Template library

1,738 templates.

Account Excel Starter Template previewAccounting & Bookkeeping

Account Excel Starter Template

Manage invoices, receipts, and cash flow with built-in expense tracking and stock reports.

  • Invoice and receipt templates
  • Cash-in-hand dashboard (daily tracking)
  • Product category expense sub-categories
beginner.xlsm
Account Register previewAccounting & Bookkeeping

Account Register

Track deposits, withdrawals, and balances with automatic calculations and visual charts.

  • Automatic running balance calculation
  • Transaction date and description fields
  • Deposit and withdrawal columns
beginner.xlsx
Account Statement Template previewInvoicing & Billing

Account Statement Template

Professional account statement with configurable company details and conditional formatting for billing.

  • Centralized settings sheet for company details
  • Conditional display of company information
  • Pre-formatted statement layout
beginner.xlsx
Accounting Balance Sheet Template previewAccounting & Bookkeeping

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
beginner.xlsx
Accounting Service Invoice (US) previewInvoicing & Billing

Accounting Service Invoice (US)

Professional invoice template for service-based accounting firms with automatic calculations and company branding.

  • Company name branding area
  • Itemized service lines
  • Automatic SUM calculations
beginner.xlsx
Accounting Service Invoice A4 previewInvoicing & Billing

Accounting Service Invoice A4

Professional A4 invoice template for service-based businesses to bill clients and track payments.

  • A4 page layout
  • Company name section
  • Invoice line items with automatic totals
beginner.xlsx
Accounting Spreadsheet previewAccounting & Bookkeeping

Accounting Spreadsheet

Track business accounting data with organized entry fields and automatic calculations.

  • Business name field
  • Accounting period designator
  • SUM formulas for automatic totals
beginner.xlsx
Accounting Spreadsheet previewAccounting & Bookkeeping

Accounting Spreadsheet

Track income, expenses, and financial activity with a basic accounting ledger framework.

  • Auto-calculated totals with SUM functions
  • Accounting period organization
  • Business name and header fields
beginner.xlsx
Accounting Spreadsheet previewAccounting & Bookkeeping

Accounting Spreadsheet

Track financial records with basic SUM functions for period-based accounting entries.

  • Business name field
  • Accounting period header
  • Automatic SUM calculations
beginner.xlsx
Accounting Worksheet previewAccounting & Bookkeeping

Accounting Worksheet

Track company financial transactions and balances with organized worksheets for ABC Company.

  • Company header section
  • Automatic SUM calculations
  • Transaction tracking
beginner.xlsx
Accounts Payable Template previewAccounting & Bookkeeping

Accounts Payable Template

Track vendor invoices and payment obligations to manage cash flow and supplier relationships.

  • Automated total calculation across all invoices
  • Date tracking for payment deadlines
  • Supplier name and invoice number organization
beginner.xlsx
Accounts Receivable Tracker previewAccounting & Bookkeeping

Accounts Receivable Tracker

Monitor customer invoices by aging buckets to prioritize collections and improve cash flow.

  • Customer invoice tracking
  • Aging period buckets (0-30, 31-60, 61-90+ days)
  • Amount columns by aging category
beginner.xlsx
Action Item Template previewTask & Productivity

Action Item Template

Track and prioritize action items with owner assignments and status ranking.

  • Action item name and description
  • Ranking and priority levels
  • Owner assignment
beginner.xlsx
Action Item Tracker previewTask & Productivity

Action Item Tracker

Track tasks and action items with assignments, dates, priorities, and completion status.

  • Completion checkbox column
  • Date tracking for due dates
  • Assignee tracking with customizable names
beginner.xlsx
Action Item Tracker previewTask & Productivity

Action Item Tracker

Track assigned tasks with completion status, dates, and priority levels in one centralized log.

  • Checkbox column for completion marking
  • Date tracking for task assignment and due dates
  • Priority level indicators (customizable symbols)
beginner.xlsx
Action Item Tracker previewTask & Productivity

Action Item Tracker

Track tasks assigned to team members with priority levels and completion status.

  • Mark tasks complete with checkboxes
  • Assign items to specific team members
  • Set priority levels for each action item
beginner.xlsx
Action Items Template previewTask & Productivity

Action Items Template

Track and manage action items by priority, owner, and deadline for teams and organizations.

  • Rank and prioritize action items
  • Assign owners for accountability
  • Track last updated dates
beginner.xlsx
Action Items Template previewTask & Productivity

Action Items Template

Track and prioritize action items by owner, rank, and priority for teams and projects.

  • Action item description column
  • Priority and rank classification
  • Owner assignment tracking
beginner.xlsx
Action List with JAM Ranking previewTask & Productivity

Action List with JAM Ranking

Prioritize tasks using the JAM method—Just Do It, Abandon, or Delegate—ranked by value and difficulty.

  • JAM ranking system (Just Do It, Abandon, Delegate)
  • Value and difficulty scoring
  • Automated ranking formula using IF, MATCH, and OR functions
beginner.xlsx
Action List with JAM Ranking previewTask & Productivity

Action List with JAM Ranking

Prioritize tasks using the JAM method—Just do it, Abandon, or Maybe—with difficulty and value scoring.

  • JAM ranking system (Just do it, Abandon, Maybe)
  • Value and difficulty scoring columns
  • Built-in IF and MATCH logic for automated ranking
beginner.xlsx
Action List with PICK Ranking previewTask & Productivity

Action List with PICK Ranking

Prioritize tasks using the PICK method to focus on highest-impact action items.

  • PICK ranking system for prioritization
  • Value and difficulty assessment columns
  • Owner and assignment tracking
beginner.xlsx
Action Plan Template previewProject Management

Action Plan Template

Structure project goals into actionable steps with timelines and ownership to drive execution.

  • Project name and goal fields
  • Action step numbering and description
  • Timeline assignment per step
beginner.xlsx
Activity Timeline Template previewProject Management

Activity Timeline Template

Track activities with start dates, end dates, and calculated duration using a simple timeline format.

  • Activity name column
  • Start date tracking
  • End date tracking
beginner.xlsx
Address Book previewRecords & Logs

Address Book

Organize and manage contact information for work and personal relationships efficiently.

  • Structured name and contact fields
  • Separate work and cell phone columns
  • Email address storage
beginner.xlsx
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