Spreadsheet Templates

Pre-built spreadsheet templates that put ExcelBossPro's formulas into action. Copy to your Drive or download for Excel — all free.

Monthly Budget Tracker

Google Sheets

Track income vs expenses by category, see monthly totals, and spot over-budget areas instantly.

Key Formulas Used

Category total:=SUMIF(B:B,"Food",C:C)
Over budget flag:=IF(F5>G5,"Over","OK")
Remaining budget:=G5-F5
SUMIFIFSUMCharts
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Invoice & Payment Tracker

Excel & Google Sheets

Track client invoices, payment status, overdue amounts, and total outstanding at a glance.

Key Formulas Used

Days overdue:=IF(C2="Paid",0,MAX(0,TODAY()-B2))
Total outstanding:=SUMIF(D:D,"Unpaid",E:E)
Overdue count:=COUNTIF(F:F,">0")
SUMIFTODAYIFCOUNTIFDATEDIF
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Project Task Tracker

Excel & Google Sheets

Manage tasks, track completion %, flag overdue items with conditional formatting, and view team workload.

Key Formulas Used

Completion %:=COUNTIF(C:C,"Done")/COUNTA(C:C)
Overdue flag:=IF(AND(D2<TODAY(),C2<>"Done"),"Overdue","")
Tasks per person:=COUNTIF(B:B,H2)
COUNTIFSAVERAGEIFTODAYIFConditional Formatting
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Inventory & Stock Tracker

Excel & Google Sheets

Monitor stock levels, flag low inventory, calculate reorder points, and track stock value.

Key Formulas Used

Low stock alert:=IF(C2<D2,"Reorder","OK")
Total stock value:=SUMPRODUCT(C2:C100,E2:E100)
Reorder quantity:=MAX(0,D2*2-C2)
IFSUMPRODUCTVLOOKUPConditional Formatting
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