Nothing beats the time-saving awesomeness of the perfect Excel template.
Whether you’re managing a team of employees or a busy household, being able to simply plug in your data and go means your work gets done faster, your projects run smoother, and you’re the most organized person in the room.
But finding the right template can be time-consuming on its own.
Luckily, you can get started ASAP because we’ve compiled a list of 52 free Excel templates to help make your life easier today.
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Our list has you covered with template picks spanning 7 categories:
- Project management
- Money management
- Planning ahead
- Buying a house
- Personal weight loss
- Business management
- Business planning
Skip ahead to the sections you're interested in or check each one out to see what you’re missing.
Looking for more templates? Check out these free downloadable Word resume templates and PowerPoint templates.
To kick things off, let’s start with 7 project management templates your team can’t afford to go without.
Project management templates
1. Timeline template
This helps your team stay on the same page throughout the course of your project. If you don’t have time to create your own project timeline, don’t sweat it. Use this template to create one quickly.
2. Gantt Chart template
Each milestone also has a summary of what needs to be done so there’s no question as to what everyone on your team should be working on and when those deliverables are due.
For the best results, create a general timeline to look at for quick answers, such as when something is due, and your Gantt Chart to see the details of the deliverables before they’re due.
3. To-do list template
Hold your team accountable. Once you have your general timeline created and your Gantt Chart laid out, you’ll need a way to keep your team in the loop with the status of certain deliverables. This to-do list template will help you do just that.
With this template, you can add the project tasks, a status update, the priority level, a due date, who’s in charge, and any relevant notes to ensure that everyone on the team knows what’s going on.
And if any issues come up, you can use this next template.
4. Issue tracking template
This issue tracking template helps you keep a log of what went wrong, when it occurred, who handled the problem, and any relevant notes that may be helpful.
Remember, it’s better to identify the issues and document them now than it is to keep repeating the same mistakes over and over again because you failed to identify a common thread.
5. Weekly timecard template
On top of tracking issues, it’s a good idea to also record how long each step in a project is taking your team so you can price your services accordingly. This weekly timecard for projects will give you a better idea of that.
6. Project tracking template
7. KPI tracking template
In this next section, I’ll show you the best templates to help you manage your money.
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Money management
8. Money management template
Manage all your finances at a glance. This money management template keeps your finances organized by breaking down your spending into categories such as household, savings, and charitable donations.
9. Personal budget template
Create a personal budget. On top of managing your spending, you should also track your spending in relation to your budget to see where you can cut down. This personal budget template will make that a breeze.
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Start free trial10. Income and expense template
11. Family budget planner template
What if you’re managing more than just your own finances? For those in charge of a household, a family budget planner template can help you see an overall view of what your family spends money on throughout the year.
12. Household budget template
Once you have an idea of where your money goes as a family, you can then start using a household budget template to keep things in control and under budget.
13. College budget template
For students, there’s also this helpful college budget template that tracks where most of your funds are going. Then you’ll know what to expect and how to plan ahead each semester (for the most part).
14. Holiday spending budget template
The holidays can be a hard hit financially if you’re not careful. With lengthy wish-lists, it’s important to balance what everyone wants with what you can actually afford. This holiday spending budget helps you do that the easy way.
15. Travel budget template
16. Kids money management template
You can also teach your children how to track their allowance, savings, and spending with this helpful money management template for kids.
17. Savings goal template
If your kids (or you) have a savings goal in mind, use this free Excel template. By tracking exactly how much you save each month, you’ll have a better chance of making progress towards your goal.
18. Wedding budget template
19. Get out of debt template
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20. Portfolio management template
Up next, I’ll show you how a little planning ahead will make your life smooth sailing down the road.
Planning ahead
21. Meal plan template
22. Home remodel budget template
23. Party planning template
Parties can also increase your spending for the month. Let this party planning template make sure your party stays within your budget.
Purchasing a house is another important milestone that can quickly spiral out of your budget and control.
Fortunately, the templates in our next section will help alleviate some of the financial stress that comes with such a major purchase.
Buying a house
24. Home expense calculator template
Your first step in the home buying process, even before you go house hunting, is to see how much home you can really afford. This home expense calculator will give you the truth.
25. Mortgage calculator template
But before you decide to put in an offer on the house of your dreams, use this mortgage calculator template to see if your mortgage payments are something you can even afford.
Templates can also be helpful when you’re trying to lose or maintain your current weight. I’ll show you two great ones to use for this next.
Personal weight loss
26. Weight loss tracker template
27. Couple weight loss tracker template
To add to that, grab a partner or spouse and track both of your weight loss journeys with this weight loss template. You can motivate each other to succeed.
Up next, let’s talk about the best Excel templates for managing your business.
Business management
28. Basic invoice template
29. Service invoice template
30. Sales invoice template
31. Account statement template
32. Packing slip template
33. Price quote template
34. Purchase order template
Once your customer decides to accept your price quote, you can then create a purchase order thanks to this template.
35. Sales receipt template
36. Rent receipts template
37. Home office expense tracking template
38. Computer repair invoice template
39. Time card template
40. Weekly timesheet template
41. Weekly timesheet with breaks template
42. Free payroll calculator template
43. Proft and loss statement template
Now that you have templates for the technical aspects of operating your business, let’s go over a few to use if you’re just starting out or want to take your business to the next level.
Business planning templates
44. Competitive analysis template
45. Startup business planning template
46. Financial plan projection template
47. On-page SEO template
48. Marketing calendar template
49. Marketing editorial calendar
50. SWOT analysis template
51. Event planning template
Don’t waste time creating your own templates; use these free Excel ones instead
You’re already busy enough, why add to your stress and overflowing to-do lists?
Instead of spending countless hours creating your own templates, use one of the free Excel templates on our list and you’ll make all the messy, overwhelming parts of your life that much easier.
Whether you’re starting a business or managing your personal finances, this list of 52 Excel templates has you covered.
Ready to become an Excel ninja? We got you – no matter where you are on the skill spectrum.
Check out our Basic and Advanced Excel course and level up today!
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