These templates are standard .xlsx files built with ordinary formulas: no macros, no add-ins and nothing to enable. That is why they open the same way in Excel, Google Sheets, LibreOffice and Numbers.
Each one comes with example rows, clear input cells and a How to use tab. Inputs are separated from calculations, so you type the figures you know and the totals, statuses and charts update on their own.
Use the topic pages if you know the job you need to do, or browse the full list below.
Templates
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Annual Budget Template for Excel
This annual budget template for Excel lays out twelve months of planned income and spending by category on one sheet. Monthly and…
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Cash Flow Forecast Template
This cash flow template forecasts twelve months of money coming in and going out. Each month’s closing balance becomes the next month’s…
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Content Calendar Template
This content calendar template keeps every piece of content in one list with its publish date, channel, format, owner and status. It…
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Due Diligence Checklist for Buying a Website or SaaS
This due diligence checklist covers what to verify before buying a website, newsletter, SaaS or app: financials, traffic, audience, product, legal, operations…
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Employee Schedule Template
This weekly employee schedule template lets you plan shifts with a start and end time for each person and each day. Hours…
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Expense Tracker Template
This free expense tracker template gives you one place to log every purchase with its date, category and payment method. Totals by…
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Financial Model Template: 5-Year Projection
This financial model template projects five years of customers, revenue, gross profit, operating profit, net profit and cash from a single Assumptions…
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Free Budget Template for Google Sheets
This free budget template for Google Sheets lets you plan each month’s income and spending, record what actually happened and see the…
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Gantt Chart Template for Excel
This Gantt chart template for Excel draws the timeline for you: enter each task’s start date and duration and the bar appears…
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Inventory Tracker Template for Excel
This inventory tracker template for Excel keeps stock on hand, unit cost and stock value for every item in one sheet. When…
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Invoice Template for Excel and Google Sheets
This free invoice template calculates everything for you: each line amount, the subtotal, discount, tax and the total due. The due date…
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KPI Dashboard Template
This KPI dashboard template tracks up to ten metrics against a monthly target. Enter each month’s result and the sheet calculates year-to-date…
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Project Tracker Template for Excel
This project tracker template for Excel lists every task with its owner, status, priority, dates and percentage done. Days left count down…
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Simple CRM Template for Google Sheets
This simple CRM template for Google Sheets tracks contacts and deals with their stage, value, last contact, next step and follow-up date.…
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To-Do List Template
This free to-do list template keeps all your tasks in one sortable list with priority, due date, status and category. Overdue dates…
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Weekly Timesheet Template for Excel
This weekly timesheet template for Excel records time in, time out and break minutes for each day. Hours worked, regular and overtime…
Questions
Do they need a specific Excel version?
No. They use standard functions that work in Excel 2016 and later, Excel for the web and Excel for Mac.
Will they work in Google Sheets?
Yes. Upload the file to Google Drive and open it with Google Sheets; formulas and formatting carry over.
Do they contain macros?
No. None of our templates use macros or external connections.