Category
Accounting & Bookkeeping
Templates for maintaining financial records, ledgers, and statements.
157 templates
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
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
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
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
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
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
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
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
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)
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
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)
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
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
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
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
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
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
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
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
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
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.)
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
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
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