Free Mac Excel Project Management and Accounting Templates

By Kate Eby | April 16, 2019

In this article, you’ll find the top Excel templates for a variety of use cases – from project management to budgeting — compatible with all Mac operating systems. Manage your projects, track budgets and deadlines, and plan schedules effectively with these helpful, preformatted templates in Microsoft Excel.

Included on this page, you'll find a variety of templates for many use cases, such as a Gantt Chart template, a project planning template, a business budget template, and more.

Gantt Chart Template for Mac

Gantt Chart Template for Mac

Organize, track, and manage your projects and timelines with this easy-to-use Gantt chart template. Input project tasks, start and end dates, and durations to create a high-level overview of your timelines and ensure that you meet all of your deadlines and are able to appropriately allocate resources.

Download Gantt Chart Template for Mac

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For more information on creating a Gantt chart in Excel on a Mac, visit this article for step-by-step instructions and an instructional video. For more general information on Gantt charts, like specific use cases, the features of a Gantt chart, and the benefits in implementing one in your next project, visit this article.

 

Agile Project With Gantt Chart Template for Mac

Agile Project with Gantt Chart Template for Mac

Track your project details, group specific tasks into sprints, and view project progress with this Agile project plan template. Gain a high-level overview of your project with the included Gantt chart, which allows you to view task start and end dates, durations, and people assigned to each phase of the project.

Download Agile Project with Gantt Chart Template for Mac

Excel  | Smartsheet

 

Project Planning Template for Mac

Project Planning Template for Mac

Document all your project details, from tasks to durations to percentage of tasks completed, with this comprehensive project planning template for Mac. Manage and track projects, both large and small, and ensure that all stakeholders and team members are kept up to date on project progress. House all necessary project information within this project plan to keep details in context and to keep projects moving.

Download Project Planning Template for Mac

Excel  | Smartsheet

 

Project Timeline Template for Mac

 

Project Timeline Template for Mac

Easily track projects of all sizes with a timeline that displays tasks and milestones for each project phase. Use this template to create a weekly, monthly, and annual timeline in order to quickly identify dependencies and get an overview of the entire project. You can also use this template as a tool for project planning, scheduling, and tracking.

Download Project Timeline Template for Mac

Excel  | Smartsheet

 

Inventory Tracker Template for Mac

 

Inventory Tracker Template for Mac

Leverage this template in your next project to view inventory by item name, description, or ID number, track the total quantity and value of your current inventory, set reorder dates, and identify discontinued items. Customize the columns based on how you want to track your inventory, and the totals will automatically calculate.

Download Inventory Tracker Template for Mac

Excel  | Smartsheet

 

Sign-Up Sheet Template for Mac

 

Sign Up Sheet Template for Mac

Use this generic sign-up sheet for a variety of uses, from classes and meetings to social events and club get-togethers. Record attendance by participant name, signature, email address, and more to log attendance and times in and out. Edit the template as needed to capture all necessary information for your event.

‌ Download Sign-Up Sheet Template for Mac — Excel

 

Timesheet Template for Mac

Timesheet Template for Mac

Manage employee hours and ensure you are awarding them with the appropriate pay rates with this timesheet template for Mac. With space to document daily and weekly hours, income earned, vacation days and rates, and overtime hours, you can accurately track each employees’ pay rates. Simply insert the data into the correct cells, and your totals will automatically calculate.

Download Timesheet Template for Mac

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To-Do List Template for Mac

 

To Do List Template for Mac

This basic to-do list template can be customized to be a daily, weekly, or monthly to-do list based on your desired time frame. Write out your individual tasks for the allotted time period, update the status of each task, set priority levels, assign due dates and owners, and add notes to manage additional details.

Download To-Do List Template for Mac

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Monthly Calendar Template for Mac

2024 Monthly Calendar Template for Mac

Use this calendar template to schedule, plan, and track important dates or tasks on a monthly cadence. Easily plan for events of all types and sizes, track against deadlines, and view both previous and upcoming months for even easier planning efforts. This is a classic calendar-style template in a landscape format.

Download Monthly Calendar Template for Mac for 2024 - Excel

Weekly Calendar Template for Mac

 

Weekly Calendar Template for Mac

This weekly calendar template makes it easy to plan for events, tasks, and deadlines for the upcoming week. Visualize your schedule and plan accordingly by noting all events directly on the calendar. With space to add additional notes or comments, you’ll also be able to effectively plan for the week ahead. This calendar also includes all U.S holidays.

‌ Download Weekly Calendar Template for Mac — Excel

 

Daily Planner Template for Mac

 

Daily Planner Template for Mac

Use this daily planner template to track appointments, important events, and upcoming deadlines to keep yourself on schedule. With sections for prioritized tasks and notes, this daily planner template can help you stay organized throughout a busy day. This free, printable template allows you to create your own planner and customize it to match your needs.

Download Daily Planner Template for Mac

Excel  | Smartsheet

 

Timeline Template for Mac

 

Timeline Template for Mac

Use this timeline template to assist your strategic planning process by highlighting goals and tasks over a set time period. You can use the template to facilitate discussions around key points or to create a summary timeline of a larger strategic plan. Simply edit the task section to meet the needs of your business or organization.

‌ Download Timeline Template for Mac — Excel

 

Business Budget Template for Mac

 

Business Budget Template for Mac

Track monthly income against expenses to ensure you remain within your budget with this simple business budget template. Choose either a services- or goods-based business and manage expenses as they come in. This template can help you gain a closer look at where company funds are both made and spent via categories that identify where the most money is going or coming from.

Download Business Budget Template for Mac

Excel  | Smartsheet

 

Personal Budget Tracker Template for Mac

 

Personal Budget Tracker Template for Mac

List personal income, expenses, and savings goals in this detailed budget tracker template, which allows you to plan for the future and set overall budgeting goals. With space to detail all of your expenses, from rent to car payments, you can view how they stack up against the money you’re bringing in every month.

Download Personal Budget Tracker Template for Mac

Excel  | Smartsheet

 

Balance Sheet Template for Mac

 

Balance Sheet Template for Mac

Gain a quick snapshot of your company’s financial position at any given moment with this comprehensive balance sheet template. Use the template to summarize the company’s assets, liabilities, and equity, and give investors an idea of the health of the company.

Download Balance Sheet Template for Mac

Excel  | Smartsheet

 

Monthly Budget Calculator Template for Mac

 

Monthly Budget Calculator Template for Mac

Divide your monthly expenses into separate categories, like housing and transportation, and compare it to your average income to see how much you can save and spend on a monthly basis. The calculator will do all the work for you: Simply add in your payments and income, and the total will automtically calculate to give you an overview of how well you’re sticking to your budget.

‌ Download Monthly Budget Calculator Template for Mac — Excel

 

Invoice Template for Mac

Invoice Template for Mac

Use this template to document service descriptions and calculate totals to accurately bill a client or customer. This detailed template includes space to add a service description, quantity of hours, pay rates, and sales tax, so the heavy lifting is done for you. Simply input your data and send the invoice to the designated recipient.

Download Invoice Template for Mac

Excel  | Smartsheet

 

Expense Report Template for Mac

 

Expense Report Template for Mac

Efficiently document your expenses with this detailed expense report template, which allows you to track the data, type, and total amount for each expense. Categorize your expenses with customizable columns, and watch the total reimbursement amount calculate for you with preformatted formulas.

Download Expense Report Template for Mac

Excel  | Smartsheet

 

Receipt Tracker Template for Mac

 

Receipt Tracker Template for Mac

Stay on top of your expenses with this complete receipt tracker template. Simply fill in the details from your receipt, including a description, the category of expense, the total amount, and any additional sales tax. Use this template to keep all your receipt details organized and tracked, so you’re never surprised by expenses again.

‌ Download Receipt Tracker Template for Mac — Excel

 

Income Statement Template for Mac

Income Statement Template for Mac

Gain insight into the financial performance of your company over a defined period of time with this income statement template. Sometimes referred to as a profit and loss statement, an income statement provides a comprehensive summary of revenue, expenses, and net income, so you can stay on top of your business’s financial health.

Download Income Statement Template for Mac

Excel  | Smartsheet

 

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