Microsoft's Best Personal Finance and Budget Templates and Printables

Your financial health is a composite of many things, as pictured in the Personal Money Tracker Template or Printable for Microsoft Excel.

This is a great way to track how different components are working together.

Download this by selecting File > New, then searching for this template from within the Excel program.

This Retirement Planner Template or Printable for Microsoft Excel lets you look ahead in a clear, organized way.

Using a tool like this takes the guesswork out of planning for your future.

In Excel, select File, then New, to find the search box for this template.

This Budget Template or Printable for Microsoft Project is a clear way to share your financial limits with shareholders or team members.

This tool could also be applied to home improvement projects or other personal goals.

In the Microsoft Project program, select ​File > New then search for this by keyword.

Use the Simple Family Budget Template or Printable for Microsoft Excel to keep a quick visual on household earning and spending.

The charts update automatically as you enter data.

To find this, select File > New, then search for this by keyword.

Personal initiatives or business projects often benefit from a marketing budget.

This free Marketing Budget Template or Printable for Microsoft Excel may jog your mind on costs currently unaccounted for or may even give you some ideas on marketing strategies.

In Excel, select ​File > New. Search for the template by keyword.

Streamline your repetitive errands with this free Grocery List and Budget Template or Printable for Microsoft Excel.

This can be adapted for types of shopping other than groceries.

Find this template by searching in the field at the top of the screen when you select File > New in Excel.

This Free Daily Expense Calendar Template or Printable for Microsoft Excel works for any year and formulas update your totals.

Use this for a personal or team tracking tool—remember, you can get creative by customizing templates for what you need to get done!

Select File > New within Excel to find this template.

Try out this free Home Loan Comparison Template or Printable for Microsoft Excel when considering a major personal purchase such as a new house. 

This tool helps you see the big picture, by making "the numbers" easier to visualize and understand.

Search for this in Excel by selecting File, then New.

This free Free Monthly Bank Reconciliation Template or Printable for Microsoft Excel​ can help you make sure your records match your bank's. 

Adapt this tool to a schedule that makes sense for you. For example, reconcile your transactions more frequently than monthly if you wish.

To find out whether it is available in your version of Excel, select File then New and search by keyword.