 pm

    I have a spreadsheet called the Pursuit Tracker to track and rate my ideas as I start things easily but have a harder time finishing them.

    This enables me to:
    1. focus my attention based on deliberate priorities (rather than jumping to the next shiny exciting thing) and make decisions mindfully.
    2. pace myself for long term goals
    3. keep track of my "idea graveyard" so I can return to them or know that I have made up my mind about them already if they come again

    • Marc
      July 15, 2015 at 7:06 am

      Hi Andrea,

      that sounds very nice. I always searching for such a template. Can you share it?

    • Silvia
      November 2, 2016 at 4:46 pm

      Would you share your xls? It sounds like just the thing.

  8. Kevin
    November 5, 2014 at 11:02 am

    My bad forgot to add the name of the tool, its Collatebox .

  9. Kevin
    November 5, 2014 at 11:01 am

    Thanks for sharing all these. I happened to find this new tool, which has predefined templates such as Asset tracking register, Expense manager. These are kinda helpful.

    Thought you could add on these to your lists.

  10. Rob
    November 2, 2014 at 1:30 pm

    Great article, Matt. You know the travel budget one... is there any way you could hook this up on Google Drive, so every day I send an email/complete a form and it adds a row to the spreadsheet automatically, rather than me needing to open the spreadsheet each day? This would be a pretty nifty hack for me...

  11. Richard
    October 25, 2014 at 11:58 am

    Hey Matthew, I don't know if you create these spreadsheets or if you have just found them? I assume that you've made them yourself. I'm based in London (UK) and I create custom spreadsheets for a living. I also have some free spreadsheets.

    I hope that I am not in direct competition to you, if so, please delete this comment. I'm not trying to steal your thunder here, just trying to offer the folks some other free spreadsheets.


    • Matthew Hughes
      October 26, 2014 at 3:18 pm

      Hey Richard,

      Thanks for your comment! It's really valued.

      I didn't create them myself. I actually just got them from Vertex42. Great site!

      Matt Hughes

  12. JT
    October 24, 2014 at 6:44 am

    Classy move on your part.. even if it may not be true.

  13. Mark
    October 23, 2014 at 10:13 pm

    Oh dear! I really meant for my initial comment to be taken light-heartedly...since comments on spelling are--frankly--annoying! I'm glad you all seem to have a sense of humor about the whole thing... Refreshing! Take care all... Mark

    • Matthew Hughes
      October 24, 2014 at 9:54 am

      Heh, it was. Thanks for your comment Mark. You rock. :)

  14. Thom Keach
    October 22, 2014 at 2:26 pm

    Really appreciate all these free spreadsheets. Thanks for giving them to us!

    • Matthew Hughes
      October 23, 2014 at 9:44 pm

      No worries Thom. Thanks for your comment!

  15. Joe
    October 21, 2014 at 6:20 pm

    Nice to get off topic sometimes with a bit of humorous stoush is great LOL. Please don't knock any of my spelling. And by the way I'm Australian and sympathetic to both ways of spelling. Have a good one all. Oh in regards to the spam check before posting my comment - I had some trouble so I hope this gets through :)

    • Matthew Hughes
      October 23, 2014 at 9:45 pm

      It went through. Thanks for your comment, Joe!

  16. Laura Warren
    October 21, 2014 at 5:48 pm

    Thank you for these!!

    • Matthew Hughes
      October 23, 2014 at 9:46 pm

      You're welcome! Thanks for visiting, Laura!

  17. Ron Ablang
    October 21, 2014 at 12:41 pm

    I like 2:
    1. Checkbook Register
    2. Home Inventory (could be useful for homeowner's insurance in case you get robbed).

    • Matthew Hughes
      October 23, 2014 at 9:44 pm

      Cool! Thanks for your comment Ron!

  18. Scott Hedrick
    October 21, 2014 at 11:43 am

    This is one way in which Americans protect the environment more than other folks with British backgrounds. By cutting out the "u" in so many words, colour, for example, and shortening other words, such as aluminium and cheque, we use less paper and ink. So, we make the world a better place because of our spelling. 'Merica!

    • Matthew Hughes
      October 23, 2014 at 9:46 pm

      And we love you for it, Scott! Thanks for your comment!

  19. Greg Styles
    October 21, 2014 at 9:31 am

    Oops colour instead of color. Sorry.

  20. Greg Styles
    October 21, 2014 at 9:30 am

    As an Australian ( settled by the British over 200 years ago we tend to use the British s instead of z in customise, rationalise , organise etc. And colour instead of colour. And Z is pronounced zed instead of zee which always amused me greatly when watching American tv. I would love to know how and when these got changed. And that dot at the end of the sentence is a "full stop" not a "*period"! Wow this is way off topic but interesting anyway !

    • Matthew Hughes
      October 23, 2014 at 9:43 pm

      Aye, Australian English is a funny one. But you lot invented pavlova, so I'll let you off, I guess. ;)

      Thanks for your comment!

  21. Trebuchette
    October 19, 2014 at 6:17 pm

    I'm American and often use British spellings, depending on the audience with whom I'm conversing. But to be honest, it often crosses over. I like "colour" better than "color", for example. Most often, I'll use the 's' instead of the 'z'. And thank God I'm not corrected on it often because this is the internet and nobody really knows from whence you hail (ahem, "where you come from").


    • Matthew Hughes
      October 23, 2014 at 9:43 pm

      Thanks Trebuchette! I actually ended up changing the title to the US spelling. I write in American English anyway, and inconsistency really grinds my gears. ;)

      Appreciate the comment!

  22. mark
    October 17, 2014 at 12:45 am

    Not normally concerned with spelling errors...but in a headline???

    OrganiZe...with a Z. ;)

    • Matthew Hughes
      October 17, 2014 at 2:30 pm

      Organise is the British spelling. Organize is the American spelling.

      But you're right. Ize would be preferred. ;) This kind of thing happens when you've got a staff with a mix of English and American English writers . ;)

    • Anonymous
      October 20, 2014 at 10:08 pm

      British spelling can't excuse 'hotch-potch' for 'hodge-podge'!!

    • Craig
      October 22, 2014 at 4:44 pm

      Give it a rest!

      Thank you for the collection of templates. I won't use all of them (no one would be expected to find every one of them useful), but I certainly appreciate the article and collection of spreadsheets, regardless of the dialect used by the writer! Sorry for my fellow Yanks being too busy being prissy to be appreciative!

    • Matthew Hughes
      October 23, 2014 at 9:42 pm

      Heh, thanks Craig, and thanks Mark for stirring a lively debate. I actually acquiesced and changed the title to the American spelling. Just because I write in American English, and consistency is good, mmkay?

  23. Katie
    October 16, 2014 at 11:54 pm

    Yes! I love spreadsheets - for personal use, at least :) Thanks for these, Matt!

    • Matthew Hughes
      October 19, 2014 at 6:25 pm

      Thanks Katie!

  24. matovu
    October 16, 2014 at 7:20 pm

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