Free download, no email gate

The PE license tracking spreadsheet I made before I built the software that replaced it.

Pre-loaded with renewal cycles, PDH requirements, and board portal links for all 50 states. Works fine for 1 to 4 licenses. Use it until it stops working for you.

Download the spreadsheet (.xlsx)

Excel, Google Sheets, Numbers, LibreOffice. No macros, no signup.

What's in the spreadsheet

Five tabs, formula-driven. Pick a state from the dropdown and the renewal cycle, PDH required, and board portal link auto-fill from the reference data.

  • Licenses tab with auto-calculated days-until-expiration and color-coded status
  • CE / PDH log with date, provider, hours, ethics flag, and per-state assignment
  • State Requirements reference for all 50 states (cycle, PDH, ethics, board URL)
  • Summary tab with formulas counting expiring licenses and total CE hours
  • Pre-loaded VLOOKUPs so picking a state auto-fills renewal cycle and PDH required
Honest section

Where the spreadsheet stops working

I tracked my licenses in a spreadsheet for years. Here's the list of things it could not do, in the order I noticed them.

It will not email you 30 days before a deadline

A spreadsheet sits there. It does not know what today's date is unless you open it. The most common way PEs lose a license is forgetting it lapsed.

It cannot import your CE history from NCEES

If you keep your CPC record at NCEES, you still have to retype every entry into the spreadsheet. There is no API call from Excel to NCEES.

It will not auto-pull license data from state boards

Every license number, issue date, and expiration date has to be hand-entered. If your board changes the format, you find out by getting a renewal notice in the mail.

It does not handle firm Certificates of Authorization well

Firm CoAs have different cycles than individual PE licenses. Mixing them in the same spreadsheet usually means a separate tab, then a third tab, and then nobody updates any of them.

Sharing breaks it

The moment a partner edits the file from their laptop and you edit it from yours, you have two versions. Google Sheets fixes this; Excel on a network drive does not.

When the spreadsheet stops working

The tool I built to replace it.

PE License Pro tracks every license you hold, sends renewal reminders at 90, 60, 30 days then daily the final week, imports your CE history straight from NCEES, and gives you one-click access to every state board portal. Free for your first license.

Spreadsheet questions

Is this spreadsheet really free?+

Yes. No email gate, no signup. Click the download button and you have it. Use it, share it, change it, sell it inside your firm if you want.

Why are you giving away a spreadsheet when your product replaces spreadsheets?+

Because if you searched for a PE license tracking spreadsheet, you wanted a spreadsheet. We made the best one we could. When it stops working for you, we will be here.

What format is it in?+

Microsoft Excel (.xlsx). Opens in Excel, Google Sheets, Numbers, and LibreOffice. Formulas use VLOOKUP and standard functions, no macros.

Does it cover all 50 states?+

Yes. Every state's renewal cycle, PDH requirement, ethics requirement, carryover rules, and board portal URL are pre-loaded on the State Requirements tab.

How many licenses can it track before it breaks?+

Functionally, hundreds. Practically, most PEs find a spreadsheet starts to feel painful around license 4 or 5. That's when separate cycles, ethics rules, and renewal windows stop fitting in your head.

What if I want renewal email reminders?+

That's where the spreadsheet stops and PE License Pro starts. The free tier of the software covers 1 license with email reminders at 90, 60, and 30 days, then daily the final week.

Take the spreadsheet. Or skip ahead.

Either way you stop forgetting renewals. The spreadsheet works until it doesn't. The software works the rest of the time.