Category

Accounting & Bookkeeping

Templates for maintaining financial records, ledgers, and statements.

241 templates

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
Credit Terms Analysis for Accounts Receivable previewAccounting & Bookkeeping

Credit Terms Analysis for Accounts Receivable

Analyze credit terms impact on receivables costs and cash flow with variable cost ratio tracking.

  • Variable cost ratio calculation
  • Cost comparison summary
  • Credit terms impact analysis
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
Finance Data Template previewAccounting & Bookkeeping

Finance Data Template

Multi-year financial tracking spreadsheet with year selection, monthly revenue/expense analysis, and profitability metrics.

  • Year selector dropdown
  • Monthly revenue tracking
  • Monthly expense tracking
intermediate.xlsx
Finance Data Template previewAccounting & Bookkeeping

Finance Data Template

Multi-year financial tracking template with revenue, expenses, and profitability metrics by month.

  • Year selector dropdown
  • Automated profit/loss calculations
  • Gross margin percentage calculations
intermediate.xlsx
Financial Dashboard Template previewAccounting & Bookkeeping

Financial Dashboard Template

Track income and expenses with automated summaries and visual charts for complete financial oversight.

  • Automated income/expense summaries by SUMIF
  • Real-time dashboard charts
  • Category-based transaction grouping
beginner.xlsx
Financial Data Consolidation Template previewAccounting & Bookkeeping

Financial Data Consolidation Template

A spreadsheet template for consolidating financial data across multiple months with automatic income calculations and filtering capabilities.

  • Monthly data organization (January, February, etc.)
  • Automatic total income calculations using formulas
  • Error handling with IFERROR function
intermediate.xlsx
Financial Data Consolidation Template previewAccounting & Bookkeeping

Financial Data Consolidation Template

Consolidate financial data from multiple sources into a unified summary with monthly income tracking and visual charts.

  • Monthly breakdown columns
  • SUM formulas for automatic calculations
  • Total income calculation
intermediate.xlsx
Financial Data Entry & Analysis Template previewAccounting & Bookkeeping

Financial Data Entry & Analysis Template

Track and visualize financial data with built-in charts for quick performance insights.

  • Organized data entry sheet for financial figures
  • Automatic chart generation from input data
  • Comparative analysis layout for actual vs. planned values
beginner.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
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 and Ratios previewAccounting & Bookkeeping

Financial History and Ratios

Track company financial performance over time with automated ratio calculations and year-over-year analysis.

  • Multi-year financial data entry
  • Automated ratio calculations (profitability, liquidity, efficiency)
  • Year-over-year comparison views
intermediate.xlsx
Financial History and Ratios previewAccounting & Bookkeeping

Financial History and Ratios

Track company financial performance with historical data and key ratio analysis.

  • Multi-year financial history tracking
  • Automated financial ratio calculations
  • Company name customization
intermediate.xlsx
Financial Profit and Loss Template previewAccounting & Bookkeeping

Financial Profit and Loss Template

Quarterly profit and loss statement tracking revenue, expenses, and net income by month across all four quarters.

  • Quarterly breakdown (Q1-Q4)
  • Monthly columns for detailed tracking
  • Revenue section with gross sales
intermediate.xlsx
Financial Report Template previewAccounting & Bookkeeping

Financial Report Template

Track revenue, operating profit, net profit, and after-tax earnings with automated calculations and visual charts.

  • Automated profit calculations with formulas
  • Revenue, operating profit, net profit, and after-tax profit tracking
  • Built-in error handling with IFERROR
intermediate.xlsx
Financial Statement Analysis previewAccounting & Bookkeeping

Financial Statement Analysis

Analyze multi-year financial statements with automated Balance Sheet calculations and trend analysis.

  • Customizable start year
  • Automated Balance Sheet calculations
  • Year-over-year comparison structure
intermediate.xlsx
Financial Statement Analysis previewAccounting & Bookkeeping

Financial Statement Analysis

Analyze balance sheets and income statements with year-over-year comparisons and trend calculations.

  • Multi-year analysis framework
  • Automatic year-to-year calculations
  • Balance sheet tracking
intermediate.xlsx
Financial Statement Automation Template previewAccounting & Bookkeeping

Financial Statement Automation Template

Automated template for generating financial statements with income statement tracking and revenue calculations.

  • Pre-built income statement structure
  • Automated SUM functions for revenue aggregation
  • Revenue and amount columns
intermediate.xlsx
Financial Worksheet previewAccounting & Bookkeeping

Financial Worksheet

A financial tracking worksheet for ABC Company with income and expense data across multiple months.

  • Monthly income columns
  • Expense category rows
  • SUM functions for totals
beginner.xlsx
Five Year Financial Review previewAccounting & Bookkeeping

Five Year Financial Review

Compare profit and loss across five years to track financial performance trends and growth.

  • Five-year P&L comparison layout
  • Year-over-year performance tracking
  • Easy trend identification
intermediate.xlsx