5 Free Excel Spreadsheet Templates

by Jon Dulin on May 22, 2013 · 8 comments

Budgeting isn’t the most glamorous thing in the world. The least you can do when filling out your budget us to pick a template that you will actually look forward to using. I did a little research and found some great free excel spreadsheet templates for you to try out when completing your budget. Hopefully, after checking them out, you will find an excel spreadsheet template that you will enjoy using.

MoneySmartGuides Excel Spreadsheet Template

OK, this is a shameless plug here. Like I said at the start, all of the excel spreadsheet templates are free, so I’m not making money on pushing this. But since it’s on my site, I use it, and I’ve gotten some good feedback, I thought I would mention it for those that were unaware of it. (Note I also have a second budget to consider. Just click on the link in the sentence above to see it).) Here is a screen-shot of the budget.

Personal Budget

Vertex 42 Excel Spreadsheet Template

Vertex42 has a ton of excel spreadsheet templates. Too many to list here in fact. If the template above isn’t you cup of tea, my guess is that you will find one from Vertex42. Their excel spreadsheet templates are free as well. They look great (easy on the eyes) and are super easy to use. Here is a screen-shot of the budget.

Vertex42 Budget


4 Step Budget Template

This excel spreadsheet template can be found on Life After College. What’s nice about this template is that after you fill in your income, and important expenses, it give you your allowance to spend on discretionary items. Here is a screen-shot of the budget.

Life After College Budget

Pear Budget

Before I was using my current budget, the excel spreadsheet template I used was Pear Budget. All of the instructions to use it are listed on the first tab of this template. You really need to read through it first before using it to get the whole picture of how it works. This isn’t to say that it is difficult to use, you just have to understand it in order to get maximum benefit from it. Here is a screen-shot of the budget.

Pear Budget

Microsoft Excel Spreadsheet Template

If none of the above tickle your fancy, there is Microsoft itself. They have over 100 free excel spreadsheet templates to choose from. If you can’t find one there, then I don’t know what to tell you! Here is a screen-shot of the budget.

Microsoft Budget

Final Thoughts

A budget is a key tool in making certain that you are living within your means. As a result, you need to find one that you will enjoy using and that you understand. Since everyone is different, there are lots of free excel spreadsheet templates to choose from. For those of you that aren’t into the manual budgeting process a spreadsheet requires, there is Power Wallet or even You Need A Budget.

Take your time in finding one out that you truly enjoy and get to budgeting!

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{ 8 comments… read them below or add one }

John S @ Frugal Rules May 22, 2013 at 9:35 am

These are some great options to choose from Jon! just use a simple Excel template I have made myself. I think you really do need to find what works for you and go with that.
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Sean @ One Smart Dollar May 22, 2013 at 10:08 am

Ever since I created our budget I have used mint.com. I think if there were not free online services I would certainly be using an excel spreadsheet to keep track of everything.
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Yuen Tuck Siew May 22, 2013 at 10:51 am

Awesome templates. I’ve also taken to recording expenses on the fly in Evernote – makes it so simple to keep track of expenditure.


KC @ genxfinance May 22, 2013 at 11:04 am

In some way, we all have our own system that we are comfortable working with. These are great templates. Thanks.


[email protected] May 23, 2013 at 11:01 pm

I am definatly going to give the Vertex 42 template a try. I had no idea that these freebie templates were out there…thanks for posting.


pramod babiskar May 24, 2013 at 8:57 am

using Microsoft templates definitely handy and thanks for helping out other!
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Jenny Blake May 24, 2013 at 10:57 am

Thanks so much for including me in your round-up, Jon!
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James @ Heritage Thiruneermalai June 5, 2013 at 4:57 am

Looks are so nice! Now currently am using budget template only but now I would like to change on pear budget template..)


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