Templates

Excel templates & checklists

Reusable workbooks you can keep offline. Instant download on Gumroad. Pair with free browser tools when you only need a quick sample.

$12

Receipt-to-Expense Excel Tracker Kit

Expenses · Categories · Dashboard chart · Monthly summary

Enter receipt line items once. Amount formulas, category dropdowns, reimbursable totals, and a pie chart update as you type.

Try free receipt → CSV tool

$9

Email List Cleaning Checklist + Excel Validator

12-step checklist · syntax · duplicates · role & disposable flags

A campaign hygiene process plus formula-driven validation. Not a live SMTP bounce check — upgrade on Upwork for that.

Try free email cleaner · CSV dedupe

$12

Survey Open-Ended Response Coding Excel Template

Codebook · Responses · Theme counts · Quote bank

Code free-text survey answers with dropdown themes, live counts/chart, and a quote bank for reports.

Try free survey theme preview

$9

Invoice Data Entry Excel Template + OCR Checklist

Register · OCR checklist · Vendor list · Totals

Enter invoice headers and line items with Qty × Unit Price formulas, plus a 10-step OCR checklist.

Try free receipt/invoice → CSV

Checkout: Purchases are handled by Gumroad. Upwork Catalog projects are separate fixed-price services.