10 Amazingly Useful Spreadsheet Templates to Organize Your Life

Sandy Writtenhouse Updated 24-07-2019

Is your life a mixture of missed deadlines, forgotten shopping, and reneged commitments? If so, then it’s probably time to get more organized. And where better to start than with hard numbers and figures?


For this, you might want to take advantage of the many useful Excel spreadsheet templates available from Vertex42 that allow you to keep track of your time, belongings, projects, and money.

Here are the best Microsoft Excel templates to organize your life.

1. Excel Money Management Template

Money Management Transactions Excel 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.

The template allows you to create a budget to handle all your income and expenses for multiple accounts in a single workbook. You have sheets for budget, accounts, transactions, goals, and weekly, for a complete package. This will let you track your spending habits and plan for unexpected costs.


2. To-Do List

To-Do List Excel Template

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 like Todoist, Wunderlist, and TickTick.

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.

3. Medication List

Medication List Excel Template


Do you have any long-term health problems? If you’re on a number of medications, you may find it challenging to organize what you take, how much, and when you take them.

Thankfully, medical spreadsheet templates can reduce the stress of managing your medications and this one is ideal. 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 it, when you should stop taking it, what the pills look like, or anything else you notice while taking your medication.

4. Travel Budget Worksheet

Travel Budget Excel Template

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, plus 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 whether you’re visiting the next state or 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.

5. Checkbook Register

Checkbook Register Excel Template

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?


6. Home Inventory Checklist

Home Inventory CheckList Excel Template

If you’re moving to a new 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, 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, and condition along with serial and model numbers. You can also expand the list with anything else you’d like to inventory.

7. Meal Planner

Meal Planner Excel Template

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. Add dishes for each meal that includes sides and include foods you snack on. You can check meals from a dropdown menu and the spreadsheet will automatically compile your grocery list.

8. Project Schedule Template

Project Schedule Excel 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. Enter the start date of your project and the dates in the sheet will automatically update. You can work with either the week or month templates or use both for different projects.

If you appreciate this template and have more projects on the way, you might also have a look these other Excel templates for project management 10 Powerful Excel Project Management Templates for Tracking Free project management templates are the best. Get these key Microsoft Excel spreadsheet templates for tracking any project. Read More .

9. Yearly Planner Calendar

Yearly Planning Calendar Excel Template

Got a busy year ahead? The Yearly Planner Calendar spreadsheet template allows you to visualize your schedule for months to come, while sticking to a single page.

There are two tabs containing portrait and landscape views, plus there’s even room for notes.

10. Continuous Monthly Calendar

Continuous Monthly Calendar Excel Template

The Continuous Monthly Calendar template 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 year, month, and day, and it will populate the cells for you.

You might also want to try one of these sites to create a free custom and printable calendar template 10+ Sites to Find the Perfect Free Printable Calendar Template All Year Long You can never have enough reminders that your most valuable personal resource is limited. Our selection of printable weekly, monthly, and yearly calendars will help you manage your time wisely. Read More .

Organize Your Life With Google Docs Next

These useful Microsoft Office templates only scratch the surface of how you can use “life spreadsheets” to get everything in order. There are tracking spreadsheets for your health and fitness goals, time management spreadsheets for helping you in the office, and cool spreadsheets for planning events.

Plus, it doesn’t stop with Microsoft Excel. Check out these Google Docs templates to organize your life 24 Google Docs Templates That Will Make Your Life Easier These time-saving Google Docs templates will help you finish your documents instead of struggling to put them together. Read More  for even more option spreadsheet ideas.

Related topics: Microsoft Excel, Money Management, Office Templates, Planning Tool, Time Management.

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  1. Bill Kandel
    April 7, 2020 at 3:43 am


  2. Uzairkz
    July 27, 2019 at 5:31 pm


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

    awesome, thanks a lot!

  4. 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?

  5. 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.

  6. 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,

  7. 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?

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


  9. 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

    • Anonymous
      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.

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

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

  11. 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.

  12. 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...

  13. 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

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

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

  15. 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. :)

  16. 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!

  17. 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!

  18. 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!

  19. 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!

  20. 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!

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

    Oops colour instead of color. Sorry.

  22. 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!

  23. 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!

  24. 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?

  25. 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!

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