Personal Finance
Solo 401(k) Excel – Free Template (2026)
Track 2026 Solo 401(k) employee and employer contributions by date, tax year, amount, payment method, and month.
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128 templates found
Personal Finance
SEP IRA Contribution Worksheet Excel – Free Template (2026)
Calculate 2026 SEP IRA contributions with employee eligibility, compensation caps, IRS limits, final contributions, and a summary dashboard.
Personal Finance
Backdoor Roth Excel – Free Template (2026)
Track nondeductible IRA contributions, Roth conversions, pro-rata calculations, Form 8606 basis, taxable amounts, and filing status in Excel.
Personal Finance
401(k) Contribution Excel – Free Template (2026)
Track 401(k) paycheck deferrals, employer match, taxes, and year-to-date totals for employees and payroll use.
Personal Finance
RMD Excel – Free Template (2026)
Track traditional IRA RMDs by year, divisor, withdrawals, and shortfalls with dashboard and tracker tabs.
567
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Personal Finance
Roth IRA Contribution Excel – Free Template (2026)
Track Roth IRA contributions, limits, MAGI, excess amounts, and withdrawal needs for 2026 in Excel.
Personal Finance
FSA Medical Expense Log Excel – Free Template (2026)
Track FSA-eligible medical receipts, amounts paid, reimbursements, and receipt status in one Excel log and dashboard.
Personal Finance
HSA Contribution Excel – Free Template (2026)
Track HSA contributions, qualified expenses, reimbursements, and IRS limits with summary tabs and transaction logs.
197
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Projects & Planning
VRBO Booking Calendar Excel – Free Template (2026)
Track VRBO reservations, rates, fees, deposits, and occupancy with a Bookings log, Calendar, Summary, and Instructions tabs.
Small Business
Cleaning Fee Log Excel – Free Template (2026)
Track short-term rental cleaning fees, cleaner pay, supplies, profit, and payment status in one spreadsheet.
Bookkeeping & Taxes
Airbnb Host Income Excel – Free Template (2026)
Track Airbnb income, cleaning, fees, mileage, and repairs with monthly totals and charts for host bookkeeping.
Bookkeeping & Taxes
Poshmark Sales Excel – Free Template (2026)
Track Poshmark orders, fees, shipping costs, profit, and payout totals in one Excel sheet for resellers.
Bookkeeping & Taxes
eBay Reseller COGS Excel – Free Template (2026)
Track purchase cost, fees, shipping, profit, and margin for eBay flips with a log, summary, reference list, and instructions.
Inventory & Sales
Amazon FBA Inventory Cost Excel – Free Template (2026)
Track Amazon FBA landed cost, fees, revenue, profit, margin, and reorder flags for each SKU.
Bookkeeping & Taxes
Etsy Shop Seller Profit Tracker Excel – Free Template (2026)
Track Etsy orders, fees, COGS, shipping, sales tax, and profit in one Excel workbook for shop owners and resellers.
Bookkeeping & Taxes
Uber Driver Earnings Excel – Free Template (2026)
Track Uber trips, mileage, fares, tips, bonuses, tolls, parking, fuel, and profit by trip in Excel.
108
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Small Business
Doordash Mileage Log Excel – Free Template (2026)
Track DoorDash delivery miles, earnings, tips, deductible miles, and mileage deduction in one Excel sheet.
Bookkeeping & Taxes
Gig Worker Income and Expense Excel – Free Template (2026)
Track gig income, mileage, fees, and deductible expenses with a 4-tab Excel template for drivers, couriers, and contractors.
100
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Bookkeeping & Taxes
Freelance Invoice Tracker Excel – Free Template (2026)
Track freelance design invoices, client details, due dates, hours, rates, tax, and payment status in Excel.
Bookkeeping & Taxes
Quarterly Tax Savings Excel – Free Template (2026)
Track quarterly estimated tax savings, income, expenses, liability, and quarter buckets for self-employed filers in 2026.
Bookkeeping & Taxes
Schedule E Rental Income Excel – Free Template (2026)
Track rental income, expenses, and Schedule E totals for U.S. rental property reporting in Excel.
Bookkeeping & Taxes
W9 Contractor Information Tracker Excel – Free Template (2026)
Track contractor names, W-9 status, 1099 eligibility, tax year, and address details for year-end reporting.
Bookkeeping & Taxes
GSA Per Diem Excel – Free Template (2026)
Track GSA per diem meals, lodging, mileage, and totals by trip with an expense report for employees and travelers.
Small Business
IRS Standard Mileage Log Excel – Free Template (2026)
Mileage log with trip date, driver, vehicle, route, purpose, odometer, miles, round-trip flag, IRS rate, and total.
104
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Bookkeeping & Taxes
Schedule SE Excel – Free Template (2026)
Worksheet for Schedule SE self-employment tax, with instructions and a summary dashboard for 2026 estimates.
Bookkeeping & Taxes
1040-ES Payment Log Excel – Free Template (2026)
Track 2026 estimated tax payments, due dates, totals, and notes with a simple 1040-ES workbook for self-employed filers.
Bookkeeping & Taxes
1099-NEC Income Tracker Excel – Free Template (2026)
Track client payments, expenses, net income, quarters, and 1099-NEC status for contractor income in 2026.
Bookkeeping & Taxes
Schedule C Expense Tracker Excel – Free Template (2026)
Track deductible business expenses, receipt status, and Schedule C categories for 2026 in one Excel log with a summary dashboard.