5 Excel Templates: budget, invoice, CRM, content calendar, habits

5 Excel Templates: budget, invoice, CRM, content calendar, habits

📦 FORMAT · VERSION · GUARANTEE — quick overview before buying
• Contents: ZIP: 5 XLSX templates (budget, invoice, CRM, content plan, habits) + README
• Version: September 2026
• Requirements: Excel 2016+ or Google Sheets
• Delivery: automatic, by e-mail right after payment
• Guarantee: the product matches its description. If anything is wrong — write a personal message, we´ll sort it out or refund you.
• Terms: for personal use; resale is prohibited.



5 READY EXCEL TEMPLATES — THE FORMULAS ARE ALREADY INSIDE

Open it — and work. All formulas, dropdown lists and totals are already set up. Works in Excel, Google Sheets and LibreOffice.

WHAT´S INSIDE:
1. budget-tracker.xlsx — a yearly budget: 12 months, income/expenses, auto-sums by category and the balance of every month
2. invoice-generator.xlsx — a client invoice: 10 line items, auto-sum, VAT, the total to pay
3. crm-tracker.xlsx — a leads CRM: statuses (a dropdown list), sources, the next step, dates
4. content-calendar.xlsx — a month´s content plan: 30 days by weeks, formats, CTAs, statuses
5. habit-tracker.xlsx — a 7-habit tracker for 31 days with an auto-calculated completion %

FEATURES:
• SUM/COUNTA formulas — nothing to enter
• Dropdown lists with validation (CRM and content statuses)
• Hint notes inside the sheets
• Demo data shows how to fill them in

For freelancers, SMM managers and everyone who likes order in numbers.

SEE ALSO:
⟶ ADHD-friendly planners — printable A4 sheets — plati.market/itm/6072857
⟶ Anxiety workbook — 30 days of CBT (PDF) — plati.market/itm/6072858