Category

Accounting & Bookkeeping

Templates for maintaining financial records, ledgers, and statements.

157 templates

3 Year Income Statement previewAccounting & Bookkeeping

3 Year Income Statement

Track revenue, expenses, and net income across three years to analyze financial trends and performance.

  • Pre-formatted rows for revenue and expense categories
  • Automatic SUM formulas for totals and subtotals
  • Three-year side-by-side comparison columns
intermediate.xlsx
Account Excel with Data Example previewAccounting & Bookkeeping

Account Excel with Data Example

Multi-sheet accounting template tracking invoices, receipts, stock, and cash flow with automated calculations.

  • Multi-sheet invoice and receipt templates
  • Automated cash-in-hand dashboard
  • Monthly opening/closing stock reports
intermediate.xlsm
Accounting Balance Sheet Template previewAccounting & Bookkeeping

Accounting Balance Sheet Template

Track assets, liabilities, and equity to measure your company's financial position at a glance.

  • Automated SUM formulas for asset and liability totals
  • Date stamping with TODAY function
  • Clear section structure for assets, liabilities, and equity
beginner.xlsx
Accounting Merchandising Balance Sheet Report previewAccounting & Bookkeeping

Accounting Merchandising Balance Sheet Report

Generate formatted balance sheets from a chart of accounts with multi-period comparisons.

  • Chart of accounts database with account numbers and names
  • Pre-formatted balance sheet templates
  • Automatic account linking via VLOOKUP
intermediate.xlsx
Accounting Merchandising P&L Report previewAccounting & Bookkeeping

Accounting Merchandising P&L Report

Multi-format profit & loss statements with chart of accounts integration for retail businesses.

  • Chart of accounts with account number and name mapping
  • Three distinct P&L report layouts with debit/credit columns
  • VLOOKUP automation to pull account names from chart
intermediate.xlsx
Accounts Receivable Management - Credit Standards Analysis previewAccounting & Bookkeeping

Accounts Receivable Management - Credit Standards Analysis

Analyze credit standards impact on receivables, evaluate cost ratios and profitability trade-offs.

  • Summary cost ratio calculations
  • Variable cost tracking
  • Accounts receivable impact analysis
intermediate.xlsx
Activity Costs Tracker previewAccounting & Bookkeeping

Activity Costs Tracker

Track and allocate direct, indirect, and administrative costs across multiple products.

  • Multi-product cost comparison
  • Direct, indirect, and administrative cost breakdown
  • Automatic cost summaries with SUM formulas
intermediate.xlsx
Annual Financial Report previewAccounting & Bookkeeping

Annual Financial Report

Customizable annual financial reporting with up to 25 key metrics and year-over-year comparison.

  • Customizable key metrics (up to 25 options)
  • Year-over-year comparison view
  • Automated calculations from raw financial data
intermediate.xlsx
Balance Sheet Report Service Business previewAccounting & Bookkeeping

Balance Sheet Report Service Business

Generate professional balance sheets with automated account mapping and period reporting.

  • Chart of accounts with account number mapping
  • Automated balance sheet formatting with formulas
  • Multi-report capability (multiple reporting periods)
intermediate.xlsx
Balance Sheet Template previewAccounting & Bookkeeping

Balance Sheet Template

Track assets, liabilities, and equity with a professional balance sheet that shows financial position across periods.

  • Multi-period comparison columns
  • Automatic SUM calculations for totals
  • Professional formatting for balance sheet structure
beginner.xlsx
Balance Sheet Template previewAccounting & Bookkeeping

Balance Sheet Template

Track assets, liabilities, and equity with automated calculations for complete financial snapshots.

  • Automated SUM formulas for asset and liability totals
  • Assets, liabilities, and equity sections
  • Built-in balance verification (Assets = Liabilities + Equity)
beginner.xlsx
Balance Sheet with Financial Ratios previewAccounting & Bookkeeping

Balance Sheet with Financial Ratios

Calculate key financial health metrics including current ratio, quick ratio, and debt-to-equity automatically.

  • Automatic current ratio calculation
  • Quick ratio computation
  • Working capital analysis
intermediate.xlsx
Balance Sheet with Financial Ratios previewAccounting & Bookkeeping

Balance Sheet with Financial Ratios

Track assets, liabilities, and equity while automatically calculating key financial health metrics.

  • Organized assets, liabilities, and equity sections
  • Automatic current ratio and quick ratio calculation
  • Working capital computation
intermediate.xlsx
Balance Sheet with Financial Ratios previewAccounting & Bookkeeping

Balance Sheet with Financial Ratios

Complete balance sheet template with automatic calculation of key financial ratios for performance analysis.

  • Organized assets, liabilities, and equity sections
  • Automatic current ratio and quick ratio calculation
  • Working capital computation
intermediate.xlsx
Balance Sheet with Ratios and Working Capital previewAccounting & Bookkeeping

Balance Sheet with Ratios and Working Capital

Analyze your company's financial health with automated balance sheet calculations and key liquidity ratios.

  • Automated current ratio calculation
  • Quick ratio and cash ratio computation
  • Working capital calculation
intermediate.xlsx
Blue Balance Sheet previewAccounting & Bookkeeping

Blue Balance Sheet

Track assets, liabilities, and owner's equity across multiple years with automated totals.

  • Automated year references using TODAY() and YEAR() functions
  • Multi-year asset and liability tracking
  • Subtotal calculations across current and preceding years
intermediate.xlsx
Consolidated Balance Sheet Template previewAccounting & Bookkeeping

Consolidated Balance Sheet Template

Track multi-company financial position with consolidated assets, liabilities, and equity across reporting periods.

  • Multi-year period comparison (e.g., 2001 vs 2002)
  • Consolidated asset and liability sections
  • Equity consolidation tracking
advanced.xlsx
Consolidated Financial Statements Package previewAccounting & Bookkeeping

Consolidated Financial Statements Package

Multi-sheet consolidated P&L, balance sheet, cash flow, and equity statements for annual reporting.

  • Consolidated profit & loss account with year-on-year comparison
  • Consolidated balance sheet at period end
  • Consolidated cash flow statement by period
advanced.xlsx
Cost of Goods Sold (COGS) Calculator Lite V13 previewAccounting & Bookkeeping

Cost of Goods Sold (COGS) Calculator Lite V13

Calculate precise COGS for manufacturing and retail to understand true product profitability and margins.

  • Automated COGS calculation with SUM and SUMPRODUCT formulas
  • Monthly period tracking with date fields
  • Company-level cost categorization
intermediate.xlsx
Credit Terms Analysis for Accounts Receivable previewAccounting & Bookkeeping

Credit Terms Analysis for Accounts Receivable

Analyze credit terms and cost ratios to optimize accounts receivable management and profitability.

  • Variable cost ratio calculation
  • Credit terms summary analysis
  • Cost ratio comparison
intermediate.xlsx
Depreciation Calculator V1.0 previewAccounting & Bookkeeping

Depreciation Calculator V1.0

Calculate asset depreciation using SL, DB, DDB, or SYD methods with automatic schedules.

  • Multiple depreciation methods (SL, DB, DDB, SYD)
  • Automatic calculation based on asset cost and useful life
  • Pre-built categorization (Electronics, Equipment, etc.)
intermediate.xlsx
Depreciation Methods Comparison previewAccounting & Bookkeeping

Depreciation Methods Comparison

Compare straight-line and accelerated depreciation schedules across multiple asset life cycles.

  • Multiple depreciation period templates (5, 7, 10, 15 years)
  • Side-by-side method comparison calculations
  • Automated SUM formulas for total depreciation
intermediate.xlsx
Financial History & Ratios previewAccounting & Bookkeeping

Financial History & Ratios

Track multi-year financial metrics and calculate key performance ratios to monitor business health.

  • Automated ratio calculations (profitability, liquidity, efficiency)
  • Multi-year financial data tracking
  • Company name customization
intermediate.xlsx
Financial History & Ratios previewAccounting & Bookkeeping

Financial History & Ratios

Track company financial performance over time with calculated ratios and year-over-year analysis.

  • Automatic ratio calculations using formulas
  • Multi-year financial data comparison
  • Year-based filtering and sorting
intermediate.xlsx
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