Monthly Budget Planner
Plan each category, record transactions, and see what is left to spend this month.
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Excel templates
that do the math.
Budgets, invoices, timesheets, ledgers and project trackers built as working spreadsheets: real formulas, a dashboard that updates as you type, and checks that tell you when something does not add up. Open or download the 10 free templates. Preview the 20 Pro templates and join the early-access list; Pro downloads are not available yet.
10 free templatesStandard XLSX filesFiles stay on your device
30 templates · 20 in Pro
Every workbook is original, with fictional sample data and a blank version for your own records.
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Business Budget & Variance
Monthly budget by department and category, actuals, and variance with a full-year forecast.
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Wedding Budget & Vendor Payments
Budget by category, vendor contracts and a payment schedule with due-date alerts.
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Project Budget & Cost Control
Budget, committed and actual cost by cost code and phase, with forecast and contingency.
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Bank Reconciliation
Match statement lines to your books and prove the difference is zero.
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Bookkeeping & General Ledger
Double-entry journal, trial balance, income statement and balance sheet.
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Cash Flow Forecast (13 weeks)
A rolling 13-week cash forecast by category with a minimum-balance warning.
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Balance Sheet & Reconciliation
Two-period balance sheet with ratios and a reconciliation status for every line.
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Expense Reimbursement Report
Claims, per-item policy limits, receipts, approvals and a printable claim form.
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Fixed Asset Register & Depreciation
Asset register with straight-line or declining-balance depreciation and a 6-year schedule.
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Loan Amortization & Extra Payments
Full payment schedule and how much interest and time extra payments save.
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Invoice Template
A printable invoice that fills in customer details, tax and the balance due.
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Purchase Order & Receiving Tracker
POs, line items and deliveries, with late orders and supplier on-time rates.
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Project Tracker & Status Dashboard
Projects, tasks, risks and a portfolio dashboard with automatic health status.
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Gantt Chart & Milestone Planner
Weekly timeline bars with progress shading, milestones, late flags and phase progress.
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Project Timeline & Resource Planner
Weekly hours per person against capacity, with over-allocation flagged in red.
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Employee Shift Schedule
Weekly rota with hours, labor cost and coverage against staffing needs.
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Leave & Attendance Planner
Leave requests, balances, a monthly team calendar and overlap checks.
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Inventory Movement & Reorder Planner
Receipts, issues and adjustments with automatic stock, reorder points and a buy list.
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Sales Report & Forecast
Sales by month, product and region against target, with a year-end outlook.
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CRM & Lead Pipeline
Deals by stage, weighted forecast, follow-ups and an activity log.
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Content Calendar & Campaign Dashboard
A month calendar by channel, a publishing pipeline and campaign results.
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Gradebook
Weighted category grades, letter grades and missing-work flags for a class.
Open the templateEXCELCRAFT PRO · EARLY ACCESS
More done for you,
in ExcelCraft Pro.
Pro workbooks cover whole workflows: purchasing to receiving, journal to balance sheet, tasks to portfolio health. Pro is planned to include AI credits for editing through chat. Pro downloads and the AI assistant are not available yet.
- Every Pro workbook as it is released, with dashboards, checks and instructions
- Planned: monthly AI credits for editing spreadsheets through chat
- Planned launch pricing; final terms are not set
$8/ month
or $60 / year · planned launch price
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