Christmas Gift List – Set your budget and track gifts using Excel

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Steven, one of our readers from England sent me a Christmas gift tracker worksheet. I found it pretty cool, so made some minor changes to it and am sharing it with you all so that you can have great time shopping for the holidays.

Christmas Gift List - Set your budget and track gift shopping using excel

Why I found this Christmas Gift List Spreadsheet Cool?

There are probably a million other gift trackers out there, but I liked Steven’s version for few reasons:

  • He used conditional formatting to zebra line the gift-table.
  • He used array formulas to find-out who is receiving the most expensive gift. The formula relies on VLOOKUP coupled with SUBTOTAL so that when you filter the list to see gifts only for certain age group, the formula shows most expensive gift receiver in that group alone. How cool is that 😎
  • He used cell formatting to highlight gifts overshooting budget in RED color.
  • He used SUMPRODUCT liberally to summarize the gift data to show us “how many people got the gifts”, “how many gifts are over the budget”, “how many gifts are under-budget”.

Go ahead and download the workbook. Even if you dont have a huge list of gifts to buy this Christmas (REALLY ?!? You dont have a long list? Can I please, please get that wii?). The workbook is full of excel lessons on conditional formatting, formulas and design.

Download the Christmas Gift List Spreadsheet

Click here to download the file. It is protected to make sure you accidentally erase a formula or something. But there is no password. So go ahead and unlock it to learn something cool.

Thank you Steven,

for your most thoughtful and awesome Christmas gift to our community.

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19 Responses to “Free Invoice Template using Excel – Download”

  1. Doug H says:

    Nice post! Invoicing for the small biz or solo entrepreneur is something I see a lot of interest in. Also there are great templates from http://office.microsoft.com/en-us/templates

  2. Abhay says:

    This is awesome.

    I would need a little more. e.g. say I generate a Inv. # 1 with all the details. Once done I can click a button all the relevant details gets stored in some table. Further, when i generate a new invoice those details gets stored in same table but just below the previous invoice.

    Is their a way to do this?

  3. Hui... says:

    Daily dose of Excel held a competition in 2005 for this same topic
    It obtained 9 solutions which are shown:
    http://dailydoseofexcel.com/archives/2005/10/27/invoice-app-the-results/

  4. parimal says:

    How can i removed Dollar Sign, As want to use this in india.
    Please reply.

  5. parimal says:

    Also if possible then can i use Indian Rupee Sign and how?

  6. Gaurang Mhatre says:

    Hi Chandoo,

    Thanks for sharing this invoice template, Let me tell you this template will definitely help me since I got a process to handle where this invoice piece comes. Just a small doubt, can we store all the invoice details in PRODUCT & SERVICES sheet. So that whenever I select an invoice number from invoice sheet I can take print out and I can share it as well. Can we do that?? Since I will be dealing with this on monthly basis.
    It would be great if you can help me with this.

    Thanks in advance for your help!

    Regards,
    Gaurang Mhatre

  7. shrikant says:

    Hi Chandoo,

    I was thinking learning excel is quite tuff task but your blog proved me wrong. You made it very interesting. Thank you. Also the template you have provided for Invoice is very helpful to us.

  8. AKIN KARAMAN says:

    Thanks thanks thanks.. Very helpful. 🙂

  9. Trevor Gordon says:

    Hi i love the speadsheet but would like to ask how do i get it to add the description into the invoice as well

  10. Anuj says:

    Hi Randy, I tried to download one of your link "https://www.dropbox.com/s/2yvo0o2tgq9quhe/Medical_Massage_and_Salon_Application-Free.xlsm" However, i found the link unavailable. Can you please help me get the new link or can you please send this VBA file on my Email-ID.

  11. Kapil says:

    Hi, is there any chance that this can work with the "Products & Service" sheet outside of the Invoice sheet. I create multiple invoice files for the numerous clients. Updating the product sheet for each of them maybe a task. Hence, I want to create a MASTER FILE from which data can be picked up without having to insert new data in each of the invoice files.
    Possible? Or am I asking for the moon 😉

  12. Kadr Leyn says:

    Thank you so much for tutorial.
    This example can be reviewed for the example of the advanced invoice that made with excel userform :https://youtu.be/Qr-4of-38DI

  13. Trevor Gordon says:

    Good Day
    i love this template may i ask if it could be modified to have the following
    when you lookup a item code in the next column to the right it brings up the description then the quantity, unit cost, discount and then total otherwise i love the template

    Item Code Description Quantity Unit Cost Discount Total

  14. Denise Konopka says:

    When creating an Invoice template in Excel are you able to utilize the auto row height and wrap feature when the cell is a merged cell? I need to have a number of cells merged together to allow for enough space to type in the description of work performed (lets say cells A-D are merged in each row) however it seems that I am unable to utilize the auto format feature. To work around this I have to manually increase the row height after each entry. Is there a better solution for this? Thank you!

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