Category
Accounting & Bookkeeping
Templates for maintaining financial records, ledgers, and statements.
241 templates
Accounting & Bookkeeping3 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
Accounting & BookkeepingAccount 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 & BookkeepingAccounting 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 & BookkeepingAccounting 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 & BookkeepingAccounting 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
Accounting & BookkeepingAccounts 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
Accounting & BookkeepingActivity 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
Accounting & BookkeepingAnnual 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
Accounting & BookkeepingAnnual Profit and Loss
Track annual revenue, expenses, and profitability by month with automated calculations
- Monthly income and expense columns
- Automated SUM formulas for totals
- Annual net profit calculation
Accounting & BookkeepingBalance 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)
Accounting & BookkeepingBalance 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)
Accounting & BookkeepingBalance 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
Accounting & BookkeepingBalance Sheet with Financial Ratios
Calculate key financial health metrics automatically from balance sheet data with ratio analysis.
- Current ratio calculation for liquidity assessment
- Quick ratio for immediate asset availability
- Working capital computation in thousands
Accounting & BookkeepingBalance 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
Accounting & BookkeepingBalance 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
Accounting & BookkeepingBalance 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
Accounting & BookkeepingBalance Sheet with Ratios and Working Capital
Track financial position and calculate key liquidity ratios to assess business solvency instantly.
- Current ratio calculation
- Quick ratio formula
- Cash ratio tracking
Accounting & BookkeepingBalance 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
Accounting & BookkeepingBalance Statement Template
Professional balance statement template for tracking account balances and financial positions with automated lookups and calculations.
- Automated account lookup via VLOOKUP
- Balance calculation and summaries
- Account holder and account number tracking
Accounting & BookkeepingBlue 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
Accounting & BookkeepingBusiness Financial Statement Template
A comprehensive financial statement template for tracking company income, expenses, and overall financial performance.
- Automated SUM functions for total calculations
- Income statement structure
- Revenue and expense categorization
Accounting & BookkeepingBusiness Income and Expenses Template
A comprehensive template for tracking and analyzing business income and expenses with categorized data entry and summary reporting.
- Separate income and expense data entry sheets
- Customizable income and expense categories via Setup sheet
- Date and description fields for transaction tracking
Accounting & BookkeepingCash Flow Valuation Methods & Model
Compare valuation methods using capital and equity cash flows to determine firm and equity value.
- Three valuation methods comparison framework
- Capital cash flows (whole firm) calculation
- Equity cash flows (equity value) calculation
Accounting & BookkeepingConsolidated Balance Sheet Template
Track consolidated financial position across multiple entities with comparative year-over-year analysis.
- Consolidated balance sheet layout with assets, liabilities, equity sections
- Year-over-year comparative columns
- Support for multiple subsidiary consolidation