Tested Spreadsheet Templates
Clean, formula-verified templates for personal finance, small business invoicing, project planning, and inventory control. Designed for Microsoft Excel and Google Sheets without bloated macros.
Zero-Based Monthly Budget Planner
Structured personal finance allocation model with income distribution, dynamic category rollups, and variance tracking.
Key Features
- ✓Automated 50/30/20 allocation calculation
- ✓Visual category spending progress bars
- ✓Annual rollup dashboard tab
Macro-free OpenXML · Direct Excel open or Google Sheets import (File → Import)
Freelance & Small Business Invoice Sheet
Automated tax calculations, line item discounts, payment term indicators, and client ledger summary.
Key Features
- ✓Automatic subtotal, tax rate & balance due calculation
- ✓Print-ready professional PDF layout preset
- ✓Client history tracking column
Macro-free OpenXML · Direct Excel open or Google Sheets import (File → Import)
Sprint & Project Milestone Tracker
Conditional formatting progress sheet with automatic workday calculation, status pills, and task ownership matrix.
Key Features
- ✓Automatic WORKDAY deadline computation
- ✓Status dropdowns with color-coded tags
- ✓Deliverable ownership summary
Macro-free OpenXML · Direct Excel open or Google Sheets import (File → Import)
SKU Inventory & Reorder Point Tracker
Inventory management sheet with automated low-stock warnings, reorder quantity flags, and supplier logs.
Key Features
- ✓Automated reorder alert threshold trigger
- ✓Unit cost & total inventory valuation formulas
- ✓Supplier contact reference table
Macro-free OpenXML · Direct Excel open or Google Sheets import (File → Import)
Sales Pipeline & Deal Stage Tracker
Lead stage pipeline tracker with probability-weighted revenue forecasting and expected close date cadences.
Key Features
- ✓Probability-weighted pipeline valuation formulas
- ✓Win/Loss ratio performance summary
- ✓Account representative deal distribution
In Active Modeling: Weighted probability formulas undergoing multi-currency stress-testing.
Employee Attendance & Leave Balance Tracker
Annual time-off log with automated sick, PTO, and unpaid leave accrual calculations per employee.
Key Features
- ✓Accrual formulas for PTO, Sick, and Personal leave
- ✓Monthly team absence visual heatmap matrix
- ✓Individual employee allowance balances
In Active Modeling: Multi-shift holiday calendar logic undergoing edge-case testing.