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  Tuesday, January 26, 2010 – Permalink –

Where's the Template

Find and/change storage spots

Describes the different template categories and the locations of templates in 2007 Office programs. Also describes the registry settings that control where to find your custom templates.

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<Doug Klippert@ 3:48 AM

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  Saturday, January 02, 2010 – Permalink –

New Calendars

Another year

Here are free Excel calendars for downloading.

Twelve months on one sheet or one month per tab.

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<Doug Klippert@ 3:24 AM

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  Wednesday, February 18, 2009 – Permalink –

SCORE Templates

Free business advice

SCORE is a nonprofit organization providing small business advice and training.

SCORE's 10,500 volunteers have more than 600 business skills. Volunteers share their wisdom and lessons learned in business. Our volunteers are working/retired business owners, executives and corporate leaders.
  • SCORE offers Ask SCORE email advice online.
  • Face-to-face small business counseling at 389 chapter offices.
  • Low-cost workshops at 389 chapter offices nationwide.
  • "How to" articles and business templates
Here are some of the available templates:
A Business Plan for a Start-up Business
Microsoft Word
A Business Plan for an Established Business
Microsoft Word
Bank Loan Request for Small Business
Microsoft Word
Break-Even Analysis
Competitive Analysis
Microsoft Word
Financial History & Ratios
Loan Amortization Schedule
Opening Day Balance Sheet
Personal Financial Statement

Projected Balance Sheet
Start-up Expenses
4-Year Profit Projection
12-Month Cash Flow Statement
12-Month Profit and Loss Projection
12-Month Sales Forecast

SCORE Template Gallery

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<Doug Klippert@ 3:09 AM

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  Friday, January 30, 2009 – Permalink –

Free Excel Templates

Financial enlightenment

Matt H. Evans CPA. CMA, CFM has complied a list of 75 free Excel spreadsheets devoted to financial matters.

Here are a few of the entries:
Time Value (xls)
Introduction to time value concepts, such as present value, internal rate of return, etc.
Lease or Buy a Car (xls)
Basic spreadsheet for deciding to buy or lease a car.
Top Five NPV & IRR (xls
Explains Internal Rate of Return, compares projects, etc.
Statements (xls)
Generate a set of financial statements using two input sheets - operational data and financial data.
Business Financial Analysis Template
for start-up businesses from Small Business Technology Center
Income Statement
What If Analysis
Assessment Templates
Set of templates for assessing an organization based on the Malcolm Baldrige Quality Model.

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<Doug Klippert@ 3:08 AM

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  Sunday, October 19, 2008 – Permalink –


One day at a time

Here are some links with downloadable examples, and some code that can be used to create calendars in Excel:

John Walkenbach:

Appointment Calendar

Andrew Engwirda's Excel tips:

Excel Calendar

Calendar Toolbar

Andrew has a calendar worksheet that can be downloaded:

He also suggests:

"Tushar Mehta has a very nice calendar too which can be found here:


Erlandsen Data Consulting:

"Create a Create a simple calendar for each month or a small calendar (pocket) for a whole year.

The calendar automatically formats some holidays (included Easter Sunday etc.), you might need to customize the workbook to suit your needs."

(Evelyn Woolston scroll down to entry #5)

Microsoft Templates:

Calendar templates

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<Doug Klippert@ 3:11 AM

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  Wednesday, October 15, 2008 – Permalink –

Download Demonstrations

Still good after all these years

Back in the day, Barnes Consulting was a major player with Office 97. They've gone on to other consulting areas, but you can still study what they called "On-Line Experiences".

These detail the benefits and outline the steps of many Excel features. They are worth the download.

They are a great resource for learning advanced features, training, and tips on a great consistent presentation that you can use to format your workbooks.

While they were written for Microsoft Excel versions 5.0 and 7.0, they are still viable in Excel 200x.

These Experiences were developed for Microsoft Corporation by Baarns Publishing.

Here are the titles of the illustrated workbooks that are free to download:

  • Subtotals Experience
  • Group and Outline Experience
  • Range Name Experience
  • Functions Experience
  • PivotTable Experience
  • Auto Filter Experience
  • Auto Format Experience
  • Power Chart Experience
  • Scenario Experience
  • Solver Experience

Downloadable Learning Experiences

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<Doug Klippert@ 3:21 AM

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  Tuesday, January 29, 2008 – Permalink –

Split the Costs

Split the sheets (?)

Joe Chirilov presents a spreadsheet solution to a friendship breaker.

Recently a large group of friends and I went on a multi-city tour of Europe that lasted a couple weeks. There was a lot of planning that went into this trip and responsibilities for booking different legs of the trip were spread out across the group. How do you efficiently handle paying back multiple people while getting reimbursed for your costs at the same time?

Split Costs

You can download the spreadsheet

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<Doug Klippert@ 6:53 AM

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  Wednesday, September 26, 2007 – Permalink –

Send Your Template to MS

Geek fame

According to the Inside Office Blog, over 1 million people have downloaded free templates from Microsoft.

"You probably have a document you use over and over again, something you created to solve a particular problem. You may even find yourself occasionally sending the document to others in e-mail because it's so useful. Now you can share your clever solution with everyone who uses the 2007 Microsoft Office system!

People like you all over the world are allowing others to download and use their document templates on Office Online. Some of these templates have tens of thousands of downloads. They were submitted by people who either wanted to help others or show their great solutions. You can, too.

Upload your template

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<Doug Klippert@ 7:13 AM

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  Wednesday, May 16, 2007 – Permalink –

Calendars - Perpetual

It's that year again

One Month and One Year perpetual calendars are available.

These Excel file calendars do not use macros and can be used in OpenOffice or other Excel compatible software.

  • Perpetual calendars with Week starting on Sunday

  • Perpetual calendars with Week starting on Monday

  • A simple "universal" one month calendar that will update for any month and any year (after 1900) just by changing a date cell.

  • A "universal" one year calendar that will show 12 months starting with a user defined Month and Year.
    Start dates can at the beginning of any year and any month.
Perpetual calendars

How to make calendars

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<Doug Klippert@ 6:13 AM

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  Thursday, February 08, 2007 – Permalink –

1040 on a Spreadsheet

Free tax forms

All right, we spend our waking hours SUMming with Excel and then when one of the more stressful times of the year shows up, we turn it all over to TurboTax.

Here is a collection of IRS forms Glenn Reeves has done as interlocking spreadsheets.

The formulas are already set up; ready for data entry.
"No PASSWORD is needed!

If a cell is protected, it is because it contains a calculated value.

Many times, a manual override cell is provided if you need to override the calculated value.

After a while, you will figure out that the spreadsheet is completely functional without needing to unprotect it."

(Included on the site are forms back to 1996.)


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<Doug Klippert@ 6:16 AM

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