Excel Templates

Organizational Chart Template

See examples of different types of Organizational Charts for companies, corporations, nonprofit organizations, and schools. Download an Organizational Chart Template for Excel 2007.

Profit and Loss Projection

This spreadsheet is a 3-year Profit and Loss projection. It is used to estimate your future income and business expenses to aid in business planning and budgeting.

Business Budgeting

The new Business Budget template provides two sample business budget spreadsheets for (1) service providers and (2) companies producing and selling goods.

The new Photo Calendar template lets you create and print a calendar using photos and pictures that you insert.

You can fully customize the calendars, adding events, clipart, etc.

This template was designed for printing the photo calendar on 8 1/2" x 11" paper in portrait orientation. Instructions are given on the download page for how to print a mini folding wall calendar.

Attendance Record

I originally created this Attendance Record to track attendance for Scouting activities, but it is general enough to be used for meetings, clubs, church attendance, Sunday school attendance, and even school attendance, although I have other templates specifically for daily school attendance tracking.

Sign Up Sheets

These printable Sign Up Sheet templates can be used for collecting information for volunteer sign ups, club sign ups, potlucks, and other events or activities.

Workout Log

This Workout Log template helps you track your strength training progress. It lets you track 5 days on a single page. Record the number of sets and reps and the weight for your lifting exercises. Track your weight, hours of sleep, and daily calories ... more info

Exercise Log

This Exercise Log helps you track your fitness and strength training progress. It includes a worksheet for listing 2 days per page and one for listing 3 days per page. List the exercises and then record the number of sets/reps for the weight lifted, or the time/distance and heart rate for cardiovascular activities ... more info

Workout Chart | Weight Lifting Chart

This Workout Chart template can help you structure your personal weight lifting program. List exercises for warm up, core body strength training, upper body strength training, lower body strength training, and cool down. The workbook also includes a worksheet for calculating your 1RM (One Rep Max) based on multiple reps to failure (rather than 'maxing out').

Exercise Chart Template

Create a weekly personal fitness plan with this Exercise Chart template. Schedule both strength training and cadio exercises. Record sets/reps and weight, time/distance and target heart rate, intensity levels, and notes.

Simple Loan Calculator

This simple Loan Calculator is meant as an educational tool to see examples of how to use various financial functions in Excel, including the PMT, PV, RATE, and NPER functions.

... more financial calculators

Sales Invoice

This Sales Invoice template is designed for small businesses that sell and ship multiple products. The invoice has columns for the item #, quantity, and unit price.

Other Invoices and related templates.

Service Invoice

This Service Invoice template is designed for small service-oriented businesses like lawyers, accountants, graphic designers, web developers, etc. who work either hourly rates or on a project basis.

Other Invoices and related templates.

Free Sign In Sheet

These 5 different Sign In Sheets and Templates include a (1) Meeting Sign In Sheet for collecting info from attendees, (2) Visitor Sign In / Sign Out for schools, museums, open houses, (3) Patient sign in sheet with appointment and arrival times, (4) Course sign in sheet for recording attendance at a seminar, workshop, or class, (5) Generic sign in form for all other occasions.

Pareto Chart

This new Pareto Chart Template helps you perform a quick pareto analysis without having to manually create the chart. Creating your own can be time consuming and tricky if you don't know how to work with a secondary axis. This pareto chart template highlights the most significant items and the placement of the labels makes it possible to have descriptive labels without messing up the size of the chart.

Purchase Order

This Purchase Order template is perfect for businesses that need to order parts, equipment, and inventory from vendors that request a purchase order.

Employee Vacation Accrual

This Employee Vacation Accrual template lets you track your vacation, sick leave, and personal leave usage. Find out how much vacation you will have accrued after a number of pay periods, what your current balance is, etc.

Class Schedule

This Class Schedule template is designed to help students plan their week. It is especially useful during course registration, to help avoid overlapping classes and fitting in a work schedule.

The spreadsheet has two worksheets ... one with time intervals of 15 minutes and the other with time intervals of 30 minutes.

Mortgage Payment Calculator

This free Mortgage Payment Calculator is for comparing various fixed-rate mortgages side-by-side. It can be used for both US (monthly compounding) and Canadian (semi-annual compounding) mortgages and also allows you to enter extra monthly payments.

Break-Even Calculator

This new Break Even Analysis spreadsheet is helpful for analyzing the financial viability of a new venture or product. It calculates the break-even sales (number of sales required to break even), the break-even price, or the payback period. Each scenario is a separate worksheet within the workbook. The download page also includes detailed information about the formulas used to calculate the break-even point.

An Example: If the total fixed costs for the development and advertising of an iPhone application are $5,000 and the variable costs are 30%/unit and the sale price is $1.99, to break-even after 1 year would require about 300 sales per month (or about 10 per day).

Printable Monthly Planner

This Monthly Planner Template is great for printing letter-size planner pages for a 3-ring binder. It is more than just a calendar. It includes a To-Do list and sections for monthly Goals and Notes. Unlike many of my other calendar templates, this one allows you to copy the worksheet so that you can have multiple months within the same workbook, which is nice if you are using this for planning rather than just printing a blank planner page.

Meal Planner Template

This Weekly Meal Planner template lets you create your own list of main dishes, side dishes, breakfast and lunch meals. These lists appear as drop-down lists within the meal planner, making it easy to quickly select meals for the week.

The Monthly Menu Planner template also lets you customize lists, and can be useful for longer-term planning. It only includes space for one meal per day - mostly likely dinner. However, it could also be used for a school lunch menu.

The screenshot below shows how the meals can be selected from the drop-down list. However, you aren't required to use an item for the list. You can type whatever you want into the cell.

The templates come with a sample list already created, which you can modify. If you have suggestions for other items to include in the list, you are welcome to post a comment below.

Weekly Planner

This weekly planner spreadsheet lets you print a letter-size planner page that will fit common 3-ring binders. You can enter yearly events like birthdays and holidays and it will automatically add them to the planner (up to 3 events/holidays per day).

I've also created a couple printable weekly planners that you can download from this page in PDF format. One is based on the Excel version of the weekly planner, and the other is a very basic planner page without any bells and whistles.

Personal Budget

This Personal Budget Template let's you plan your budget for an entire year. My article How to Make a Budget explains how to use this budget template to keep track of expenses from month-to-month so that you can figure out an average for each expense category.

I use this type of budget spreadsheet because it lets me include annual or semi-annual payments during the specific months that they occur, as well as special times of the year like back-to-school shopping, Christmas, birthdays, etc. It's basically a personal 12-month projected cash flow and is very useful for planning for future large purchases or major events (like moving, marrying, kids, school, etc.)

BMI Chart Template

This BMI Chart was created in Excel using similar techniques as the Ideal Weight Chart. The spreadsheet also includes a BMI Calculator.

Net Worth Calculator

This Net Worth Calculator is a spreadsheet template that I created while I was working on creating some other financial statements. It helps you calculate your personal net worth by providing a ready-to-use list of asset and liability categories.

Billing Statement for Invoice Tracking

I created this a billing statement template specifically for tracking invoices. It's designed using the same theme as my other invoice and purchase order templates. If you have less than 20 or so customers or tenants, you can keep track of the billing statements by having a separate billing statement worksheet for each customer in a single workbook. It can also double as an accounts receivable ledger.

Expense Tracking and Budget Tracking

Based on a request from a user, I created this expense tracker, which lets you record transactions and allocate the charges into specific expense categories which you define. Each category is a different column, and you can copy/insert new columns as needed without too much trouble. The template includes a budget tracking chart to compare your budget to how much has been spent so far in each category. This was originally designed to keep track of home remodeling projects, but has many other uses, as well.

Weight Loss Chart Template

To go along with my recent Exercise and Fitness theme, I've created a new weight loss chart template for Excel, as well as a few printable weight loss logs and charts in PDF format that you can download, print, and keep handy right next to your scale (at least that's what I'm doing). I've got more Exercise Charts coming ... stay tuned.

Vertex42 Templates in Office Online

Today, Vertex42 was announced as the newest partner of Office Online Templates. I submitted 8 different financial calculators for inclusion in their template gallery, which you can get to by clicking on the image below.