Vertex42® Excel Templates

Spreadsheets that are created to help organize personal and work-related activities.

Author: Elliot Meade
Elliot Meade
Elliot Meade
Private Equity | Investment Banking

Elliot currently works as a Private Equity Associate at Greenridge Investment Partners, a middle market fund based in Austin, TX. He was previously an Analyst in Piper Jaffray's Leveraged Finance group, working across all industry verticals on LBOs, acquisition financings, refinancings, and recapitalizations. Prior to Piper Jaffray, he spent 2 years at Citi in the Leveraged Finance Credit Portfolio group focused on origination and ongoing credit monitoring of outstanding loans and was also a member of the Columbia recruiting committee for the Investment Banking Division for incoming summer and full-time analysts.

Elliot has a Bachelor of Arts in Business Management from Columbia University.

Reviewed By: Himanshu Singh
Himanshu Singh
Himanshu Singh
Investment Banking | Private Equity

Prior to joining UBS as an Investment Banker, Himanshu worked as an Investment Associate for Exin Capital Partners Limited, participating in all aspects of the investment process, including identifying new investment opportunities, detailed due diligence, financial modeling & LBO valuation and presenting investment recommendations internally.

Himanshu holds an MBA in Finance from the Indian Institute of Management and a Bachelor of Engineering from Netaji Subhas Institute of Technology.

Last Updated:January 23, 2023

Microsoft Excel “Vertex42” spreadsheets are created to help organize personal and work-related activities. The Vertex42 provides all age groups the formatted template one may need in organizing their day-to-day activities. 

Vertex

For students, the Vertex42 templates offer various templates that provide quality formatting in whichever category of interest. 

Whether students or interested individuals are looking to improve their resumes or cover letters or want to track their finances, numerous templates are available. 

Vertex42 also provides templates for business or work-related reasons to help track business activities, allow companies to track employee time logs, or even help entrepreneurs organize their business plans. 

There are a few ways to find the template right to navigate the website. First, at the dropdown navigation bar at the top of the page, hover the mouse over each tab to find a list of excel templates in different categories.

Excel Templates

You can also browse the templates by locating the list on the right-hand side of the page.

This article will examine the types of templates and examples of spreadsheet formatting to gain insight into how Vertex42 can help you efficiently catalog personal and work-related pursuits.

Vertex42® Excel Template Examples

In addition to Microsoft Excel templates, other useful software for creating Vertex42 are Microsoft Word, financial calculators, and printable planners.

A few examples of personal-use templates include:

  • Journaling
  • Goal tracking
  • Daily planners
  • Personal budgeting
  • Calendars

SMART Goals

In briefly discussing how one personal-use template is structured, one goal-tracking template, the SMART Goals Worksheet, has neatly organized sections to help individuals track their progress in completing the steps to achieve their goals. 

Additionally, completion dates and tracking dates are provided to measure an individual’s progress and completion better at each step.

Key Steps

Furthermore, Vertex42 includes templates dedicated to industry professionals and businesses alike. 

A few examples of work-related templates would include:

  • Budgeting 
  • SWOT analysis
  • Integrated interest calculators
  • Employee time log
  • Lease agreements or Non-disclosure agreement
  • And many more

Loan

Compared to the SMART Goals Worksheet, a work-related template such as the integrated interest calculator includes different resources.

The Loan Amortization Schedule, used for commercial purposes, offers a downloadable excel sheet that integrates loan calculations and an amortization table structure for possible use in business transactions.

NOTE

Vertex42 develops a wide array of templates that can help organize personal and business objectives by incorporating structured formatting, calculations, and much more.

Continue practicing your Excel skills with financial formatting and data table lessons with our additional Excel courses.

Key Takeaways
  • Microsoft Excel Vertex42 provides a list of organized spreadsheets for personal and business purposes.
  • Choose spreadsheets of over ten different categories that best fit your needs.
  • The Vertex42 spreadsheets are available for download on Excel, Google Sheets, or PDF.
  • Personal uses can include organized planners, calendars, journaling, and more.
  • Business uses for organized spreadsheets include interest calculators, budgeting, and disclosure agreement forms.

Reviewed & edited by Parul GuptaLinkedIn

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