Category
Accounting & Bookkeeping
Templates for maintaining financial records, ledgers, and statements.
157 templates
Accounting & BookkeepingProfit and Loss Dashboard
Monthly P&L statement template with automated calculations and visual dashboard for tracking revenue and expenses.
- Monthly P&L statement view
- Automated calculation formulas
- Data input sheet with category tracking
Accounting & BookkeepingProfit and Loss Statement
Track revenue, expenses, and net profit with automatic calculations for monthly or yearly periods.
- Automatic revenue and expense totals
- Net profit calculation with conditional formatting
- Customizable company name and reporting period
Accounting & BookkeepingProfit and Loss Statement
Track revenue, expenses, and net profit across quarterly periods with automated calculations.
- Quarterly income and expense sections
- Automated net profit calculation
- Percentage-of-sales analysis for benchmarking
Accounting & BookkeepingProfit and Loss Statement
Track revenue, costs, and net profit over time with automated P&L calculations.
- Automated subtotals and net profit calculation
- Revenue and expense categorization
- Flexible period tracking (monthly or yearly)
Accounting & BookkeepingProfit and Loss Statement
Track monthly income and operating expenses with automated net income calculations and visual charts.
- Multi-sheet structure (Income, Operation Expenses, Summary)
- Automated net income calculations with SUM and SUBTOTAL
- Monthly column breakdown (Jan–Dec)
Accounting & BookkeepingProfit and Loss Statement (with logo)
Professional P&L statement template with multi-period comparison and automated gross margin calculations.
- Multi-period P&L comparison
- Automated gross margin calculation
- Logo integration for branded reporting
Accounting & BookkeepingProfit and Loss Statement Service Business
Track income and expenses with chart of accounts and professional P&L reporting formats.
- Chart of accounts with account numbers and categories
- Multiple P&L statement formats with debit and credit columns
- Automated calculations using SUM and VLOOKUP functions
Accounting & BookkeepingProfit and Loss Statement Template V13
Professional P&L statement with chart of accounts and multiple customizable report formats.
- Chart of accounts with standardized account numbering
- Multiple P&L report formats with debit/credit columns
- VLOOKUP formulas for automated account linking
Accounting & BookkeepingPTA Reimbursement Form
Track and process PTA expense reimbursements with requestor details and automatic calculations.
- Requestor name and contact fields
- Request date tracking
- Itemized expense entry with amounts
Accounting & BookkeepingQuarterly Cash Flow Projections
Project and track quarterly cash inflows and outflows to forecast liquidity and plan for operational needs.
- Monthly breakdown within quarterly periods
- Estimate vs. actual comparison columns
- Variance tracking to measure forecast accuracy
Accounting & BookkeepingRatio Analysis
Analyze financial performance using key ratios, trends, and metrics from your financial statements.
- Automated ratio calculations
- Pre-built financial ratio formulas
- Color-coded input cells
Accounting & BookkeepingReal Estate Profit and Loss Template
Track rental property income and expenses with automated monthly P&L statements for real estate investors.
- Monthly P&L columns with automated date calculations
- Pre-built income and expense categories for real estate
- Automated net income calculations with SUM and IF formulas
Accounting & BookkeepingRental Property Cash Flow Analysis
Track rental income, expenses, and cash flow across multiple scenarios for investment property analysis.
- Monthly operating income tracking
- Multiple scenario comparison (Scenario A & B)
- Cumulative interest and principal calculations
Accounting & BookkeepingRental Property Income and Expenses Model
Track monthly rental income and operating expenses across 12 months with automatic totals.
- Monthly income and expense breakdown
- Automated total calculations per month
- Transaction categorization and dating
Accounting & BookkeepingRental Property Income and Expenses Model
Track rental income and operating expenses with monthly budget vs. actual comparison for property investments.
- Income sheet with rental period date tracking
- Expense categorization and detailed logging
- Monthly budget vs. actual summary comparison
Accounting & BookkeepingRental Property Income and Expenses Tracker
Track monthly rental income and expenses across 12 months with automated totals and categorization.
- Month-by-month income and expense separation
- Automated total income calculations per month
- Transaction categorization and date tracking
Accounting & BookkeepingRestaurant Monthly Profit and Loss Statement
Track weekly P&L performance across a month with automated sales, costs, and shareholder scoring.
- Five pre-built weekly P&L sheets
- Automated shareholder score calculations
- Sales and expense line items with formulas
Accounting & BookkeepingSaaS Cash Flow Forecast Template
Project 12-month cash flow and monitor actual vs. forecast performance for SaaS businesses.
- 12-month rolling cash flow projection sheet
- Separate cash flow statement for actual tracking
- Pre-built SUM and VLOOKUP formulas for automated comparisons
Accounting & BookkeepingSales Profit and Loss Statement Template
Track company revenue, expenses, and profitability with a structured P&L statement covering a defined period.
- Pre-structured P&L format with revenue and expense sections
- Automated SUM formulas for profit calculations
- Company name and period fields for clear identification
Accounting & BookkeepingSelf Employed Profit & Loss Template
Track income and expenses monthly to calculate self-employed business profit or loss.
- Monthly P&L columns with automatic date calculations
- Company name and logo header
- Full financial year layout (12 months)
Accounting & BookkeepingSimple Cash Flow
Track incoming and outgoing cash across periods to maintain healthy liquidity and forecast cash availability.
- Current period vs previous period comparison
- Company and manager identification fields
- Automatic SUM calculations for cash totals
Accounting & BookkeepingSimple Cash Flow Statement for Small Business
Track cash inflows and outflows with indirect, direct, and simplified methods for accurate financial reporting.
- Three cash flow methods (indirect, direct, simple)
- Period-ending statement headers with date fields
- Automatic SUM formulas for activity categories
Accounting & BookkeepingSimple Cash Flow Template
Track incoming and outgoing cash across periods to forecast liquidity and manage working capital.
- Period-by-period cash tracking
- Current vs. previous period comparison
- Manager and completion tracking
Accounting & BookkeepingSingle-Step Income Statement Template
Track revenue, expenses, and net income with a simple single-step income statement format.
- Company name and date fields
- Single-step revenue minus expenses calculation
- Automatic net income computation