Free Excel Templates

On this page you will find the list of all Free Excel Templates published in MANAGEMENT CONTROLLER as well as the subscription form to download the templates.

The best way for them to know the work performed by a professional or a company is to try it.

On my website you will not only test Management Accounting tools, many of them will be useful from the first moment you download it.

Many of the Excel Templates require adaptations, extensions or improvements. Others are an example of what can be achieved if you make a similar model. Tens of thousands of professionals and users have downloaded my templates since the spanish web CASHTRAINERS was launched in 2012. Now most of the templates are available in English for worldwide users.


The Free Excel Templates currently available are the following:

  • Balanced Scorecard PRO
  • CRM M1 Excel Template
  • Customer Invoices M1 (Manage up to 500 Invoices)
  • Projects Budget Control Cost and Profitability including Gantt Chart
  • Direct Costing Excel Template
  • Projects Budget for House Construction and Renovations
  • Personal Finance Excel Template 2019
  • CRM M2 Excel Template
  • Working Hours Timesheet and cost calculation weekly
  • Budget Control Revenues and Expenses for Events M1
  • Travel Expenses Control M1
  • Wedding Budget Control M1
  • Action Planning Excel
  • Payment Tracking Excel Template
  • Employee Absences Management M2
  • Training Courses Control M3 Excel Template
  • Documents Management Excel
  • Employee Costs Allocation to Cost Centers M2
  • 3 Methods Selling Price Calculation M2
  • Multiproducts Breakeven Simulator M2
  • Marketing Plan M1 Excel Template
  • Sales Budget Control M1 Excel spreadsheet
  • Employee Suggestions Requests M2
  • Pickleball and Paddle Sport Club Profit Analysis
  • Retail Commerce Profit Analysis
  • Employee Management M1
  • Stocks Planning Procurement Simulator M1
  • Suppliers Prices Comparative Analysis Excel spreadsheet
  • New Investments Requests Form
  • Timesheet Control and Reporting
  • Financial Plan M3
  • Inventory Control M1
  • Payments Forecast Control M1


All the documents you can download when you subscribe are free

If you need to customize or adapt a tool to your company or create a tool from scratch, do not hesitate to contact me.

Before subscribing, read this carefully, with the subscription you authorize me to send you news about tools and articles related to Management Accounting and Financial Control. If you are not interested in receiving news, you can cancel the subscription later, if you subscribe you can always unsubscribe voluntarily. If you need help with the subscription, please contact me.


VĂ­ctor Vercher (Columbus Venture Partners)
Thanks Dani,
You do a great job both in the creation of the templates and in the didactic way that you disclose them
I have already bought some spreadsheets, but yours are simple, practical, interactive, easy to use … the best I have found


More than 20,000 subscribers are already using and learning from the free Excel Templates about Financial and Management Control. Take advantage of this great opportunity to apply them in your company !!


How to Subscribe to my Newsletter:

  • Step 1: Subscribe to my Youtube Channel here, it’s free and you will receive new updates
  • Step 2: Register your name and email address to the subscription form
  • Step 3: You will receive a confirmation email, open it and press the confirmation button
  • Step 4: Be patient, maybe it would take a few minutes, you will receive afterwards the second email with the lik to access the download files page