Excel Templates
Excel templates are great tools for boosting productivity. They allow you to do some amazing things with only a basic understanding of spreadsheets. Microsoft offers a variety of templates that you can access by opening Excel and going to File > New. For more options, check out the hundreds of professionally designed Excel templates available from Jon Wittwer and his team at Vertex42.com.
This page lists our most popular spreadsheet templates. If you are looking for solutions specifically for your business, see our Business Templates page. All of our templates were originally created for Microsoft Excel, but most of them are also available for OpenOffice.org and Google Sheets.
Featured Excel Templates
Calendars , Planners & Schedules
- Excel Calendar Template
- Yearly Calendar Template
- Monthly Calendar
- Weekly Calendar Template
- Work Schedule
- Weekly Schedule
- Shift Schedule
- Employee Schedule Template
- Rota Template
- Personal Planner
- Daily Planner
- Weekly Planner
- Monthly Planner Template
- Bullet Journaling Templates
Budgets / Personal Finance
- Income and Expense Worksheet
- Simple Budget Template
- Money Management Template
- Money Tracker for Mobile Excel
- Personal Budget
- Personal Monthly Budget
- Family Budget Planner
- Household Budget Worksheet
- Home Budget Worksheet
- Wedding Budget Template
- Account Register
- Expense Tracker
- Event Budget
- Business Budget Template
Invoice Templates
- Free Invoice Template
- Billing Invoice Template
- Invoice Tracking Template
- Simple Invoice
- Consulting Invoice
- Quote Template
- Estimate Template
- Work Order Template
- Purchase Order
- Billing Statement
- Receipt Templates
- Timesheets & HR
- Timesheet Template
- Free Time Card Calculator
- Timesheet with Breaks
- Time Log Template
- Expense Report
- Reimbursement Form
- Vacation Tracking
- Employee Leave Tracker
- Organization Chart
- Fax Cover Sheet Template
- Job Application Template
- Employee Payroll Template
- Payslip Template
- Inventory Control Template
- Home Inventory
- Gradebook Template
- Lesson Plan Template
- Class Schedule
- Class Attendance Tracking
- School Calendar Templates
- Project Management
- Gantt Chart
- Project Planner Template
- Project Budget Template
- Agile Kanban Board
- Critical Path Analysis
- Task List Template
- Project Tracking Template
- Timeline Template
- Timeline Examples
- Simple Project Schedule
- Work Breakdown Structure Template
- Construction Schedule Template
- SWOT Analysis Template
- Urgent Important Matrix
- Mortgage Calculators
- Amortization Schedule
- Amortization Table
Personal Finance Calculators
- Debt Reduction Snowball Calculator
- Annuity Payment Calculator
- Retirement Calculator
- Financial Statements
- Startup Costs
- Balance Sheet
- Income Statement
- Cash Flow Statement
- Petty Cash Form
- Profit and Loss Statement
- Rental Property Cash Flow
- Personal Financial Statement
- Business Plan Template
Exercise / Health
- Weight Loss Log
- Weight Loss Chart
- Food Diary Template
- Meal Planner
- Blood Sugar Level Chart
- Blood Pressure Chart & Log
Lists and Checklists
- To Do Lists
- House Cleaning Checklist
- Wedding Checklist Template
- Grocery List Template
- Gift Certificate Tracking Log
- Sign In Sheet
- Sign Up Sheet
- Attendance Record
- Class Attendance Template
- Data Analysis
- Control Chart
- Cause and Effect Diagram
- Pareto Chart Template
- Waterfall Chart Template
- Home and Family
- Chore Chart Template
- Vehicle Maintenance Log
- Tournament Bracket Templates
- Reward Chart Templates
- Family Tree Template
- Gas Mileage Log & Calculator
Other Places to Find Free Excel Templates and Other Spreadsheet Templates
- Microsoft Office Template Gallery
- Google Templates
- OpenOffice.org Template Gallery
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- Budget Templates
- Business Templates
- Debt Payoff
- Financial Calculators
- Health Charts & Logs
- Lists / Checklists
- Loan Calculators
- Savings & Retirement
- Schedules / Planners
- Timeline Templates
- Numbers Templates
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Free Excel for the web templates
You don’t have to start from scratch if you start with a free template Microsoft Create. Choose from an assortment of templates like calendars , invoices , and budget planning .
Go to Create.Microsoft.com .
Click Templates at the top of the page.
On the Templates page, click Excel .
Tip: To see more templates, under BROWSE BY CATEGORY , click the category (like Calendars) that you want to see.
Click the template you want, click Edit in Browser , sign in if prompted, and then click Continue .
Tip: If you don’t like the name of the template (usually Book 1), click the name in the Excel for the web title bar at the top of the page and type a different name.
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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..
Project Timeline Template
Create detailed monthly or quarterly schedules, identify important project milestones, and track progress to ensure timely completion with this project timeline template. Mark off important changes or roadblocks that arise to keep everyone aware of project progress.
Download the Excel Template
Use the FREE Smartsheet Template
Gantt Chart Template
View project tasks on a visual timeline to ensure your projects stay on track with this Gantt chart template. Identify dependencies, track start and end dates, and assess how your project is progressing, all with this customizable template that you can easily share with key stakeholders
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.
Download Expense Report Template
Create an Expense Report in Smartsheet
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.
Download To-Do List Template
Create a To-Do List in Smartsheet
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.
Download Inventory Management Template
Create an Inventory Management Template in Smartsheet
Free Smartsheet Templates
Smartsheet has hundreds of pre-built, customizable templates infused with best practices to help you save time creating solutions that will improve your work processes.
Get free Smartsheet templates
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.
Download Excel
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.
Download Excel | Try Smartsheet
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.
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.
Download Excel | Try Smartsheet
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.
Download Excel | Try Smartsheet
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.
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.
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.
Download Excel | Try Smartsheet
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.
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.
Download Excel | Try Smartsheet
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.
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.
Download Excel | Try Smartsheet
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.
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.
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.
Excel Human Resources Templates
Payroll management template, 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Smartsheet empowers organizations to innovate and achieve results faster, securely, and at scale.
Streamlining business processes, managing workflows, and enabling cross-functional collaboration is the key to the success of your project or organization.
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Get organized with Gantt chart templates
Gantt charts give you a visual timeline of the steps in your project, and they've never been easier to put together than with these templates. with just a glance, you'll know exactly when and how things will come together, and these templates will be just the beginning of your journey to a successful, well-run project..
Let these Gantt chart templates guide your success
Let these customizable Gantt chart templates help your business see into the future. This staple of project planning just got easier to outline with templates where all you need to do is bring your parameters and yourself to get started. A Gantt chart is the ideal tool to coordinate groups of people and simultaneous goals and keep all aspects of a plan moving when they're supposed to. With these easy-to-use templates, your Gantt chart can be as colorful and as detailed as your organized heart desires. Make sure everything's going smoothly for your grand opening by know exactly what you have to do and when you have to do it. Or, add a compelling visual to a presentation by laying out the various elements of your project in a comprehensive yet comprehendible way. Dive into timelines and deliverables and let the planning stage of your project be the easy part—a Gantt chart is your business's new best friend.
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10 Powerful Excel Project Management Templates for Tracking Anything
P roject management templates are an essential tool for replicating successful projects. With Microsoft Excel's free templates, you can turn your simple spreadsheets into powerful project management tools.
In this article, you'll find some of the most useful and free Microsoft Excel project management and project tracking templates you'll want to use for your next project.
Microsoft Excel Project Timeline Templates
Let's take a look at the best Microsoft Excel project management templates.
We cover both native and third-party templates here. To find the pre-installed Excel spreadsheet templates, open Excel and search for the respective keyword from the New document screen.
If you're already in Excel, go to File > New to bring up the template search. Check the Managing Microsoft Excel Templates section below for more details.
Excel comes with several timelines and Gantt chart templates provided by Microsoft, but it also integrates templates from Vertex42, one of the most popular third-party resources for spreadsheets.
1. Work Plan Timeline
The Work Plan Timeline template is suitable for a basic project with multiple phases. When you enter your data into the worksheet, the roadmap will update automatically. This template comes pre-installed in Microsoft Excel 2016 and up.
2. Date Tracking Gantt Chart
Gantt charts are a staple in every project manager's toolset. They help you visualize the flow of your tasks and track progress.
With this template, you can create a comprehensive Gantt chart with minimal effort. Just enter each task, complete with a description, who it's assigned to, a percentage to indicate progress, a start date, and allocated days until completion. This template is a Microsoft Excel default.
3. Milestone and Task Project Timeline
If you want to integrate milestones into a basic timeline, this template provided by Vertex42 is ideal. It combines the best elements of a Gantt chart, i.e. the visualization of the task flow, with milestones hovering above the timeline.
Just fill in the respective tables to populate the visual. You can find this template by searching in Excel.
Excel Project Plan Templates
A project plan is a document that may require Excel charts, but is otherwise composed in Microsoft Word. For basic projects, however, you may get away with only a Microsoft Excel document.
4. Simple Gantt Chart
When you search Excel's template repository for project plan templates, you'll mainly find different Gantt chart variations, including this Simple Gantt Chart from Vertex42. What sets it apart from the Gantt chart above is the inclusion of project phases. This template is included in Microsoft Excel.
5. Event Planner Template
A project plan really isn't something you typically put together in Excel. However, if you are planning a small project, like a party, you just need a one-page template that lists the essential tasks and lets you define a schedule and a budget. This template from Office Templates Online is a great start.
Excel Project Tracker Template
A search for a tracker will bring up a wild mix of personal and business-related Excel spreadsheet templates for tracking. However, you can narrow down your search by selecting categories that relate to the project management task you're dealing with.
6. Activity-Based Cost Tracker
This tracking template can help you get an overview of direct, indirect, and general and administrative product costs.
7. Project Tracking Template
This Vertex42 template is essential if you are handling multiple different clients, projects, and/or deliverables. It combines project details, expenses, task statuses, and due dates.
Business Plan Templates
Microsoft Excel 2016 had its own category for business plans. You could search for the keyword business and select the Business Plans category on the right.
In Excel 2019 and onwards, you can perform either query, but the latter misses some templates, while the former might be overwhelming. We recommend looking into the following.
Business Plan Checklist
Creating a business plan can be a complex project in and of itself. This checklist will help you cover all your bases by guiding you through the process using a SWOT (strengths, weaknesses, opportunities, threats) analysis.
Note that you'll find two similar templates in Excel, but they're both identical SWOT analysis checklists, differing only in their formatting.
Startup Expenses
This template is a great starting point for a budding business owner who needs some help with projecting the costs of their endeavor. The template will guide you through the most common assets and services your new business might require.
Once you've filled in all the potential expenses, you'll have a much better idea of how much funding you'll need to raise to get your business up and running. For more business plan templates , take a look at our dedicated article.
Search for Online Templates
Couldn't find the exact project management template you need in Excel? Turn to a third-party online resource for a wide selection of Excel spreadsheet templates. We recommend the following sites.
This website has a few great project management templates for Microsoft Office 2003 and up. The site notes that its templates are mostly related to project scheduling. Anything more complicated might require Microsoft Project or other project management software.
On the page dedicated to project management , you'll find a list of useful material, including, but not limited to, the following:
- Project Budgeting
- Critical Path Method
Each page contains a quick rundown of what the template does, one or more templates, and further tips and tricks for the respective project management tool. It's a great resource for budding project managers.
TidyForm has a respectable selection of Microsoft Excel project management templates. The most popular categories are listed on the homepage. If you can't immediately spot what you need, switch to the Business section or try the search feature.
When you scroll to the bottom of a section, you'll see a list of popular categories and related categories. This can be helpful when trying to find just the right template. We recommend the following pages:
- Project Budget
- Project Proposal
- Work Breakdown Structure
Still looking for the perfect template? You might have to create custom Excel templates to get exactly what you want.
Managing Microsoft Excel Templates
First, let's see what templates you already have installed in Microsoft Excel. For the purpose of this demonstration, we've used Excel 2019, but the procedure is similar in Microsoft Office 2013 and Office 2016.
Default Templates
When you start up Microsoft Excel, the first window you see will contain a search field for online templates. When you're starting from an existing workbook, go to File > New to arrive at the same view.
Microsoft Excel comes with a selection of pre-installed templates. They are listed underneath the search field. You can pin your favorite ones by clicking the respective symbol in the bottom right of the listing.
Search Online for More Project Templates (Excel 2016)
Searching for the type of template you need is the fastest way to locate it. For example, if you search for the term "project," you may also see template categories listed next to the templates that match your search. The category feature no longer appears in Excel 2019.
Narrow Down Your Search (Excel 2016)
A neat feature is that you can narrow down your search by selecting multiple categories. This helps you exclude templates that may match your keyword, but not your desired category. On the downside, you may find that the perfect template is not available in Microsoft Excel.
Preview & Create Your Template
When you click a template, you'll see a preview with a brief description of what the template provides. You can also pin the template from its preview; the symbol sits in the top right.
To download and use a template, click the Create button, which will open a new Microsoft Excel workbook with the template pre-filled.
Template Ready, Set, Go
Now that you have all the project management templates you could ever need, maybe you're interested in additional tools, tips, and tricks. For example, you could build a custom interactive Excel dashboard to manage data within your projects. The possibilities are endless.
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2. Gantt Chart template. Take your project timeline a step further by using this Gantt Chart free Excel template. This gives you a timeline with a bit more detail. You can mark and see at a glance the start and end times of your project, plus all those important milestones to reach until it's complete.
You don't need to be an expert in design or Excel. Here's how: 1. Find the perfect Excel template. Search spreadsheets by type or topic, or take a look around by browsing the catalog. Select the template that fits you best, whether it's a planner, tracker, calendar, budget, invoice, or something else. 2.
Expanding Rows For Enhanced Data Presentation. View our free and editable presentation templates for Excel or Google Sheets. These presentation spreadsheet templates are easy to modify and you can customize the design, the header, table, formulas to suit your needs. Download now to finish your work in minutes.
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Other Places to Find Free Excel Templates and Other Spreadsheet Templates. Microsoft Office Template Gallery. Google Templates. OpenOffice.org Template Gallery. Download free Microsoft Excel templates and spreadsheets, including Budget Templates, Calendar Templates, Schedule Templates, and Financial Calculators.
Premium Google Slides theme, PowerPoint template, and Canva presentation template. With this workshop you are going to give your students one of the best skills: mastering excel sheets. They are useful for almost everything: accounting, science, registers, coding… and employers love when new candidates can create a new sheet from scratch!
In your Excel file, go to Insert > Illustrations > SmartArt . In the Choose a SmartArt Graphic dialog box, select Process, pick a layout, then click OK . On your SmartArt graphic, click [Text] to edit and add data. Add items to your timeline by right-clicking on a shape, then Add Shape > Add Shape After/Before .
Free Excel for the web templates. Excel for the web. You don't have to start from scratch if you start with a free template Microsoft Create. Choose from an assortment of templates like calendars, invoices, and budget planning. Go to Create.Microsoft.com. Click Templates at the top of the page. On the Templates page, click Excel.
Free Canva presentation template. Elevate your teaching game with our vibrant and modern presentation template, specifically designed for educators. This slideshow template, adorned with pixel-style designs in shades of orange and yellow, is perfect for creating engaging tutorials on working with Excel sheets.
Also, the data presented with this template can be easily retained by the audience making it beneficial for any individual downloading it. Download Data-Driven 3D Interactive Bubble Chart PowerPoint slides. 4 Quarters Track Record Template 14. Show various combinations of data analysis with this template.
Choose from our selection of free, downloadable business templates for Microsoft Office. We're offering a roundup of Microsoft templates for Excel, Word and PowerPoint, all of which are customizable and easy to use. Organize your work schedule, manage projects and employees, streamline business processes, and create effective presentations.
Create detailed monthly or quarterly schedules, identify important project milestones, and track progress to ensure timely completion with this project timeline template. Mark off important changes or roadblocks that arise to keep everyone aware of project progress. Download the Excel Template. Use the FREE Smartsheet Template.
PowerPoint for the web. Turn your ideas into compelling presentations using professional-looking templates. Use animations, transitions, photos, and videos to tell one-of-a-kind stories. Co-author team presentations at the same time, from anywhere. Start using PowerPoint for free Learn more about PowerPoint.
Create work schedules. Assign tasks. Manage costs. Track project status. To make it easier for you, we've compiled a whole collection of free PowerPoint and Excel project management templates that you can use to create plans, organize tasks, and track overall progress visually.
Save time with free roadmap templates for Excel and PowerPoint. Roadmaps are excellent visual tools that help you articulate your business vision to your clients and executives. But as useful as they are, creating them is a long and challenging process. With our pre-built templates, you can spend less time creating your roadmap and more time ...
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Turn your ideas into compelling presentations using professional-looking templates. Use animations, transitions, photos, and videos to tell one-of-a-kind stories. Co-author team presentations at the same time, from anywhere.
A Gantt chart is the ideal tool to coordinate groups of people and simultaneous goals and keep all aspects of a plan moving when they're supposed to. With these easy-to-use templates, your Gantt chart can be as colorful and as detailed as your organized heart desires. Make sure everything's going smoothly for your grand opening by know exactly ...
Step 1: Find a suitable SWOT analysis template. The first step is to select a template that meets your analysis needs. There are multiple free templates online that you can download. They are predesigned to fulfill specific industry and business needs, so review multiple options before settling for one. Also, you can create printable templates ...
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3. Milestone and Task Project Timeline. If you want to integrate milestones into a basic timeline, this template provided by Vertex42 is ideal. It combines the best elements of a Gantt chart, i.e ...
The strategic framework template simplifies the process by allowing you to define precise objectives and track the progress of three key results associated with each objective. Using this strategic plan template, you can streamline goal management and enhance productivity. 6. General Strategic Plan Template.
Program Management Excel Template In Powerpoint And Google Slides Cpb. Slide 1 of 2. Quarterly operational excellence and continuous improvement roadmap. Slide 1 of 5. Scope template excel powerpoint presentation. Slide 1 of 2. Addressing food processing quality standards food safety excellence ppt template.