Category Archives: Excel Template

15+ Financial Planning Templates – Excel, Word Free Download

Financial Planning Templates – Financial planning is the process of creating a plan for investing money to achieve future financial goals. It also involves the systematic monitoring and control of funds for the purpose of attaining specific ends. Financial planning provides the basis for long term and short term wealth creation. If this process is not well thought out, it will lead to serious consequences as financial losses may quickly accumulate.

There are various tools and software available today for financial planning. The main objective behind these tools is to guide and assist people in setting up an effective financial plan so that they can attain their desired goals in the shortest possible time. The main objective in using financial planning templates in Excel is to provide maximum assistance and support in this regard. When you make use of these templates, you can simply modify them and personalize them to meet your unique requirements.

Financial Planning Templates

The main objective of making use of financial planning templates in Excel is to provide an easy to use and quick method of preparing different types of financial plans such as those relating to retirement plans, investment plans, saving for children’s education etc. The financial planning plans can also be made to deal with debts of all kinds like credit cards, personal loans, car loans, home loans, mortgage etc. A wide array of financial planning tools are available to help you decide your retirement needs as well as those of your children.

Business Financial Planning Templates

You can easily get financial planning templates in Excel from the internet. Many companies offer free download of their financial planning tools that are compatible with Excel 2021. Once you have downloaded these templates, you need to open them with Excel and then modify the information that you want to include or exclude. Financial planning is related to a number of factors and you should keep this in mind while creating financial planning reports.

Business Budget Excel Template

Business Budget  Excel Template
Business Budget Excel Template

The primary objective of financial planning templates in Excel is to provide you with a format that is easy to understand and navigate. In other words, everything that you will create in Excel with the help of a financial planning template should be placed in the right cell. If you include any information that is not required, you will have to make changes on the future projection worksheets. In addition, financial planning templates in Excel allow you to make direct insertion of multiple rows/rows without disturbing the other existing worksheets. This means that you can easily update any particular worksheet without disturbing the rest of your report.

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Project Budget Excel Template

Project Budget  Excel Template
Project Budget Excel Template

Finally, financial planning is an integral part of investment strategies. Thus, you should learn more about financial planning tools and their benefits. By doing so, you will be able to use financial planning templates in Excel to analyze your investment strategies in the best possible way. Moreover, as you learn more about financial planning tools, you will be able to make accurate projections and make changes to your investment strategies whenever required.

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12-Month Sales Forecast Excel Template

12-Month Sales Forecast  Excel Template
12-Month Sales Forecast Excel Template

Use this sales prediction template to make projections. You compare amounts and might monitor sales performance over time. Cells make it simple to look at data for every month, and also the template computes yearly and monthly totals.

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Event Budget Excel Template

Event Budget Excel Template
Event Budget Excel Template

Whether you are arranging fundraiser, business party, a convention, or marriage can lower tension and aid. This funding template lists the expenses involved in an occasion, to advertising and programming from place rentals. Additionally, it compiles the information you can get an notion of your event budget allocation, you input into graphs.

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Financial Management Plan Word Template

Financial Management Plan Word Template

Produce a action plan that is fiscal . You’ll get a simple outline to follow, such as sections for an summary of job or your enterprise, assumptions, risks management procedures, and much more. Utilize it just like you would a company program As soon as you’ve made a financial plan. So as to evaluate progress you need to review and upgrade templates that are financial frequently, provide precision and liability, and make sure that it continues to meet your requirements.

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Financial Dashboard Excel Template

Financial Dashboard  Excel Template
Financial Dashboard Excel Template

This template provides an overview report of information using a dash view, making it effortless review info and to compile. You will find a mix of a chart, a pie graph, and bar graphs to compare numbers. Use the template graph financial details or earnings, and to measure product performance, see sales information.

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Startup Expenses Excel Template

Startup Expenses  Excel Template

If you are starting a company, this template will be able to help you identify expenses in addition to funding sources to receive your venture ready to go. Somewhat like a budget template, you make alterations as needed, and can monitor both actual and anticipated expenditures. Startup expenses help make sure you have sufficient financial resources to achieve your objectives and also may encourage your business planning process.

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Financial Report Excel Template

Financial Report  Excel Template

Make an yearly report for the company that reveals metrics within an easy-to-read arrangement. Obtaining a overview lets you monitor performance over a particular time interval, and a summary report simplifies communicating. It is simple to publish and discuss this Excel template.

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Marketing Budget Excel Template

Marketing Budget  Excel Template
Marketing Budget Excel Template

Create a marketing budget program with perspectives on a single template, quarterly, and monthly. From the first column, you will get a listing of advertising expenses which have social networking, public relations, advertisements content, and even much more. A section is also for list advertising campaigns you are able to compare and estimate prices for each.

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Personal Financial Planning Templates

Financial plans will be the secret to being successful with your cash. It will help you Whenever you’ve got an individual plan and your cash organized.

When you have sufficient money in the end of your pay check to buy that pair of sneakers you have been 27, do you dream about the day? Can you dream a bit larger and consider your adding money into your retirement accounts.

One-Page Financial Plan Excel Template

One-Page Financial Plan Excel Template
One-Page Financial Plan Excel Template

Individuals may benefit from strategic plans. This template permits you to make. Determine your present situation, for attaining targets, make an action plan, and use the strategy to monitor advancement and implementation. You may consist of amounts for estate planning or life insurance if necessary.

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Family Budget Planner Template – Excel

Family Budget Planner Template - Excel

Families may use this organizer generate a budget that is balanced and to monitor household expenditures. You’ll get a listing of costs such as housing but you may edit those classes to align with your expenses that are particular. The template also has a segment for savings make an emergency fund that will assist you plan for retirement, and monitor investments.

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Financial Goals Worksheet Excel Template

Financial Goals Worksheet Excel Template
Financial Goals Worksheet Excel Template

Aims are fantasies that are just unless you take action to attain them. Use this worksheet to describe your objectives, identify roadblocks, and record. Preparation can help goals, produce a deadline that is realistic, and supply accountability.

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Personal Monthly Budget – Excel Template

Personal Monthly Budget - Excel Template

A budget is provided by this yearly planner template . It features segments savings that are different account, and support the way you live and each the expenses needed to satisfy basic requirements. You may use this template to program for every month and to monitor expenditures and earnings over time.

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Investment Planning Word Template

Investment Planning Word Template
Investment Planning Word Template

Use this template to examine your situation, evaluate your investment plans, and ascertain investment objectives. This worksheet will help explain determine your own comfort level with various approaches and where to create changes. This template could offer a starting point in the event that you don’t have some investments.

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Retirement Planning Worksheet – Excel Template

Retirement Planning Worksheet - Excel Template
Retirement Planning Worksheet – Excel Template

This template serves as funding worksheet and a retirement calculator which you can utilize to plan for retirement whilst accounting for inflation. Use the template to make a weekly, monthly, or yearly budget according to your income and expenditures if you’re already retired. This template gives, although you might choose to consult to make sure you are maximizing your earnings and saving satisfactorily for retirement.

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Personal Financial Statement – Excel Template

Personal Financial Statement - Excel Template
Personal Financial Statement – Excel Template

Determine your net worth that is own personal for this template that is easy yet thorough. Input your assets and obligations to mortgages and credit card debt from retirement and cash savings – along with your net worth will be automatically calculated by the template. These details give a look. If you are starting a company and seeking financing from investors or creditors, you might have to supply.

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Simple Financial Excel Template

Simple Financial  Excel Template
Simple Financial Excel Template

Use this financial template to observe the gap between your income and expenditures if you would like to produce a budget. Sections are provided for an itemized listing of every single, along with a pie graph shows the equilibrium between both. This template might be helpful for people that are constructing a budget for individuals, or for your first time without financing who need to understand every month, how much they spend.

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College Student Budget Excel Template

College Student Budget  Excel Template
College Student Budget Excel Template

This template contains a list of costs for college students. Utilize the details it shows to ascertain where to reduce prices or how to cover every product. Additionally, it lets you make a budget for each semester, considering earnings to make sure you have adequate funds. By making a budget, faculty students may concentrate on school duties instead of worrying about financing, and also guarantee that spending cash is available for wellness and amusement requirements.

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What is a financial plan example?

A good plan starts with a balance sheet. It is the process of taking the things your own (your assets), and comparing them to what you owe (your liabilities). When you take the difference between the two, you get your net worth.

Your assets include your cash, home, investments, and any other things that have value. Your liabilities include debt, such as credit cards, mortgages, and student loans. Tracking your net worth is the true measure of wealth. If you own a million dollar home and have a million dollar mortgage with no savings, your net worth is zero. That is not what we want! Once you get an accurate view of your current net worth, you can get down to building out the plan.

Originally posted 2019-09-26 22:38:28.

10+ Top Excel Templates for Human Resources Free Download

Excel Templates for Human Resources – Free excel templates for human resources departments have become very popular in the past few years. Managers who have not had any previous training or experience with Microsoft Excel can use them to develop effective applications and reports for their team members. Managers are now able to visualize the data and information they need in a format that is easy to navigate. This will enable the managers to make better decision and provide accurate answers to their staff members.

Managers who have not had any prior training may use the Excel template to create a report that explains their team’s performance in terms of productivity, customer satisfaction and other employee statistics. The template does most of the work for them. They simply enter the required data, select a format and fill out the formula. Then all they have to do is print the report.

Managers can also use a template to conduct an interview with prospective candidates. Each employee has their own name, department and job title. The software will ask them to input all relevant information so that the spreadsheet can generate a report. Each employee’s name will be taken into account so that the candidates with similar names can be compared. This will allow the manager to choose the right person to fill out the job application. It will be much easier to choose the right candidate this way.

Excel Templates for Human Resources

Employee Attendance Tracker

Employee Training Plan

Managers who use spreadsheets to communicate with their staff need to have a way to format them quickly and easily. A good management template should make it easy for them to change workflows and add new staff members easily. A well-designed template will allow a manager to update their report whenever necessary without having to write each section of the report by hand. This will save them a great deal of time and allow them to work on other projects.

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Employee Training Plan

Employee Training Plan

Another area in which an Excel template for management can be useful is in understanding that employee’s work and which ones should be laid off. If you have high turnover rates, you may find it helpful to create a template that matches your work flow. The template should allow you to identify those employees who perform work that is outside of your normal scope. They should then be able to be sent to email or phone messages to let them know that they are no longer a valuable part of your company. You may also find this information can help you re-train some of your staff.

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Vacation Schedule Template

Vacation Schedule Template

Using an Excel template for management can be a great tool for your company. It will allow you to maintain accurate and up-to-date records. The template should give you the information you need to determine the right staff to hire and keep. The template should work with any spreadsheet program and should be easy to use. You should be able to customize the template to best suit your company needs and your goals for success.

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Candidate Screening Tracker Template

Candidate Screening Tracker Template

Human resources professionals normally have to track and manage the many incoming resumes, cover letters, applications and details of people applying for job openings. This could be a lot of work with respect to the size of the company and current hiring plan. Utilizing a candidate tracker template can help you keep candidate details and documentation in order, and ensure you provide an optimistic experience for the candidates and those involved in the interview process. In this template you can track candidate contact information, phone interview questions and answers, status, comments, next steps, and more.

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New Hire Checklist Template

New Hire Checklist Template

Once a candidate accepts an employment offer, the on-boarding process begins. The total amount of documentation required when on-boarding a newly hired employee can be daunting. This is exactly why employing a new hire checklist template is helpful to make certain no step is left undone. Use this template to list the documentation needed, track the progress of collecting and organizing the documents, and keep hiring managers in the loop.

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Staffing or Recruiting Plan Template

Staffing or Recruiting Plan Template

Recruitment is one of many top responsibilities of any human resources team. Trying to find, vetting, and finding the right talent to become listed on your team is crucial to ensure the success of your organization. Having a staffing plan in position makes your team alert to the available recruitment sources, hiring goals and more. This staffing plan template can help you to prepare all the details with columns for budgets, hiring goals, status, and comments.

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Employee Work Schedule Template

Employee Work Schedule Template

There are numerous employee scheduling softwares out there, but sometimes it’s nice to have a simple employee schedule. Checking employee schedules ensures that you’ve the right quantity of coverage on a daily and weekly basis. You should use this employee work schedule template to list employee schedules in a single location, to supply an instant visual of coverage and make adjustments as needed.

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Employee Evaluation Template

Employee Evaluation Template

Having a well thought-out employee performance review process is essential to ensure the business enterprise is operating at its peak. Employees have to know what they are doing right and what they can improve on, on a yearly or even bi-yearly basis. Using an employee evaluation template will assist you to manage the review process. Use this template to document the employee performance against set goals, the employee evaluation of the manager, and professional development plans for the upcoming year.

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Transition Plan Template

Transition Plan Template

Sometimes in a organization, it is necessary to maneuver team members around to fill different roles based on resources. However, when backfilling the first role, that you don’t want to reduce the data and information the previous person gained because position. An employee transition plan reduces the amount of information lost. Use this transition plan template to greatly help the individual previously in the role relate to and train the newest employee. Input tasks, goals, assumptions, start and end dates, and more.

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Pay Stub Template Excel

Pay Stub Template Excel

Providing employees a pay stub, whether it’s electronic or physical, benefits both employee and the employer. For the employee, a pay stub is useful to track compensation and deductions, while for the employer a pay stub is essential to offer proof that employees are paid correctly. Use this pay stub template to help you quickly produce pay stubs for the employees and your records. With pre-built formulas, you can just input the employee’s earnings and deductions and totals will automatically be calculated

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Monthly Work Schedule Excel Template

Monthly Work Schedule Excel Template

Keeping a monthly schedule of important dates like holidays, scheduled office closures, timesheet due dates, and payroll cut offs can be useful to keep you organized. Additionally, by creating the monthly work schedules at the beginning of each year, you could have a thorough view of the season and be able to anticipate what’s decreasing the line. With this specific simple monthly work schedule template, you can setup individual tabs for every month, input important events in to the calendar, and add notes to supply details for every events.

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Weekly Work Schedule Excel Template

Weekly Work Schedule Excel Template

Irrespective of the size or nature of your company, having a regular work schedule will help in keeping your employees alert to the weekly tasks and time associated with completing each task. Keeping a schedule of these things will help your team remain on track and ensure that the job is completed on time. Work with a weekly work schedule template to input weekly tasks and organize them by day of week and time of day.

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Employee Timesheet Excel Template

Employee Timesheet Excel Template

Gone are the days where employees would manually clock in and out. This is exactly why creating an employee timecard process is useful to track the amount of time worked on a regular, biweekly and monthly basis to reference when completing the payroll process. Additionally, asking employees to keep a daily timesheet log can be useful to track daily activities. This employee timesheet template will enable you to generate one declare each of your employees and track his or her time on a daily, weekly, bi-weekly, and monthly basis. Additionally, the pre-built formulas included quickly calculate totals to greatly help streamline employee payroll processing.

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Hourly Work Schedule Excel Template

Hourly Work Schedule Excel Template

Making a work schedule for the team keeps everyone for a passing fancy page. It allows you to ensure you’ve coverage when needed, and let your team know when they are scheduled to work. Additionally, if an employee has a conflict and can’t work with a particular day, he or she can quickly access the job schedule to coordinate coverage. This work schedule template streamlines this method and provides a regular view for the team. Input employee names for the occasions and dates they’ll work, and produce a rolling history of previous weeks by the addition of a brand new tab for every week.

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Payroll Tracker Excel Template

Payroll Tracker Excel Template

Depending on what many employees you’ve, payroll processing can be an arduous task. With a simple payroll template, it is possible to add employee details, salaries, overtime, exemptions and more, for every payroll period. Also, by creating a tab for every payroll period, you can keep a rolling history of payroll through the month, quarter and year

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how to create excel template

how to create excel template, Save a workbook as a template

  1. If you’re saving a workbook to a template for the first time, start by setting the default personal templates location:

    a. Click File > Options.
    b. Click Save, and then under Save workbooks, enter the path to the personal templates location in the Default personal templates location box.

    This path is typically: C:\Users[UserName]\Documents\Custom Office Templates.


    c. Click OK.
    Once this option is set, all custom templates you save to the My Templates folder automatically appear under Personal on the New page (File > New).

  2. Open the workbook you want to use as a template.

  3. Click File > Export.

  4. Under Export, click Change File Type.

  5. In the Workbook File Types box, double-click Template.

  6. In the File name box, type the name you want to use for the template.

  7. Click Save, and then close the template.

Originally posted 2019-09-26 00:01:25.