Excel templates that just work.
Ready-made spreadsheets built from the formulas in my most popular tutorials. Type in the yellow cells and everything else is done for you.
Money
12 templatesBudgets, paychecks, savings, debt, bills, investments and tax time. See where it all goes.
| Category | Budget | Actual | Used |
|---|---|---|---|
| Groceries | $500 | $475.52 | 95% |
| Eating out | $200 | $129.10 | 65% |
| Shopping | $150 | $151.13 | 101% |
Monthly Budget Planner 2027
Log what you spend and see budget vs actual for every category, every month, with a 50/30/20 check.
- Transaction log that adds itself up
- Overspending in red
- Dashboard with month picker
Not sure yet? Try the free monthly budget β
| Goal | Progress | Status |
|---|---|---|
| Emergency fund | 43% | On track |
| Vacation to Italy | 36% | On track |
| Car down payment | 32% | On track |
Savings Goal Calculator
How much to save each month for every goal, whether you’re on track, and when you’ll get there.
- Up to 10 goals, with interest
- What-if: when will I get there?
- Projection chart for every goal
Not sure yet? Try the free savings calculator β
| Debt | Balance | Snowball | Avalanche |
|---|---|---|---|
| Credit card | $4,200 | 4 | 2 |
| Store card | $850 | 1 | 1 |
| Car loan | $9,800 | 5 | 4 |
Debt Payoff Planner
Snowball vs Avalanche side by side, your debt-free date and how much interest you’ll save.
- Up to 10 debts
- Payments roll over as debts clear
- Month-by-month payoff schedule
Not sure yet? Try the free debt calculator β
| Normal | With extras | |
|---|---|---|
| Payments | 360 | 278 |
| Total interest | $446,406 | $323,195 |
| Paid off | Sep 2056 | Nov 2049 |
Loan & Mortgage Calculator
Your monthly payment, the full amortization schedule, and exactly what paying extra saves.
- Extra monthly and lump-sum payments
- Interest and time saved
- Compare 3 loans side by side
Not sure yet? Try the free loan calculator β
| Bill | Sep | Oct | Nov | Dec |
|---|---|---|---|---|
| Rent | Paid | |||
| Electric | ||||
| Internet |
Bill Payment Tracker
Every bill in a colour-coded 12-month grid, with monthly, quarterly and yearly due dates worked out for you.
- Overdue, due today and due soon warnings
- Next bills to pay, in date order
- What you spend a year, by category
Not sure yet? Try the free bill checklist β
| Subscription | Renews | Alert |
|---|---|---|
| Newspaper | 2 days | Renews soon |
| Netflix | 3 days | Renews soon |
| Headspace | 5 days | Renews soon |
Subscription & Renewal Tracker
What every subscription really costs a month and a year, with renewal and free-trial warnings.
- Weekly to yearly billing
- Renewal dates that roll forward
- Saved-by-cancelling total
Not sure yet? Try the free cost checker β
| For | Gift | Status |
|---|---|---|
| Mom | Cashmere scarf | Wrapped |
| Mom | Photo book | Ordered |
| Dad | Smart watch band | Bought |
Christmas Gift & Budget Planner
Budgets for everyone on your list, gifts tracked from idea to wrapped, and a countdown to the big day.
- Budget per person, spent and left
- Delivery tracking with late warnings
- Food, decorations and card list
Not sure yet? Try the free gift list β
| Payday | Bills due | Left over | Status |
|---|---|---|---|
| Jan 2 | $580 | +$1,000 | OK |
| Jan 16 | $495 | +$1,085 | OK |
| Jan 30 | $1,410 | -$10 | Short |
Paycheck Budget
Budget by paycheck, not by month. See which bills each paycheck covers and which ones will come up short.
- Weekly, every 2 weeks or twice a month
- Bills matched to the right paycheck
- Short and Tight warnings
Want to see it first? See how it works β
| Fund | Saved | Per payday | Status |
|---|---|---|---|
| Car insurance | $700 | $50 | On track |
| Christmas gifts | $495 | $61 | Behind |
| Vacation | $800 | $100 | On track |
Sinking Funds Tracker
Save a little every payday for the big bills you know are coming, with repeating funds and behind warnings.
- Amount to set aside each payday
- Repeating yearly funds
- Coming up and still short
Want to see it first? See how it works β
| Category | Type | Amount |
|---|---|---|
| Cash | Asset | $3,540 |
| Retirement | Asset | $72,692 |
| Mortgage | Debt | $260,960 |
Net Worth Tracker
Everything you own, minus everything you owe. Type your balances once a month and see your net worth and how it’s changing.
- Up to 30 accounts
- This month and since start
- Net worth goal and chart
Want to see it first? See how it works β
| Holding | Value | Gain % |
|---|---|---|
| SP500 | $11,969 | +16.3% |
| DIVGR | $11,473 | +11.8% |
| BOND | $9,412 | +1.1% |
Investment & Dividend Tracker
Every holding across your brokerage, IRA and 401(k), with gains, every dividend and your estimated yearly income.
- Up to 40 holdings
- Dividends by month and yearly income
- Dividend goal with progress bar
Want to see it first? See how it works β
| Category | For taxes | No receipt |
|---|---|---|
| Mortgage interest | $7,840 | |
| Equipment | $797 | 1 |
| Charitable donations | $295 | 1 |
Tax Prep Organizer 2026
Every income form, expense, receipt and business mile for the tax year, with a one-page summary for your tax preparer.
- Income forms received or missing
- Missing receipts highlighted
- Mileage log and documents checklist
Want to see it first? See how it works β
Work & business
11 templatesHours, pay, staff, projects, clients, invoices and the numbers behind a small business.
| Start | Finish | Break | Hours | Pay |
|---|---|---|---|---|
| 09:00 | 17:30 | 30 | 8:00 | $100.00 |
| 22:00 | 06:30 | 30 | 8:00 | $100.00 |
| 07:00 | 19:00 | 60 | 11:00 | $162.50 |
Timesheet & Pay Calculator
Hours, breaks, night shifts and overtime worked out for you, plus a paycheck checker to spot underpayments.
- Night shifts past midnight
- Daily or weekly overtime at any rate
- Weekly, biweekly, semi-monthly or monthly pay
Not sure yet? Try the free calculator β
| Task | Status | Deadline |
|---|---|---|
| Renew car insurance | Not Started | Overdue |
| Book dentist appointment | Not Started | Due today |
| Prepare team meeting slides | In Progress | Due soon |
Task & Deadline Tracker
Colour-coded tasks with automatic deadline warnings, a live dashboard and the F9 row highlight. No macros.
- Overdue, due today and due soon warnings
- Dashboard with your next 10 deadlines
- Room for 500 tasks
Not sure yet? Try the free task list β
| Name | Mon | Tue | Wed | Thu |
|---|---|---|---|---|
| James | E | E | E | E |
| Priya | OFF | OFF | L | L |
| Tom | L | L | L | L |
Shift Rota & Staff Schedule
Colour-coded shifts for up to 30 staff, with hours, wages and red warnings when you’re short-staffed.
- 12 shift codes, night shifts included
- Daily cover with short-staffed warnings
- Staff costs and contracted hours
Not sure yet? Try the free weekly rota β
| Name | 1 | 2 | 3 | 4 | % |
|---|---|---|---|---|---|
| Ava Johnson | P | P | P | H | 98% |
| Noah Davis | P | P | P | P | 86% |
| Emma Wilson | P | P | P | P | 95% |
Attendance Tracker
A colour-coded register for 12 months and 40 people, with attendance % and target warnings.
- Present, late, half day, sick and excused
- Red and amber against your target
- Year summary and dashboard
Not sure yet? Try the free attendance sheet β
| Name | Mon | Tue | Wed | Thu |
|---|---|---|---|---|
| Priya | PH | V | V | V |
| Tom | PH | |||
| Emma | PH | P |
Holiday & Annual Leave Tracker 2027
Allowances, requests and a colour-coded planner showing who’s off, for up to 25 staff.
- Weekends and public holidays skipped
- Half days and clash warnings
- Days remaining for everyone
Not sure yet? Try the free vacation tracker β
| Invoice # | Client | Status |
|---|---|---|
| INV-002 | Oak & Pine | Overdue |
| INV-003 | Northfield | Due soon |
| INV-001 | Brightside | Paid |
Freelancer Hours & Invoice Log
Log hours by client, add up invoices from them, and see what’s unpaid, due soon or overdue.
- Rate and payment terms per client
- Overdue invoice warnings
- Unbilled work, so nothing slips
Not sure yet? Try the free hours log β
| Jan | Feb | Mar | |
|---|---|---|---|
| Income | $9,816 | $9,590 | $9,261 |
| Expenses | $2,430 | $2,722 | $1,997 |
| Profit | $7,387 | $6,868 | $7,264 |
Small Business Income & Expense Tracker
Log income and expenses. Profit & Loss by month, a quarterly tax set-aside and a dashboard.
- Profit and margin by month
- Quarterly tax set-aside and due dates
- Biggest expenses at a glance
Not sure yet? Try the free monthly P&L β
| Product | In stock | Reorder at |
|---|---|---|
| Reed diffuser, Fig | 0 | 10 |
| Winter Pine candle | 6 | 10 |
| Sea Salt wax melts | 16 | 25 |
Inventory & Stock Tracker
Stock levels that update from every sale and delivery, a reorder list with costs, and your best sellers.
- Reorder and out-of-stock alerts
- Best sellers and days of stock left
- Stock value and margins
Not sure yet? Try the free inventory list β
| Task | M | T | W | T | F | M | T |
|---|---|---|---|---|---|---|---|
| Wireframes | |||||||
| Visual design | |||||||
| Copywriting |
Gantt Chart Project Planner
A project timeline that draws itself, with tasks that move when the one before them slips.
- Linked tasks, phases and milestones
- Progress bars and a today line
- Dashboard with workload and phases
Not sure yet? Try the free Gantt chart β
| Invoice # | Client | Total | Status |
|---|---|---|---|
| 1010 | Bright Media LLC | $910 | Paid |
| 1011 | Northfield Events | $300 | Overdue |
| 1012 | Summit Realty | $460 | Sent |
Invoice Generator + Tracker
Add a client and what you’re charging, and a clean, printable invoice fills in. Then see what’s paid, due soon and overdue.
- Prints on one page, with your logo
- Next invoice number shown for you
- Waiting to be paid and top clients
Want to see it first? See how it works β
| Client | Next step | When |
|---|---|---|
| Hannah Brooks | Send the mockups | Overdue |
| Marcus Lee | Call about the form | Today |
| Tom Fisher | Going cold |
Simple Client Tracker (CRM)
Every client, deal and follow-up in one file. See who to contact today and what your deals are really worth.
- Overdue, Today and Going cold flags
- Pipeline with weighted value
- No monthly CRM fee
Want to see it first? See how it works β
Home & life
12 templatesHabits, goals, meals, trips, the house, the kids, the wedding and the classroom.
| Habit | 1 | 2 | 3 | 4 | 5 | % |
|---|---|---|---|---|---|---|
| Drink water | β | β | β | β | β | 97% |
| Walk 10k steps | β | β | β | β | β | 74% |
| Read 20 mins | β | β | β | β | β | 77% |
Habit Tracker 2027
Tick off up to 10 habits every day, with targets and streaks that carry on all year.
- 12 monthly tick grids
- Streak now and best streak
- Dashboard with monthly score
Not sure yet? Try the free habit tracker β
| Breakfast | Dinner | |
|---|---|---|
| Mon | Overnight oats | Spaghetti bolognese |
| Tue | Eggs on toast | Chicken stir-fry |
| Wed | Yogurt & granola | Beef tacos |
Meal Planner & Grocery List
Plan the week from your own recipes, and the grocery list, sorted by aisle, builds itself.
- Scaled to how many are eating
- Pantry items taken off the list
- Cost per day and week
Not sure yet? Try the free meal planner β
| Name | Days | Alert |
|---|---|---|
| Mom | Today | Today! |
| Jake | 3 days | This week |
| Sarah & Tom | 6 days | This week |
Birthday & Anniversary Reminder List
Every birthday and anniversary, with the days to go and the age they’re turning.
- Upcoming list in date order
- Printable year at a glance
- Today and this week alerts
Not sure yet? Try the free birthday list β
| Company | Status | Action |
|---|---|---|
| Harbor & Co | Final interview | Interview soon |
| Summit Fitness | Offer | Overdue |
| Brightline Media | Interview | Due soon |
Job Application Tracker
Every job you apply for, with follow-up reminders, a to-do list and a funnel that shows what’s working.
- Overdue, due soon and follow-up alerts
- Funnel from applied to offer
- Which job sites get replies
Not sure yet? Try the free job application list β
| Student | Overall | Grade | Missing |
|---|---|---|---|
| Amelia Chen | 90.1% | A | β |
| Benjamin Scott | 85.0% | B | β |
| Chloe Patel | 78.6% | C | β |
Teacher Gradebook
Weighted grades, letter grades and missing work for 40 students, with a list of who needs support.
- Up to 6 weighted categories
- Missing work flagged in pink
- Need support dashboard
Not sure yet? Try the free gradebook β
| Goal | Progress | Status |
|---|---|---|
| Run 500 miles | 75% | On track |
| Build a $5,000 emergency fund | 64% | Behind |
| Read 24 books | 79% | On track |
New Year Goal Planner 2027
Turn resolutions into numbers, check in once a month, and see straight away if you’re on track.
- Up to 12 goals across 8 life areas
- Done!, On track or Behind
- Monthly reflection log
Want to see it first? See how it works β
| Vendor | Cost | Paid | Due |
|---|---|---|---|
| Willow Creek Barn | $9,200 | $5,000 | 30 days before |
| Golden Hour Photo | $2,900 | $900 | 30 days before |
| Petal & Stem | $1,950 | $400 | 21 days before |
Wedding Planner
Budget, vendors and payments, guests and RSVPs, meal counts and a checklist timed to your date.
- Deposits, payments and balances
- Room for 300 guests, with meal counts
- Checklist that moves with your date
Want to see it first? See how it works β
| Traveler | Paid | Result |
|---|---|---|
| Alex | $2,743 | Gets back $1,903 |
| Sam | $326 | Owes $514 |
| Jordan | $186 | Owes $654 |
Vacation Planner
Budget, bookings, itinerary, spending in any currency, a packing list and exactly who owes who after the trip.
- Split costs with who pays who
- Bookings and cancellation dates
- Countdown and money per day
Want to see it first? See how it works β
| Child | Budget | Planned | Left |
|---|---|---|---|
| Emma | $300 | $222 | $78 |
| Noah | $450 | $322 | $128 |
| Lily | $250 | $121 | $129 |
Back-to-School Planner
Shopping lists, budgets, to-dos and school dates for every child, with a countdown to the first day.
- Budget and planned for each child
- Forms and to-dos with due dates
- School calendar
Want to see it first? See how it works β
| Job | Due | Status |
|---|---|---|
| Flush the water heater | Sep 6 | Overdue |
| Clean the gutters | Oct 14 | Due soon |
| Clean the AC condenser | Jun 3 | OK |
Home Maintenance Log
Every job around the house on a schedule, every repair on record, and every appliance’s warranty in one place.
- 24 common jobs ready to go
- Appliances and warranties
- Spending by area
Want to see it first? See how it works β
| Title | Rating | Finished |
|---|---|---|
| The Salt Road | β β β β β | Feb 25 |
| Ink and Iron | β β β β β | Jun 12 |
| Dead Reckoning | β β β β | Jul 17 |
Reading Tracker
Every book you read, your reading goal and pace, top rated books and a year in numbers.
- Goal with ahead or behind
- Star ratings and want-to-read list
- Stats every reader loves
Want to see it first? See how it works β
| Name | Done | Points | Allowance |
|---|---|---|---|
| Ava | 8 | 13 | $6.50 |
| Leo | 11 | 11 | $4.40 |
| Mia | 9 | 9 | $2.25 |
Chore Chart
A weekly family chore chart. Tick chores off and let Excel work out everyone’s points and allowance.
- Due, done and missed colors
- Points and allowance per child
- Perfect-week bonus
Want to see it first? See how it works β
Start with a free template
Simple versions you can use today. Enter your email and the download is sent straight to you.
π° Money
πΌ Work & business
π‘ Home & life
Made by someone who teaches Excel
Each template uses formulas from videos that have been watched 6.3 million times.
Every formula is checked with real examples, so the numbers are right.
Normal Excel files. No security warnings, nothing to enable.
No subscriptions. Download it and it’s yours.
Hi, I’m Lee
I run Sheet Leveller on YouTube, where I make quick, no-nonsense Excel tutorials. These templates take the formulas from those videos and turn them into ready-made spreadsheets, so you can skip the building and get straight to using them.
Questions
Which versions of Excel do they work with?
Microsoft 365, Excel 2010 or later on Windows, and Excel for Mac.
How do I get my template after paying?
You can download it straight away after checkout, and a download link is emailed to you too.
Do they use macros?
No. They’re normal .xlsx files, so there are no security warnings.
Is anything a subscription?
No. Every template is a one-off payment and yours to keep.
