What Would You Like to See Added to Vertex42?

by on November 28, 2012

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Do you have a need for a spreadsheet template, but can’t find what you want? Submit your idea and you might get your wish.

Both of my most recent templates, the Vehicle Maintenance Log and the Business Mileage Tracker, came directly from requests from users.

At the risk of taking on more than I can handle, I’m making an offer to create at least one of the spreadsheet template ideas shared via this post. I’m not sure how long it will take to get people to submit ideas, so I’ll just say that I will create the first thing that I think is feasible to make. Oh, and the end result will be free to download.

ALL of the great ideas will be added to my to do list, but for now I’m just going to commit to making at least one of the requested templates in the near term.

Most of my motivation for creating new templates comes from either a personal interest in the subject or because somebody makes a polite request for help. Although a template might require almost no Excel experience to use as-is, customizing a template significantly can require near-guru status. So, I welcome the feedback that helps me create better, more flexible, and easier-to-use templates.

Here are some other templates where the template itself or variations of the template were created specifically at the request of Vertex42 fans:

Even if you’d like to just see a minor change made to a particular template, please feel free to make the suggestion.

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{ 75 comments… read them below or add one }

karen wells November 28, 2012 at 4:55 pm

would like to make a shift schedule for A and B shift for 7 days a week 10 hr days

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Jon Wittwer April 29, 2013 at 8:19 am

@Karen, I now have a template that might work for that. Check out the Rotation Schedule: http://www.vertex42.com/ExcelTemplates/rotation-schedule.html

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Jon Wittwer November 28, 2012 at 11:18 pm

Ideas so far from the Facebook page:

… forms designed with medical interests
1a) a medication list form that includes a place for med name, dosage, times per day, time of day, reason for taking, and comments.

Questions: Who would be using it? Is this just a list of meds currently being taken, or a log of when they are taken, or both?

1b) Another would be to track things like maintenance type medical appointments
needed: mammogram, pap smear, physical, dental, etc.

Question: So this would be a personalized schedule for an individual that would list their future recommended appointments?

FYI … closest things so far to medical lists and logs:
http://www.vertex42.com/ExcelTemplates/headache-log.html
http://www.vertex42.com/ExcelTemplates/immunization-schedule.html
http://www.vertex42.com/ExcelTemplates/blood-sugar-chart.html
http://www.vertex42.com/ExcelTemplates/blood-pressure-chart.html

2) … an Excel Point of Sales that can manage sales, inventory (categories, items), sellers/employees, payment type (check, creditcard, cash), customers, reports (summary, detailed, inventory, graphical)

Thanks for the ideas … keep ‘em coming.

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Talley November 29, 2012 at 9:21 am

Thanks for the vehicle log! I meant to reply to your PM the other day and tell you that it looked great! This is exactly what I’ve been looking for, and now I can fully make the transition from spiral bound notebook to spreadsheet!

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Katy November 29, 2012 at 1:00 pm

I’d like to see Award Certificates for successful completion of training classes and training programs

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Carol-Lynn Miller November 30, 2012 at 5:34 pm

I first want to thank you for your wonderful templates. I more or less can get what I want. I wish however you had a christian or Catholic holy days and saints one .
But more so I wish I could figure out how I can add my own personal info to each day block of each month ie: birthdays, anniv. special events. I just can’t figure out how to do it and I am not that savy regarding this excel stuff. When a calendar is chosen adn January 2013 pops up why can’t I just add things right there before I print it.
Please help. I would like to print it out with a professional look but instead I still have to HAND write the saints in. How can I pre write them in before printing? Thank you

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Jon Wittwer November 30, 2012 at 8:55 pm

@Carol-Lynn … Thanks. I have had requests for a Catholic calendar, but I’d need more guidance on what exactly it should include. Is there is list of Holy days somewhere that the majority of people would like to see added?

@Benny and @Carol-Lynn … The simplest calendar spreadsheets to edit are the calendars that are packaged with the “Excel Calendar Template” download on the following page:
http://www.vertex42.com/ExcelTemplates/excel-calendar-template.html
Within the download, you’ll find files named 2012-calendar.xls and 2013-calendar.xls. Those have no formulas are therefore are the least complicated to use, and they are oriented in landscape mode (i.e. “horizontally”).

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Jon Wittwer November 30, 2012 at 5:35 pm

I just had somebody ask for the following feature to be added to a yearly budget planner: The ability to set a % goal for each major category and have the amount calculated based on the available funds for that month.

This would be something very similar to how the wedding budget template works:
http://www.vertex42.com/ExcelTemplates/wedding-budget.html

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Benny Harper November 30, 2012 at 8:23 pm

I have a 2012 calendar that came from you (2009 Vertex42 LLC; and it is printed horizontally, on 8 1/2 x 11 inch paper. – I found a 2013, that seemed to be the same; however, I can’t figure out how to print it horizontally. Could you please tell me how I did it last year? For some reason, I can’t figure out how to do it! Thanks very much, in advance.
Benny
P.S. It also has American holidays on it. :-))

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Belinda November 13, 2013 at 11:40 am

I know that this reply is extremely late!

Is this possibly the link that you are looking for?
http://www.vertex42.com/calendars/academic-calendar.html

I have been using these calendars for years and just emailed the company to ask for more future school years.
By using “Nero PDF Reader” I am able to add any items I want to the calendar and save it or print without saving.

Hope this helps someone else!
~B

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Colleen Erbel December 3, 2012 at 9:17 am

A medical expense calendar with physicians visits and medication costs

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Jon Wittwer December 3, 2012 at 9:59 am

@Colleen … Can you give a few more specifics? Is this mainly a calendar with a small section for recording expenses (somewhat like a daily planner), or would it be more like a register/log with a small embedded calendar? Is the purpose mainly for showing a history of visits and medications, or for planning future visits?

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Susan Pierce December 3, 2012 at 10:21 am

I am a farmer and raise beef cattle. I would really like a template that allows the user to track farm expenses and profits for each month of the year. The categories of expenses that would be needed are the ones listed in Schedule F (Form 1040) for the Internal Revenue Service. Any help with this would be appreciated

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Dean Perry December 3, 2012 at 4:15 pm

We use the purchase order product and it works great. I would like to be able to have more than 1 page per PO for larger orders. Is this something that can be easily added?

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Jon Wittwer December 4, 2012 at 9:08 am

@Dean … Yes, just insert more rows. You can also edit the Page Setup properties if you want to add page numbers or choose one of the rows to have repeated on subsequent pages.

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Jon Wittwer December 4, 2012 at 11:12 am

@Susan … I have something started that might work for your farm expense tracker. I’ve received other requests for weekly budget worksheets, and the design I’m working on could be modified to track monthly expenses with customized expense categories. Contact me via email to get a copy and discuss your specific needs.

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Jon Wittwer December 6, 2012 at 11:53 am

New Template! I’ve created the “Medication List” template, as requested. See the following page to download it:
http://www.vertex42.com/ExcelTemplates/medication-list.html

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Nick Walsh December 15, 2012 at 8:25 am

I have 3 money loosing rentals, a HELO and two full time jobs.
I would like to see a spreadsheet that lists my income, loans and snowball goals.
this would be all inclusive, including my family budget. i.e. THE BIG PICTURE

I would like the sincerely thank you for your snowball money manager excel template. It is exactly what I needed to show me where I was and was not.

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Jon Wittwer December 15, 2012 at 4:32 pm

@Nick … My first thought would be to use the Family Budget worksheet to include income from various sources and to categorize expenses. You could change one of the major categories that you might not need (Pets?) to “Rental Expenses”, or add rows under the Business Expense category. You could include individual loan payments under the Obligations category. The worksheet could be copied into the Debt Reduction Calculator workbook if you wanted to have it in the same place.

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Michelle Dickerhoof January 4, 2013 at 10:51 am

I would like a spreadsheet for a small retail operation, where I could enter my inventory cost, mark up % and profit. So that I could track my inventory and see if I am making a profit. Thanks!

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sjmhy January 6, 2013 at 4:41 pm

Hello John.

THANK you for your fairness: your page IS different. I appreciate so much: as you say, so it is: no “free” promised, and at the download moment, then comes the registration-pressing. And your clips to remind of saying further are very nice. THIS is the way, it seems, to build trust: if I would have to buy, I would chose such office as yours. Have a very prosperous year 2013.

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sjmhy January 6, 2013 at 5:14 pm

…just read what you write about the “You Need A Budget”, from Jesse Mecham; and the several links to OTHERS pages, offering also good things. Your page is really unique, thank you. It is so good to see that there are still some “normal” good minded peoples out there, who care for quality and support, understanding that when the weaker people get stronger, it is improvement for all, as these can then also help others. [Definitively I will mail you about that "dream Table". :-) ]
Thank you. Wish you all the best.
Sjmhy

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Dave S January 11, 2013 at 3:50 pm

Say I’m looking for a spreadsheet that will help me to document and keep up with the various payments that I make to my children’s mom, i.e. child support, gymnastics, loans, medical expenses, etc…
Ha! Some might even appreciate an area to document Gross $$ owed as well as subtraction fields for unreasonable financial demands or, ahem..requests ;)

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Jon Wittwer January 14, 2013 at 4:03 pm

@Dave … this not exactly what you’re after, but you could try using the Check Register template, but use it like a credit card account or account payable, where the amounts owed/demanded/requested are listed as Withdrawals/Payments and when you pay off the amount owed, you list that as a Deposit/Credit to the account, to bring the balance back to zero. [Just an idea ... I'm not an accountant]

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Dave S January 18, 2013 at 1:11 am

Far out! Thank you, Jon, for your thoughts ;)

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adania February 5, 2013 at 2:34 pm

I would like to know if you have an account payable template, to keep track of all our business expenses and able to run reports at the end of ea. month.

By the way, I LOVE your website.

Thank you

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Jon Wittwer February 5, 2013 at 5:30 pm

@adania … I don’t have an accounts payable template yet. I’ll add that to my to do list.

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Molly Byrne February 9, 2013 at 8:45 am

I am looking for a Family- medical/prescription/co-pay template to keep track of our medical expenses for the year to help with tax deductions etc. year-end. Any ideas?
Thank you

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Jon Wittwer February 11, 2013 at 8:34 pm

@Molly … the Checkbook Register template is general and simple to modify. You could use it to keep track of medical expenses.

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Joe February 15, 2013 at 9:03 pm

I really like the Money Manager for budgeting. The one thing I would like to see is a summary sheet, similar to the budget sheet. Then you could see how your actual spending played out over the course of the year. I tried making my own but it’s not nearly as robust or elegant.

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adania February 25, 2013 at 5:52 pm

thank you @Jon Wittwer

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K March 12, 2013 at 9:41 am

Meal Planner Shopping List of a different sort based on meals each day of the week and the *ingredients* for each day listed. I needed something that is not just a simple listing of foods to eat and list of foods to buy that I then have to re-associate to the list of recipes for the week. Liz at Life in Yellow has a brilliant printout that I love. It feels easy to use. And it is. A shopping list and meal planner on one page. http://www.lifeinyellow.com/2012/03/meal-planning-and-a-free-download/

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Mike March 15, 2013 at 10:51 pm

I love the simplicity of your excel timeline. I have recently purchased an iPad and purchased ‘numbers’ and would love to be able to use your time line on the iPad. Any chances???? Thanks – mike

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Jon Wittwer March 16, 2013 at 2:25 pm

@Mike … The timeline template is not compatible with Numbers. Sorry.

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John K March 18, 2013 at 2:47 pm

A fiscal year that starts April 1. Everything starts in January. Referring to Money Manager.

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