Excel templates are a great way to increase your productivity. They allow you to do awesome things with Excel even if you only have a basic understanding of spreadsheets. You can use templates created by Microsoft by opening Excel and going to File New.
Monthly Planner FeaturesOur spreadsheet gives you a great deal of flexibility to customize your own personal monthly planner. If you insert rows or insert columns into the calendar-portion of the planner, the formulas used for the dates will be messed up, but other than that, it is pretty simple to customize. Change fonts, add some color, add cute little images on specific days. Whatever.Unlike our daily and weekly planners, this planner does not automatically add holidays and birthdays. Instead, it lets you duplicate the planner worksheet so that you have a separate month on different tabs.
Just right-click on the planner worksheet tab, select 'move or copy.' , check the 'copy.' Box, click on OK, and then rename the new tab to Jan, Feb, etc. Then you can enter holidays, events, and birthdays directly into the monthly planner. If you want a monthly calendar that will store yearly events and holidays, try (not free).
Other Monthly Planner Features. Mini monthly calendars showing the next two months. Goals section. To-Do list. Notes section for recording homework assignments, listing people to call, grocery lists, doodling, or whatever.
Choose Monday-first or Sunday-first.FYI: The format for the day numbers use to 'gray out' the days not in the current month. Keep that in mind if you make formatting changes to the planner. More Monthly PlannersMany printable monthly planners that you'll find on the internet are really just calendars, without any extra features like notes, to-do lists, goals, etc. Here are a few planners that are not just calendars:. by Vertex42.com.
by David Williams at - A monthly planner for Word (kind of hard to find the link)Related Content.
To make your life a little easier, we compiled some of our favorite Excel templates for business. Timeline templateTime is a resource that can’t be gained back, which is why it’s essential to track it. This by Vertex42 gives you an overview of the milestones and events that team members should be aware of.
Gantt chart templateNeed something more sophisticated than a project timeline? Look no further than this by Vertex42. You can organize tasks, change dates and track the status of tasks using easy-to-master excel functions and formulas. To-do list templateA big part of the solution creating process is simply knowing what needs to get done. This by Vertex42 is perfect for keeping you and your team in the loop.With this template, you can add project tasks, the priority level, a due date, who’s in charge, and status updates.
Issue-tracking templateLearning from mistakes is key for growth, both professionally and personally. Enter, the.This template allows you to keep a log of what went wrong, the priority of the issue, the team assigned to tackle it, as well as a comment section to note any findings. Having a birdseye view of what went wrong will help you track recurring issues, and nip them in the bud before they affect the rest of the current project. Weekly time-card templateAn economical alternative to time-card software is this free template. The by Vertex42 calculates hours per week per project, which is particularly handy for smaller businesses that need to track budgets. KPI tracker templateThis handy will help you measure the things that matter for business success.
The template allows you to consolidate metrics between teams and switch between a table and graphical layout. Party planning templateIn charge of planning a work event? Use this to ensure the expenses stay firmly nestled within the budget. Payment invoice templateSave time by using this when receiving payments from customers. Portfolio management templateUse this to track how much you earn from your investments. Created by a Singaporean investor and adapted to fit the US stock market, this template also has a summary section for a broad view of your portfolio.
Service invoice templateThis is ideal service-based businesses. It has empty fields to populate with information pertaining to the services you provide.
Shipping invoice templateSave money on invoicing software with this. With this Excel sheet, you can include shipping information, alternate addresses, product codes, and notes.12. Account statement templateFor businesses that bill customers recurringly, this template is super handy for creating a summary of sales made. This is particularly useful for smaller businesses as bookkeeping software can be expensive.
Packing slip templateIf you’re shipping goods to customers, use this to show your customers a breakdown of their order. Price quote templateSimplify your quoting process with this The template has sections for the quote description, special notes, customer information, and more! Purchase order templateOnce your customer decides to accept your price quote, you can then create a purchase order thanks to. Sales receipt templateUse this template to send your customer a. Rent receipt templateThis is handy If you rent out your office space or home. The simple template allows you to keep a record of payments made on your property. Home office expense tracker templateSolopreneurs working from home will want to use this to check that they’re making the most out of their eligible tax deductions.
Time card templateThis is useful for businesses that hire contractors. The sheet allows team members to note the amount of time spent on a project.
It also automatically calculates the regular hours and overtime hours along with total hours spent each week. Weekly time card templateOnce you have your employees’ daily log all set, you can then transfer that information to this to get a better view of their hours for the month. Weekly timesheetThis includes breaks in it so you can get a more accurate picture of how many hours your employees are working each week. Payroll calculator templateThis helps you account for deductions when determining gross pay.
Startup business plan templateEver heard the phrase “if you fail to plan, you are planning to fail”? This helps you get one step closer to success. The sheet includes instructional sections for an executive summary, marketing plan, startup expenses and more! Existing business plan templateAre you an established business without a formalized financial plan? This might be the one for you. 12-month marketing plan templatePlan for the year ahead with this. The highly detailed template helps you identify: your market, your target customer, your business goals, strategies and tactics, and budget.
Editorial content calendar templateContent and social media have only grown in importance over the past few years. This is a handy way to track when and where you post over a few months. On-page SEO templateThis is great for organizing on-page SEO strategy, documenting any changes, and more. SWOT analysis templateUse this to ensure you and your team are systematically identifying and adapting to opportunities and potential threats 29.
Event planning templateIn the event planning business or simply want to celebrate a milestone with your team? Check out this so yours runs without a hiccup. Job application templateLooking to expand your team in a smart, efficient way? This might be the tool you need. You can use it as is, or edit the entry fields so you can screen for the skills and qualities necessary for the role. World meeting plannerIf you work as part of a global remote team, you are probably aware of the inconvenience that comes with coordinating a mutually optimal time for meetings.
This will save you multiple e-visits to timeanddate.com when coordinating with your coworkers. Business financial plan templateDownload this to track and forecast your spending and income for the future. Business budget expense templateWant a more comprehensive financial tracker? Look no further than this.
You can evaluate your actual expenses against your actual budget both numerically and graphically. To do list templateThis visually displays your tasks on a daily, weekly, and monthly basis. Become an Excel proWant to learn how to use Excel like a pro (and maybe create a couple templates of your own)? Check out our.
There are over 49 engaging video lessons with accompanying cheat sheets, exercises, and quizzes to bolster your learning.For more Excel templates, check out this.
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January 2023
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