Finance Productivity

An Excel Template for Every Occasion

Gavin Phillips 15-05-2015

Getting the best out of Excel can sometimes be daunting. Known for its functions, formulas, and data analysis capacities How to Create a Pivot Table for Data Analysis in Microsoft Excel The pivot table is one of the single most powerful tools in Microsoft Excel. Learn how to use the pivot table for data analysis. Read More , it might leave you wondering how you can use Excel as a practical productivity tool in your life, without the steep learning curve.


You can streamline your organization skills using the massive range of Excel templates: money, budgeting, payslips, project management, and much more can be efficiently managed, freeing up time for…well, more awesome things 7 Fun & Weird Things You Can Create With Microsoft Excel Imagine Excel was fun! Excel offers plenty of scope for projects that go beyond its intended use. The only limit is your imagination. Here are the most creative examples of how people are using Excel. Read More .

You can download well balanced, auto-updating Excel templates that you, or anyone you share your work with, can use straight away. It’ll be EXCEL-LENT!

Budget Templates

I’ve included a few budget templates 15 Excel Spreadsheet Templates for Managing Your Finances Always keep track of your financial health. These free Excel spreadsheet templates are the tools you need to manage your money. Read More as they come in numerous flavors. I’m still relatively new to budgeting. Having been quite the carefree student, I suddenly found myself a family-man, so learning to account for each penny quickly became a must. I have some of these Excel budget templates to thank.

Family Budget Planner

I went from party-animal student, to student with partner-expecting-child, to terrified-student-father in a matter of months (let’s assume it was 9…). This little template helped me no end, and it’ll certainly help you, too. It’s thorough, well planned, and has a number of savings and planning functions.

Family Budget Planner Excel


It isn’t limited to Excel either. Once downloaded, this template works perfectly well in Open Office, LibreOffice, and Google Sheets 6 Light Alternatives to Open Office and PDF Files Don't clog your system down with superfluous bulk. For the occasional viewing of PDF and Office files, you can use compact apps and you might not need any additional software at all. Read More – all perfect for really squeezing that budget, if propriety software has its own column.

Money Management

A big part of understanding your budget is effective money management: where it’s coming from, where it’s going, your debtors, your creditors, and everything else you can think of. When you have so many different sources coming into and out of multiple checking accounts, plus a mortgage, plus your business accounts, you can quickly lose track of incomings and outgoings. Unless you use a handy spreadsheet like this:

Money Management Excel

Event Budget

I’m planning my wedding at this very moment. Huhrah /s. At the moment, the immense excitement is being seriously overawed by the minute finance management my partner and I seem to spend most of our waking time talking about. We’ve kept right on top of things using a dedicated Event Budget planner – and so far it’s helped us come in way under-budget.


Event Budget Excel

We’ve used it for our wedding planning, but you can use it for your fundraiser, your social event, or if you’re throwing a big ol’ shindig.

Fundraiser Thermometer Template

Visualizing your progress toward a finance goal can provide the extra impetus to get you over the line – and further! Some people are just visually inspired, whilst others find visualizing a numerical amount Visualize Your Data & Make Your Spreadsheets User Friendly With An Excel Dashboard Sometimes, a simple spreadsheet format isn't engaging enough to make your data accessible. A dashboard allows you to present your most important data in an easy-to-digest format. Read More makes it easier to interpret. Give this one a look:

Fundraiser Thermo Excel


It isn’t the flashiest, but you can add On Track Targets, calculate donations for specific period, or donations for a single day.

Maintenance Schedule Template

Home ownership comes with many additional tasks, aside from the massive repayments. You can no longer call your landlady and cry down the phone because the gas boiler is broken and you really, really wanted a hot bath.

Home Maint Excel

No, you’ll need to keep up with regular home maintenance or else it’ll literally start falling apart. Keep abreast of what needs doing, and when, with a handy home maintenance template. In this case, I’ve used an inbuilt Excel template as it has everything I need, but you can search for ones that suit your home repair schedule.


Database Template

Much like the budget templates, I’ve included a few database templates as they come in so many flavors. You might have to try a few before you find one that fits your data processing requirements Excel Vs. Access - Can a Spreadsheet Replace a Database? Which tool should you use to manage data? Access and Excel both feature data filtering, collation and querying. We'll show you which one is best suited for your needs. Read More , be that home or business use.


You can use Excel as an effective CRM system for your business. Streamline communications with existing and potential clientele to gain a competitive edge, using a free template. As they say, take care of the little things, and the big things will take care of themselves.

CRM Excel

Inventory Management

Running a small business – or a large one – requires organization. If you’ve a warehouse full of stock, you need to keep track of each coming and going, ensuring that each day your database is updated. It doesn’t take Warren Buffet to understand stock management. This is an inbuilt Excel template, but there are plenty more available across the web.

Warehouse Inventory Excel

Payroll Management

Managing your employees is essential – they’d be mighty disappointed if they realized all of their financials were written on a napkin, stashed underneath that snazzy Home Depot paperweight. Use a preformatted template to keep track of your employees – their total and hourly rates, their SS numbers, their over-time status, and 401(K) contributions.

Payroll Management Excel

Planning Templates

Are you a project manager? Or builder? Or simply work in an office, with deadlines? Let’s go further: do you actively plan aspects of your live to ensure there aren’t any massive blips? You’ll love these Excel planning templates.

Gantt Chart

A Gantt Chart template is essential for any project you are tasked with managing 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 . Ever tried managing without one? I cannot fathom how you succeeded, if indeed you did. Gantt Charts are another excellent time visualization tool, helping you plan each aspect of your project in correlation. Use one – I guarantee it will help.

Gantt Chart Excel

The best part is the automation. Add a detail, or edit the timeline, and your template will automatically update each correlating detail.

Continuous Monthly Calendar

I’ve only just started using a continuous monthly calendar, but it has quickly made a few differences to my work flow. Along with the budgeting, getting to grips with a real-life work flow following the many years of university was a challenge, but something I’ve steadily improved on over the years. Little tools like this can make all the difference if you’ve several different sources of work running concurrently, with smatterings of deadlines along with more work appearing.

Calendar Excel

Weekly, Bi-Weekly and Monthly Timesheets

Keep abreast of your hours worked. Even if you have a login system in the workplace, you should be tracking your hours. If there are any discrepancies or shortcomings in your paycheck, you’ve tracked each and every hour worked. It also helps you plan your incomings and outgoings a little better, and understand the value in time.

Bi-Weekly Payslip

Other Planning Templates

It isn’t always about business 10 Excel Templates To Track Your Health and Fitness Read More . The inbuilt Excel templates feature gardening schedules for the green fingered Plan Your Garden For The New Year With These Great Websites And Apps For those of us lucky enough to not live in the middle of the city or to have a little land to call our own, the garden is often the most neglected part of the... Read More , family meal planning for the waste conscious, and detailed family travel itineraries for those efficient fun-having parents. Scroll through the Excel template repository, or search using “Planning” to bring up a number of relevant results.

Plant Inventory Excel

Excel Template Sources

If you want to continue your productivity drive, check out these Excel template sources:

Once you start managing more of your life with Excel templates, you’ll have so much time for other activities, you’ll have to design a new template to keep track of your new-found time-wealth. And hopefully some monetary wealth, too.

Do you use templates? What’s your favorite time-saver? Are you a meticulous planner? Let us know below!

Related topics: Microsoft Excel, Office Templates, Spreadsheet.

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  1. Anonymous
    October 19, 2015 at 5:07 am

    Thanks Gavin. I found a better one for Gantt Charts -

  2. Shawn
    May 16, 2015 at 3:34 am

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    • random observer
      May 18, 2015 at 11:31 pm

      Channelling the spirit of Leonardo da Vinci are we?

    • dwynath
      May 18, 2015 at 11:43 pm

      Just having fun here?

    • Gavin
      May 19, 2015 at 7:50 am

      Do you have a template for reverse writing, too?

    • Dominick B
      May 19, 2015 at 3:54 pm


  3. ReadandShare
    May 15, 2015 at 3:06 pm

    Thank you! One thing... I can't seem to find the link to your "Maintenance Schedule Template"??

    • Shawn
      May 15, 2015 at 7:44 pm

      That is a template provided directly by Microsoft. If you have Office 365 or Excel 2013 you can search it under the template Screen upon opening Excel. If you dont, you can find it and download it from

    • ReadandShare
      May 15, 2015 at 8:39 pm

      Thanks, Shawn.

    • Gavin
      May 19, 2015 at 7:49 am

      Indeed. Thanks Shawn!