Excel Templates
The Excel templates are spreadsheets you edit in the browser: an expense tracker, an ad spend tracker, a lead pipeline and a creator income sheet.
What are Excel templates?
Excel templates on TemplateHub are spreadsheet workbooks for tracking money, leads and marketing spend. They ship with columns, categories and totals already laid out so you can start entering rows instead of designing a sheet from scratch.
Each Excel template lists XLSX among its formats. You edit in the browser, then download the spreadsheet when you need it offline or in Microsoft Excel / Google Sheets after export.
Why use Excel templates?
Spreadsheets fail when columns drift or categories multiply without a plan. A template keeps income, expenses or pipeline stages in a fixed structure so monthly reporting stays comparable.
For freelancers and small teams, that structure matters more than fancy charts. One expense sheet and one lead pipeline are enough to answer “what did we spend?” and “which deals are open?” without rebuilding formulas every month.
- Ready columns for expenses, ad spend, leads or creator income
- XLSX download for offline work
- Browser editing so drafts stay with your account
- Clear separation from Word/PDF planners when you need calculation grids
Types of Excel templates
The Excel category currently focuses on operational trackers rather than full accounting suites. Related invoice sheets also appear under business and financial templates.
Expense Tracker
Log income and expenses by category and keep a running view of the month.
Ad Spend Tracker
Record campaign spend across channels so marketing costs stay visible.
Lead Pipeline
Track leads through stages instead of scattering names across chat threads.
Creator Income Sheet
Capture brand deals, subscriptions and other creator revenue in one place.
Who should use these templates?
Freelancers, founders, marketers and creators who already live in spreadsheets. If you only need a one-page invoice PDF, use the business invoice templates instead. If you need recurring rows and totals, stay on this page.
How to choose the right Excel template
Match the sheet to the question you ask every week. Household or business cash movement → Expense Tracker. Paid ads → Ad Spend Tracker. Sales conversations → Lead Pipeline. Creator payouts → Creator Income Sheet.
Planners such as OKRs or sprints sit on the planner templates page. Some planners also include Excel, but the sheets listed here are the core calculation workbooks.
How to customize an Excel template
Open the template, rename sample categories to match your business, and delete demo rows. Keep one row per transaction or lead so filters stay useful. Add a month label at the top if you archive sheets monthly.
Download XLSX when you need offline edits. Upload or recreate the next month from the same structure rather than inventing new column names each time.
Free vs premium Excel templates
Free Excel templates open on the free plan. Premium sheets follow the same plan rules as other premium templates. Check the template card for access and included formats before you upgrade.
Can I download these as Excel files?
Yes. Each Excel template lists XLSX among its formats.
Are the planners Excel files too?
Planners are on their own page. Some of them also include an Excel file.