Excel Template Bundle: Personal Finance Tracker, Habit Tracker & Simple CRM

Take control of your money, habits and clients with 3 ready-to-use Excel templates. No setup, no coding: open, type your data and everything calculates automatically.

What's included

Personal Finance Tracker: log income and expenses, set monthly budgets by category, see savings rate and Budget vs Spent on an automatic dashboard with chart

Habit Tracker: track up to 10 habits per month, tick days off with a dropdown, see your % of goal and a progress chart

Simple CRM & Sales Pipeline: manage up to 500 contacts and deals, get Overdue and Due this week follow-up flags, and see pipeline value, weighted forecast and win rate

Why you'll love it

Formulas, dropdowns, conditional colors and charts already built in

"Start Here" tab in every file explains how to use it in 2 minutes

Fully editable: change categories, stages and goals to fit you

Great for freelancers, small businesses and anyone who wants to get organized

What you get

Instant digital download (.zip with 3 Excel files + setup guide)

Personal and business use license (no resale)

Requirements

Microsoft Excel 2010 or newer (.xlsx).

Digital product. No physical item will be shipped.