Excel & Google Sheets Templates for
Small Business, Students & Personal Finance
Professional spreadsheet templates that replace expensive software subscriptions. Auto-calculating formulas, live dashboards, and printable outputs — built for freelancers, college students, solopreneurs, and small business owners who want results without the monthly bill.
Running a small business shouldn’t mean
spreadsheet chaos and missed invoices.
Most business software is too expensive, too complicated, or both. These Excel and Google Sheets templates give you the power of a full CRM, invoice generator, and financial tracker — in a tool you already own, for a one-time price.
“My invoices are scattered everywhere.”
Chasing payments across emails, notebooks, and sticky notes. You’ve probably left money on the table without knowing it.
“I have no idea what I actually owe in debt.”
Multiple balances, different interest rates — no clear picture of what to pay first or how long it’ll take.
“My budget plan lasts about two weeks.”
You start January strong, then lose track by February. Without automatic calculations, budgeting feels like punishment.
“Task management tools cost a fortune.”
Monday.com, Asana, ClickUp — they’re great until you see the bill. You don’t need a platform; you need a system.
“I can’t remember what I have in stock.”
Ordering duplicates, missing restock alerts, no real-time count — inventory chaos costs you money and time every week.
“I have subscriptions I forgot I’m paying for.”
The average person overpays $348/year on forgotten subscriptions. You won’t catch it until you have somewhere to look.
Client Invoice Tracker & CRM Spreadsheet
for Small Business & Freelancers
866 formulas. 9 sheets. One spreadsheet that replaces your CRM, invoice software, task manager, and client communication log — all auto-connected and auto-calculating, with no monthly fee.
- Invoice auto-calculations: Qty × Rate → Discount → Tax → Shipping → Total
- Live CRM dashboard with pipeline charts, KPIs, and outstanding totals
- Client Lookup sheet — full invoice and communication history per client
- Task tracker with priority badges and auto days-left countdown
- Communications log — every client touchpoint tracked and searchable
- Printable invoice template — professional output, no extra tools needed
- Excel 2016+ and Google Sheets compatible — works where you work
Excel & Google Sheets Templates
for Every Business & Finance Need
Every template includes instant download, auto-calculating formulas, a Read First guide, and compatibility with both Excel and Google Sheets. One-time purchase, no subscription required.
Eisenhower Matrix Task Manager Excel Template
Priority matrix spreadsheet with weekly planner, live stats, and auto days-left. Works in Excel and Google Sheets. 5 sheets, 112 formulas — replace Monday.com and Asana for one small payment.
60/20/20 Budget Planner Excel Template
Monthly budget spreadsheet that auto-allocates 60% needs, 20% wants, 20% savings. Category breakdowns, monthly summary, and visual charts. Works in Excel and Google Sheets.
Debt Payoff Calculator Spreadsheet
Avalanche or snowball debt payoff method — see exactly when each debt is paid off and how much interest you save. Excel and Google Sheets compatible, instant download.
Subscription Tracker Spreadsheet — Excel & Google Sheets
Track every recurring charge in one place. Monthly cost, annual total, renewal dates, and cut recommendations. The average person saves $348/year after auditing subscriptions.
Inventory Tracker Spreadsheet for Small Business
Real-time stock count, low-stock alerts, reorder points, and supplier info in one Excel or Google Sheets template. Built for small business owners and product sellers.
Cold Call & Client Tracker Spreadsheet
Track every cold call, lead status, follow-up, and conversion in one spreadsheet. Built for sales professionals and small business owners prospecting new clients.
Content Calendar 2027 — Excel & Google Sheets
Plan, schedule, and track every social media post, blog, and campaign in one organized content calendar spreadsheet. Built for creators, marketers, and small business owners.
Mileage Tracker Spreadsheet with Auto-Calculations
Log every business mile, auto-calculate IRS deductions, and generate a clean mileage report for tax time. Works in Excel and Google Sheets — no app needed.
Checkbook Register Spreadsheet — Excel & Google Sheets
Track every deposit, withdrawal, and balance in a clean digital checkbook register. Auto-running balance, monthly summaries, and category tracking built in.
Assignment Tracker Excel Template for College Students
Track every assignment, due date, grade, and class in one organized spreadsheet. Auto priority flags, GPA calculator, and weekly view — built for college students juggling multiple courses.
Scholarship Tracker Spreadsheet — Excel & Google Sheets
Track scholarship applications, deadlines, award amounts, requirements, and status in one spreadsheet. Never miss a deadline or lose track of an opportunity — with auto progress tracking and a dashboard summary.
Also available: ADHD Budget Planner, Co-Parenting Expense Tracker, Lab Results Tracker, End of Life Planner — and more launching soon.
Browse All Excel & Google Sheets Templates on Etsy →