An illustration of a Google Sheets template.
20 Google Sheets Templates for Everything from Project Management to Budgeting
An illustration of a Google Sheets template.

20 Google Sheets Templates for Everything from Project Management to Budgeting

Mastering the art of organization is key to achieving both professional and personal success. Google Sheets is a versatile platform that offers business professionals and everyday users alike a suite of powerful tools to simplify and streamline their tasks. But why start from scratch when Google Sheets templates are at your fingertips?

In this article, we’ll dive into a curated selection of some of the most effective and user-friendly Google Sheets templates. Whether you’re spearheading a complex project, trying to get a grip on your finances, or embarking on a personal growth journey, we’ve got a template for you. These pre-designed formats save you time, reduce the margin for error, and ensure that you’re always on the right track. And the best part? They’re all free!

5 best Google Sheets project management templates

Google Sheets can be configured to support a variety of different project management initiatives, and is especially helpful for businesses that are in the early stages of launching a project. We’ve rounded up some of the best Google Sheets project management templates for you.

Project management template

A screenshot of a Google Sheets template used for project management.

With this comprehensive project tracking template, you can sort tasks, designate priority levels, monitor progress, and beyond. You can tailor it to your needs by adding extra columns to the template.

Project tracking template

A screenshot of a Google Sheets template used for project tracking.

This advanced template streamlines project management by allowing you to categorize tasks based on date, status, deliverables, cost, and hours. Plus, it allows you to rank your projects by priority, ensuring you clearly see which tasks to tackle first.

Gantt chart template

A screenshot of a Gantt chart in Google Sheets.

When navigating a project with a lot of moving parts, managing time becomes crucial. By employing this Gantt chart template, you can easily map out every step and assign critical tasks with ease.

Project timeline template

This project timeline template is a modified version of a Gantt chart. You can use it to create an easy-to-follow schedule for your project by breaking it down into distinct stages, making it easier to track and digest.

Project budget template

A screenshot of a project budget template.

This Google Sheets template is an easy and efficient way to build budgets for each of your individual projects. It allows you to calculate estimated cost and revenue in a straightforward manner, helping you get a clear view of ROI from the outset.

4 Google Sheets templates for budgeting

Creating, tracking, and sticking to budgets can be tricky. Luckily, there are Google Sheets templates that can make this process much simpler. These templates will help you forecast and monitor income and expenses to ensure that you’re staying out of the red.

Business budget template

A screenshot of a Google Sheets template for managing a business budget.

This spreadsheet facilitates the creation of a month-by-month business budget, enabling you to keep an eye on income and expenses as the year progresses. The format allows you to plan, project, and compare financial performance across different time periods.

Annual business budget template

A screenshot of a template used for annual budgeting.

This template presents another take on an annual business budget spreadsheet. It includes dedicated categories for setup, income, expenses, and summary, as well as a number of subcategories. It’s highly customizable and can be easily tailored to your needs.

Financial statement template

A screenshot of a financial statement in Google Sheets.

Keeping track of profits, losses, and transactions can be difficult if you don’t have a well-defined format for your financial statements. This template is configured to automatically calculate the key indicators you need to keep an eye on, making it perfect for solopreneurs or small businesses to monitor their financial status.

Balance sheet template

A screenshot of a balance sheet template for Google Sheets

This balance sheet template can help you to maintain oversight of your business’ finances. It takes into account assets, liabilities, and equity, allowing you to create a straightforward, high-level financial assessment.

6 best Google Sheets templates for teams

Staying organized and aligned is crucial if you want the members of your team to work well together. These Google Sheets templates can help to centralize your team’s activities and ensure that everyone is on the same page.

Content calendar template

A screenshot of a content calendar template.

Planning out your content calendar doesn’t have to be difficult or chaotic. This content calendar template allows you to create a schedule of upcoming content for each month, and includes critical considerations like design, proofreading, and status for every individual piece. You can also build your own content calendar using our handy guide.

CRM template

A screenshot of a CRM template for Google Sheets.

With this CRM template, you’ll be able to automatically save contact data and track opportunities for sales. It’s designed to be collaborative and can be used across different departments, generating an easily understandable overview for stakeholders. You can also use Unito to automatically sync Outlook contacts to Google Sheets and create your own CRM.

Product roadmap

A screenshot of a Google Sheets template for managing a product roadmap.

This product roadmap template can aid in ensuring that everyone stays informed about the product development process. It offers a product roadmap calendar that can be populated with key information about timelines and milestones.

Action item list template

A screenshot of an action item list template.

Tracking daily actions as a team can be made easier by leveraging templates such as this one, which allows you to rank the value and difficulty of each task. It also includes sections for the owner of each task, when it was assigned, the due date, and its state of completion.

Issue tracking template

An issue tracking template for Google Sheets.

Issue tracking plays a fundamental role in retaining customers and ensuring their satisfaction with your offering. This collaborative template helps you keep track of issues, including who they’re assigned to and what the priority of each is.

Report builder template

A Google Sheets template for building reports.

Take the guesswork out of building reports by implementing this report builder template. It allows you to create sleek reports and swiftly compute values in a way that can be easily adapted to nearly any industry. We also have some handy tips for turning exported data into reports.

5 best personal Google Sheets templates

The value of Google Sheets extends beyond just business use cases—it’s a great tool for personal organization, as well. These Google Sheets templates will help you plan, monitor, and optimize key areas of your day-to-day activities and long-term goals.

Weekly calendar template

A screenshot of a weekly calendar template in Google Sheets.

This Google Sheets calendar template will help you to plan your week by specific time increments. The result? An easily readable schedule to keep track of any events, appointments, meetings, errands, or other activities throughout the week.

Personal monthly budget template

A screenshot of a personal monthly budget template.

Managing your expenses and finding ways to save money is key to financial success. This monthly budget template allows you to track your spending, income, and savings opportunities.

Checklist template

A screenshot of a to-do list in Google Sheets.

This simple checklist template can help streamline your to-do list, ensuring that no critical tasks go overlooked.

Household chores template

A screenshot of a chore chart in Google Sheets.

Managing a household can be stressful, especially when chores are thrown into the mix. This Google Sheets template allows you to centralize and monitor which chores need to be done, and which have already been completed. You can even include an allowance to be paid if you’re using this spreadsheet to track your children’s chores.

Meal planner template

A screenshot of a meal planner template for Google Sheets.

Tired of searching through the fridge to make meals on the fly? Meal planning can help. This meal planner template lets you plan what you’ll be eating for each meal of the week, and even includes a grocery list.

Templates for everything

Google Sheets is a free, versatile software that can help to streamline organization, boost productivity, and drive efficiency. And the templates listed above are only the beginning. There are thousands of Google Sheets templates available online that can help you make the most of its powerful features without spending a dollar. Once your templates are live, you can even look into automating your Google Sheets to transform your workflows.