Free Excel Templates
Six spreadsheets, built to be used rather than admired. Every one is a real working file — formulas, drop-downs, conditional formatting and a summary sheet that calculates itself. Free, no sign-up, no email address, no watermark.
They open in Excel and work in Google Sheets. Each one has a full written guide explaining how it works, so you can change it rather than being stuck with my decisions.
Which one do I need?
| If you're trying to… | Use |
|---|---|
| See where your money actually went last month | Monthly Expense Tracker |
| Find out who owes you money and how late they are | Overdue Invoice Tracker |
| Know what to reorder before you run out | Inventory Sheet |
| Keep track of job applications and who's gone quiet | Job Application Tracker |
| Spot tasks slipping before the deadline arrives | Project Task Tracker |
| Turn a list of transactions into something you can present | Sales Dashboard |
The templates
1. Monthly Expense Tracker
One row per purchase, and the sheet turns it into a month-by-month breakdown of where the money went — with each category measured against its budget.
| Sheet | What it's for |
|---|---|
| Expenses | Date, description, category, amount. The only sheet you type into. |
| Summary | Every category by month, a yearly total, and how each compares to budget. |
| Categories | Your category names and monthly budgets. Editing here updates the drop-down and the summary together. |
2. Overdue Invoice Tracker
Answers the only question that matters: who owes you money, and how late are they? Overdue rows turn red on their own and the aging summary shows how much is stuck in each bracket.
| Sheet | What it's for |
|---|---|
| Invoices | One row per invoice. You fill in seven columns; Status and Days overdue calculate themselves. |
| Summary | What's open, what's overdue, how late, and which client is sitting on the most of your money. |
| Clients | Your client list. Feeds the drop-down and the per-client totals. |
3. Inventory Sheet
Most stock sheets tell you what you have. This one tells you what to buy — set a minimum level per item and anything below the line is flagged with the order quantity already worked out.
| Sheet | What it's for |
|---|---|
| Products | Code, name, cost, opening quantity and minimum level. The sheet works out the rest. |
| Movements | Every delivery and every issue, one row each. The only sheet that changes day to day. |
| Summary | How many items are fine, low or out; what needs ordering; stock value by category. |
4. Job Application Tracker
Measures silence. It counts the days since you last heard anything and tells you which applications need chasing — plus which sources actually produce interviews, rather than which produce the most applications.
| Sheet | What it's for |
|---|---|
| Applications | One row per application. You fill in six columns; Days quiet and Action calculate themselves. |
| Summary | Where everything stands, your response and interview rates, and which sources produce interviews. |
| Lists | The drop-down options, and the setting that controls when something counts as gone quiet. |
5. Project Task Tracker
Compares where a task should be by now against where it actually is, and flags the ones drifting behind — before the deadline is the thing that tells you. Includes an in-cell progress bar built without a chart.
| Sheet | What it's for |
|---|---|
| Tasks | One row per task. You fill in seven columns; Expected, the progress bar and Status calculate themselves. |
| Summary | Completion weighted by effort, a count by status, and a breakdown by phase and by owner. |
| Lists | Phases, owners, and the setting that controls how far a task may drift before it's flagged. |
6. Sales Dashboard
A month selector, headline figures, two charts and in-cell data bars — driven entirely by formulas, with no PivotTable to refresh. Built on the separation that makes any dashboard maintainable.
| Sheet | What it holds |
|---|---|
| Data | One row per transaction, one column per field. No totals, no formatting. |
| Calcs | Every SUMIFS and COUNTIFS, in small tables. Nothing anyone is meant to look at. |
| Dashboard | Tiles, tables and charts referencing Calcs. No calculations of its own. |
How to use them
Yellow cells are yours. Everything else is a formula. That rule holds across all six files. Typing over a calculated cell replaces the formula with a number, and that row quietly stops working — the mistake is invisible because nothing turns red and no error appears.
In Excel
Download, open, and if a yellow banner appears at the top click Enable Editing. That's it — the files are ordinary .xlsx workbooks with no macros, no add-ins and nothing to install.
In Google Sheets
- Open Google Sheets and choose File → Import → Upload.
- Select the downloaded file and choose Create new spreadsheet.
Formulas, drop-downs and conditional formatting all come across. A few number formats render slightly differently, which changes nothing about how the sheet behaves.
Common questions
Do I have to sign up or give an email address?
No. The download links go straight to the file.
Can I use these at work?
Yes. Use them, change them, rename them, hand them to colleagues. No attribution required.
Can I change the formulas?
That's the intention. Each template has a written guide explaining what every formula does and why it's built that way, so you can adapt it rather than working around it.
Will they work in Excel 2016 or 2019?
Yes. All six are built on INDEX, MATCH, SUMIFS, COUNTIFS and IF — functions that have worked since 2007. Nothing here depends on dynamic arrays or XLOOKUP.
Something broke after I edited it
You almost certainly typed over a formula. Undo, or re-download and start again — and check which cells are yellow before you type.
Are there more coming?
Yes. New templates are added here as they're published.
Every template on this page was built and tested from scratch rather than downloaded and re-badged. If one of them does something you can't explain, the guide linked beside it explains it — and if it still doesn't, that's a gap in the writing worth telling me about on the contact page.
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