Category

Accounting & Bookkeeping

Templates for maintaining financial records, ledgers, and statements.

241 templates

Five Year Profit and Loss Review previewAccounting & Bookkeeping

Five Year Profit and Loss Review

Track profit and loss trends across five years to identify financial growth patterns and performance

  • Five-year P&L comparison by line item
  • Year-over-year performance visibility
  • Trend analysis for revenue and expenses
intermediate.xlsx
Fixed Asset Record with Depreciation previewAccounting & Bookkeeping

Fixed Asset Record with Depreciation

Track fixed assets and calculate depreciation using straight-line and declining balance methods.

  • Multiple depreciation methods (straight-line, 150% DDB, 200% DDB)
  • Automated depreciation calculations with formulas
  • Asset class and description tracking
intermediate.xlsx
Full Set Profit & Loss + Balance Sheet previewAccounting & Bookkeeping

Full Set Profit & Loss + Balance Sheet

Complete financial statement package with monthly bank tracking, cash management, and annual P&L and balance sheet reports.

  • 12-month bank account tracking with monthly summaries
  • Separate cash-in-hand monitoring sheet
  • Pre-formatted Balance Sheet template
intermediate.xlsx
General Ledger with Budget Comparison previewAccounting & Bookkeeping

General Ledger with Budget Comparison

Track actual spending vs. budget across GL codes with monthly summaries and variance analysis.

  • YTD actual vs. budget comparison by account
  • Monthly expense summary with date range filters
  • Itemized expense detail with invoice tracking
intermediate.xlsx
IC Balance Sheet Template previewAccounting & Bookkeeping

IC Balance Sheet Template

Complete balance sheet template with automated formulas for tracking assets, liabilities, and equity.

  • Pre-formatted balance sheet structure
  • Automated SUM formulas for asset and liability totals
  • Equity calculation with IF logic
beginner.xlsx
IC Balance Sheet Template previewAccounting & Bookkeeping

IC Balance Sheet Template

Complete balance sheet with automated formulas for assets, liabilities, and equity tracking.

  • Organized sections for assets, liabilities, and equity
  • Automated SUM formulas for category totals
  • IF formulas for validation and error checking
beginner.xlsx
IC Income Statement previewAccounting & Bookkeeping

IC Income Statement

Track revenue, expenses, and profitability across multiple years with automated calculations.

  • Multi-year side-by-side comparison
  • Automated SUM calculations for profit margins
  • Revenue and expense categorization
intermediate.xlsx
Income Statement previewAccounting & Bookkeeping

Income Statement

Track revenue, expenses, and profitability with monthly and year-to-date comparison views.

  • Dual-period comparison (current month vs. YTD)
  • Percentage of sales calculations
  • Customizable company name and date fields
intermediate.xlsx
Income Statement 1 Year previewAccounting & Bookkeeping

Income Statement 1 Year

Track annual revenue, expenses, and net income with a professional income statement template.

  • Automated calculation of gross profit using SUM formulas
  • Net income computation with conditional logic
  • Revenue and expense categorization
beginner.xlsx
Income Statement 1 Year previewAccounting & Bookkeeping

Income Statement 1 Year

Track annual revenue, expenses, and net income with automatic calculations for profit analysis.

  • Automated expense and revenue totals using SUM formulas
  • Net income calculation with IF logic
  • Annual period tracking by month
beginner.xlsx
Income Statement Template previewAccounting & Bookkeeping

Income Statement Template

A comprehensive income statement template for tracking company revenue, expenses, and net income with integrated employee management data.

  • Income statement sheet with revenue and expense categories
  • Employee management database with contact information
  • VLOOKUP formula integration for automatic data population
intermediate.xlsx
Income Statement Template previewAccounting & Bookkeeping

Income Statement Template

Track revenue, expenses, and net income with single-step or multi-step income statement formats.

  • Single-step and multi-step formats
  • Year-over-year comparison columns
  • Automated SUM calculations
intermediate.xlsx
Independent Contractor Profit and Loss Template previewAccounting & Bookkeeping

Independent Contractor Profit and Loss Template

Track revenue, expenses, and net profit for your contracting business with automated monthly P&L statements.

  • Automated monthly P&L calculations
  • Multi-period comparison columns
  • Revenue and expense categorization
beginner.xlsx
Intangible Asset Depreciation - Section 197 Amortization previewAccounting & Bookkeeping

Intangible Asset Depreciation - Section 197 Amortization

Calculate 15-year amortization schedules for Section 197 intangibles with automated fiscal year tracking.

  • Automated fiscal year-end date calculations
  • Period-by-period amortization amount computation
  • Multiple asset tracking in single worksheet
intermediate.xlsx
IT Financial Balance Sheet Projection previewAccounting & Bookkeeping

IT Financial Balance Sheet Projection

Multi-sheet financial balance sheet tracker with projected assets, liabilities, and equity across monthly periods for IT department financial planning.

  • Monthly balance sheet projections
  • Separate asset tracking log
  • Liabilities and equity log
intermediate.xlsx
Monthly Profit and Loss Template previewAccounting & Bookkeeping

Monthly Profit and Loss Template

Track monthly revenue, costs, and net profit for manufacturing or service businesses with automated date calculations.

  • Two P&L statement versions (manufacturing and service)
  • Automated monthly date progression using EDATE
  • Pre-built company header with logo area
beginner.xlsx
Monthly Profit and Loss Template previewAccounting & Bookkeeping

Monthly Profit and Loss Template

A professional monthly P&L statement template for tracking company revenue, expenses, and profitability.

  • Company header with name and address fields
  • Revenue section with multiple line items
  • Cost of goods sold (COGS) calculations
intermediate.xlsx
Monthly Quarterly Balance Sheet Template previewAccounting & Bookkeeping

Monthly Quarterly Balance Sheet Template

Track assets, liabilities, and equity on a monthly or quarterly basis for financial reporting.

  • Organized sections for assets, liabilities, and equity
  • Automatic total calculations using SUM formulas
  • Monthly and quarterly reporting options
intermediate.xlsx
Multi-Sheet Financial Calculation Template previewAccounting & Bookkeeping

Multi-Sheet Financial Calculation Template

Build formulas across multiple sheets with embedded calculations and chart support for data analysis.

  • Formula-based calculations
  • Multi-sheet structure
  • Chart-ready data layout
intermediate.xlsx
Opening Day Balance Sheet previewAccounting & Bookkeeping

Opening Day Balance Sheet

Record your company's assets, liabilities, and equity on day one with automated calculations.

  • Pre-formatted asset categories
  • Liabilities section with automatic totaling
  • Equity calculation
beginner.xlsx
Opening Day Balance Sheet previewAccounting & Bookkeeping

Opening Day Balance Sheet

Record your company's initial assets, liabilities, and equity on day one of operations.

  • Pre-formatted assets, liabilities, and equity sections
  • Automatic SUM calculations for account totals
  • Company name field for easy identification
beginner.xlsx
Opening Day Balance Sheet previewAccounting & Bookkeeping

Opening Day Balance Sheet

Record your company's initial assets, liabilities, and equity on day one of operations.

  • Pre-structured assets, liabilities, and equity sections
  • Automatic SUM calculations for section totals
  • Company name entry field
beginner.xlsx
Opening Day Balance Sheet previewAccounting & Bookkeeping

Opening Day Balance Sheet

Record your company's initial assets, liabilities, and equity on day one of operations.

  • Company name entry field
  • Asset section with subtotals
  • Liabilities section with subtotals
beginner.xlsx
Pay Stub Calculator Template previewAccounting & Bookkeeping

Pay Stub Calculator Template

A comprehensive payroll management tool for calculating employee pay stubs with employee database and configurable pay structures.

  • Employee database with ID, name, position, and status tracking
  • Automated pay stub calculation using formulas
  • Position-based pay configuration
intermediate.xlsx