Free Personal Finance Excel Spreadsheets


I use Excel spreadsheets extensively in managing my personal finances. Here’s a list of personal finance Excel spreadsheets available for download, as well as a description of each one. Go ahead and modify these as you see fit, so they work best for you. And remember, you can download, use, and distribute these personal finance spreadsheets, as long as they are distributed in their original form, and attributed to An Uncommon Way to Wealth.


If you have any suggestions for a spreadsheet you’d like to see, or if you’ve seen another useful spreadsheet somewhere else that you’d like to see with improved functionality (meaning more bells and whistles), please contact me.

{ 32 comments… read them below or add one }

tama cathers May 3, 2007 at 7:49 pm

I was looking for the downloadable grocery spread sheets – have they moved???

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Lance Hager June 12, 2007 at 11:31 am

Just checking in to see how your coming on your Rule #1 investing spreadsheet?
Thanks

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BHAJAN PARTAP SINGH June 24, 2007 at 9:29 am

I am really impressed by this website and I am sure this website will get me through with my mastering microsoft excel.i will also learn alot other things that are really essential in putting microsoft excel in everyday use.i did manage using numsum zohosheet and Editgrid and now i will be trying my hand on this one.i have not yet tried some other microsoft excel online spreadsheet websites.i have been working on numsum for about a month and a half and about 6 months on zohosheet websites.I have also used the online spreadsheet Editgrid since april 2007 its been about 4 months using this website and now i have become really acquainted with this one also not just that i have submitted my daily spreadsheets from microsoft excel uploading to the website wasnt easy need to know the right path where the file is placed and then try uploading the same and then submitting it on online spreadsheet and then use share as public.now i will be using this to download spreadsheets and then mastering some more skills in excel.i have used some other excel websites as Numbler numsum zohosheet google spreadsheet and now even yahoo spreadsheet the company is sponsoring the entry into very complex spreadsheets and now more and more companies are putting their bit and then coming out with such ideas as online spreadsheets on the web.my company is Editgrid now days the office is in HK Hong Kong which is the best today and now they have started recognizing my work and displaying it as well.I will use this website to the fullest as much as I can and then get the grip of things as fast as I can in Excel.using such online spreadsheets I really can used to making my own spreadsheets really very fast and with no problems.I will be using the online method as a platform to reach the best I can.I want see me using Excel to its fullest potential.I want to see where all Excel has spread and where all its yet to be really understood.What better way is http://www.uncommonwaytowealth.com this website is the real platform to understand the true potential of Excel.This really has all those ingredients which a online spreadsheet website ought to have.I will use this more often now and use Editgrid.com the least as I have submitted them with all the spreadsheets I can.

BHAJAN PARTAP SINGH SEKHON

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Nancy July 5, 2007 at 5:59 pm

Thank you very much for sharing your spreadsheets. I truly appreciate it. I use the car maintenance one extensively!

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Marie Stella December 29, 2007 at 11:08 am

hi i found really usefull the pricebook sheet. a suggestion i live in europe and if possible would it be possible to poduce a sheet with euro currency as it would be easier and more convient for europeans

thanks a lot for sharing your spreadsheets

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Masood Ahmed Raja January 11, 2008 at 7:54 am

I am really impressed wth the mastery of excel depicted in this site.I pray for more development in site.

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Alex Martinez April 19, 2008 at 9:25 am

Hello,

I’m trying to add the number from one cell in one column onto several cells in another column. The problem is the both numbers generate to the next cell. Exmp; Cell B5 is #5 and I want to add B5 to a series of Cells in another column. When I perform the drop down, the #5 adds up to the next number (#6, #7…) How would I elimanate the generation of the initial cell but allow the generation of the cells in the next colmn.

Thank you.

Alex.

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Sean April 20, 2008 at 5:53 am

Alex,

I’m having trouble picturing what you’re talking about. If you want to email me at (uncommon at uncommonwaytowealth dot com) with your spreadsheet, I’ll be glad to look at it – maybe it will make more sense then, and I can help you out.

Sean

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allmeo August 6, 2008 at 5:34 am

hi,
im lookig for a spread sheet for cars service for a big company please help.
Thanks.
Mohd
allmedo_909@hotmail.com
0097339444128

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Dan August 26, 2008 at 4:08 pm

Thank you for sharing your spreadsheets. I’m using the Checkbook Balancer one and it works nicely. One question though; why doesn’t it have a place to annotate what the check was for? I’ve been writing the information like the date and what the check was for in the checks portion and that works; so I guess it’s a cosmetic thing. Still, it’s a handy spreadsheet, thank you.

Dan

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Simone September 7, 2008 at 10:16 pm

Hi,
I’m just getting started on your site but I must say it looks great! Wanted to let you know, though, that the link to ‘You Need A Budget’ links elsewhere with an error message.

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L September 28, 2008 at 7:39 am

Thanks so much for the time and effort put into these. Excellent!!

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wageeh almasri October 24, 2008 at 1:30 am

nice work, thanks alot

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Bob February 27, 2009 at 4:46 pm

Hello:
I just downloaded the checkbook balancing software and the net-worth software.
I have reveiwed both. I think they are great.
I just wanted to thank you for offering these software downloads for free.
Thanks,
Bob

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CLiff Healy March 23, 2009 at 10:15 am

Having problems opening your spreadsheets. I keep getting a 4.04 error saying they cannot be found. Is there a problem?

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Michelle April 23, 2009 at 7:08 pm

I am just starting to use the grocery spreadsheet and am wondering if there is a way for me to sort the price sheet? It would make it a lot easier to shop for a product if I could see them together. Thanks for a great spreadsheet!!

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Daniel May 9, 2009 at 2:37 am

ALEX:
I think i know what you are trying to accomplish. .
Try surrounding the number you want to calculate with “$” signs. . e.g. $B$4 instead of B4
This tells excel not to logically calculate the next avalible cell, but to keep this value fixed.
I hope I explained that well enough. Presuming you are asking what i think you were. :-)
Anyways hope that helps

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Shawn August 4, 2009 at 8:59 am

Hey I finishing up the Rule 1 book. I was just wondering if you were ever successful making the spreadsheet for rule one investing.

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Old Car Trader February 1, 2010 at 3:09 am

Hi this is what I’ve been looking for. I have always tried creating one myself but couldn’t or more like I am not IT-Savvy enough. lol. Thanks for the share!

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Best Payment Seeker February 18, 2010 at 8:42 am

I don’t think the Bi-Weekly calculator is correct. If I enter a $50,000 down payment on a $100,000 30 year mortgage at 6% it shows that I end up paying -$4,713.20 in interest.

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Cynthia April 7, 2010 at 8:02 am

Thanks, I also like using Excel Spreadsheets, first of all I do not have to buy a software which needs to be configured before using that takes almost the same time you will have to configure excel by writing formulas.

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cheryl June 5, 2010 at 11:50 pm

I think the use of spreadsheets can be very beneficial. Sometimes it helps to see the numbers in front of you. It makes your goals for saving or debt relief more tangible. It also makes you look at other angles to achieve the same result. You can see the big picture of your personal finances.

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Richard June 22, 2010 at 4:40 am

Have no suggestions, but want to thank you for Millionaire Calculator, it really helps me reduce my extra-payments.

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Paul November 5, 2010 at 2:45 pm
John Kohl January 7, 2011 at 7:50 pm

Thanks for the spreadsheets! I’m sure they will save a lot of time in the long run.

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Dave February 15, 2011 at 10:38 am

Definately would be interested in an Excel template for Rule #1 investing formulas.

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Felix March 9, 2011 at 10:59 pm

Looks like Uncommon Way still doesn’t have a Rule #1 spreadsheet. I decided to make my own. I have both an Excel and Google version. Check it out: http://catholicinvestor.blogspot.com/2011/02/rule-1-analysis-spreadsheet-updated.html

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Jordan April 10, 2011 at 12:07 pm

Excel is a very powerful tool and I will be sharing your spreadsheets with our readers

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Bill W April 12, 2011 at 2:06 pm

If you work with sales reps or affiliates, following are several spreadsheets to help you calculate commissions – copy and paste into your browser to download (instructions on the third tab):

http://www.oneclickcommissions.com/commission-templates/sales-commission-template-revenue.xls
http://www.oneclickcommissions.com/commission-templates/sales-commission-template-fixed.xls
http://www.oneclickcommissions.com/commission-templates/sales-commission-template-margin.xls

These were designed to work with my company’s OneClick Commissions ( see website at http://www.oneclickcommissions.com/xd.html ) but can be used standalone as well.

OneClick Commissions takes commissions spreadsheets for all your reps or affiliates and quickly creates and emails out pdf commissions statements for each earner with just one click (after setup). Please check out service and templates. We will be posting more free templates over the next few months.

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Fadi November 27, 2011 at 12:51 pm

How can you change the currency to your local one? Thanks

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sandeep March 15, 2012 at 9:17 am

How can you change the currency tab???

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Sam Bright September 7, 2013 at 5:29 pm

Just used the debt repayment calculator and it was exactly what I needed. I am definitely going to give the others a try, thanks for sharing these

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