32 Free Excel Spreadsheet Templates

In this article, you’ll find a variety of free, easy-to-use Excel templates in a familiar spreadsheet format, designed to help you streamline business processes and improve efficiency.

Expense Report Template

Track business travel costs for all components of travel, from accommodations and meals to transportation and entertainment, with this expense report template. Document additional expenses, travel dates, and traveler information to ensure accurate and timely reimbursement.

To-Do List Template

Stay organized and get through all of your important tasks with this to-do list template. Highlight projects, appointments, and events, and check off items as they are completed. This template can be implemented for a variety of uses, from grocery lists to project planning.

Inventory Management Template

Track inventory location, list quantities of each item, and identify order dates with this inventory management template for a variety of uses, from restaurant inventory to software tracking. Keep track of when you should reorder items, and monitor inventory levels to avoid excess or insufficient amounts.

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Excel Project Management Templates

Project Management Dashboard Template

Surface key project details, like timelines, financial status, potential risks, and unresolved issues with this comprehensive dashboard template. Visually showcase the key data that matters most to your stakeholders, and streamline the way you manage and present your projects.

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Project Budget Template

Plan and track predicted versus actual costs associated with each task and phase of your project with this budget template. Document resources, labor, and the cost of each to provide insight into variance, and ensure your project stays on budget.

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Business Plan Template

Plot your business plan on a visual timeline and gain insight into how your plan progresses throughout with this helpful template. Ensure necessary action steps are taken to reach your goals, and include it as part of your larger strategic business plan shared with stakeholders.

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Excel Business Budget Templates

Business Budget Template

List income sources and business expenses, track operating costs, and balance your budget accordingly with this comprehensive budget template. Gain an accurate picture of your weekly, monthly, and annual costs, and determine actual spend to compare against your predicted budget.

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Event Budget Template

Plan for your next event with this budget template that enables you to document and track your spend in categories, like staffing, marketing, travel, and more. Identify resource costs and plan an amount to budget for each area to keep your event on track and within budget.

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Simple Budget Template

Weigh expenses against income to gain insight into your financial overview with this simple budget template. With a basic dashboard that highlights income after expenses, this template is perfect for students, personal budgets, or simple small business budget planning.

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Excel Personal Budget Templates

Household Budget Template

Create a monthly budget for your household or shared living arrangement. Divvy up costs for each person, edit the template to include relevant expenses, and monitor savings to ensure you hit your goals. Track your budget on a weekly, monthly, or yearly basis so you can accurately plan ahead.

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Personal Budget Template

This versatile template allows you to plan and budget for important life events, like retirement, or for day-to-day expenses. View monthly spend against income and identify how you’re progressing towards short- and long-term financial goals so you can plan for the future.

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Loan Amortization Template

View your loans in a periodic view, track principle costs against accrued interest, and determine how long you have until your loan is paid off with this loan amortization schedule. Gain insight into the number of payments already made and the minimum monthly payment due.

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Excel Accounting Templates

Income Statement Template

Compare revenue versus expenses, track financial performance, and view net income over time with this income statement template (also known as a profit and loss statement). See your company’s financial performance, and share among stakeholders to highlight progress and success.

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Cash Flow Template

View incoming and outgoing cash flow both at present and over a specific timeframe, including 12- and 36-month periods, with this cash flow statement template. Compare financial activity and gain insight into personal or company growth.

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Balance Sheet Template

Gain insight into your financial status and assess your setbacks or growth with this balance sheet template. Document assets, liabilities, and equity at a certain point in time and compare against previous periods to determine financial positioning and create a plan for the future.

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Excel Sales and Marketing Templates

CRM Template

Track sales leads, assess communication efforts, and view your sales pipeline in its entirety with this CRM template. Build better customer relationships by tracking relevant details, and monitor sales activity to ensure you hit your sales and revenue goals every quarter.

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Marketing Plan Template

List marketing campaigns and associated project goals, identify target audiences, track key metrics, and budget for all costs with this comprehensive marketing plan template. View project progress on weekly, monthly, or quarterly cadences to see if you hit deadlines.

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Social Media Report Template

Track social media efforts and view metrics, like click-through rates and conversions, with this helpful template. List your KPIs and share with team members and stakeholders to gain buy in. See how successful each campaign is with a view of reported numbers against projected values.

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Resource Management

Excel Human Resources Templates

Payroll Management Template

Track sales leads, assess communication efforts, and view your sales pipeline in its entirety with this CRM template. Build better customer relationships by tracking relevant details, and monitor sales activity to ensure you hit your sales and revenue goals every quarter.

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Timecard Template with Breaks

Calculate total pay based on weekly hours worked with this timecard template. Account for breaks in the workday and enable employees to document check ins and outs to keep employers and employees accountable and ensure everyone is accurately paid for the time worked.

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Employee Performance Review Template

Use this template to conduct a thorough employee performance review at year’s end and rate employees based on work performance, previous goals, and more. Set future objectives and include additional comments about the employee to reference as you decide on potential promotions or bonuses.

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Excel Calendar and Checklist Templates

Daily Planner Template

Create your daily task list, highlight top priorities, and denote other important details in your day, like places to visit or tasks to put off for another day. Use this template for personal and professional tasks, helping you stay organized and hit all your goals.

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Monthly Calendar Template

Plan tasks and projects over the course of a single month and highlight key events taking place so you never miss a beat. With weeks set up in the traditional Sunday through Saturday format, you’ll be able to keep your monthly goals on track and view your month at-a-glance, whenever needed.

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Wedding Checklist Template

Take your wedding in stride and break down the event into manageable pieces with this checklist template, designed with weddings in mind. Track everything from decorations to food and drinks so you can plan for all the details of your wedding, and check things off as they are accomplished.

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Demand Management

Excel Business Planning Templates

Business Acquisition Worksheet

Thoroughly assess a company’s value to determine if an acquisition is appropriate with this worksheet. List all business details, from gross profit to taxable income, and share with potential buyers or appraisers to ensure you’re making the most informed decisions.

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Startup Expenses Template

View your expenses and income to ensure your business is successful with this template, designed specifically for startup businesses in mind. Create a detailed budget so you can secure a new business loan, and document funding sources to paint an accurate picture of your startup’s progress.

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Travel

Excel Travel Templates

Travel Itinerary Template

Plan, organize, and track critical travel information related to identification, accommodations, transportation, and more, with this complete itinerary template. Never get stuck without crucial travel information to ensure your personal or business trips go seamlessly.

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Mileage Tracking Template

Log gas mileage and calculate expenses related to travel with this mileage tracking sheet. Ensure you are reimbursed for the correct amount by documenting key details, like odometer readings, miles traveled, gas prices, and travel purpose.

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Projects

Excel Inventory and Billing Templates

Service Invoice Template

Document hours, rates, and totals for specific business services with this easy-to-use invoice template. Perfect for freelancers, consultants, and other hourly workers, this template allows you to itemize tasks and charge by the hour for any given project or service.

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Simple Invoice Template

Bill a company, itemize specific products or goods, list quantity and unit price, and calculate total costs with this simple invoice template. With space to list invoice numbers and customer IDs, you can easily track your invoice and mark off when bills are paid.

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Streamlining business processes, managing workflows, and enabling cross-functional collaboration is the key to the success of your project or organization. To ensure that your business reaches its goal and objectives in the most efficient way, consider using a tool that enables you to plan, manage, automate, and report on projects and processes in real-time, in one centralized location.

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