Template library
1,658 templates.
Budgeting & Expense ManagementFilm Budget
Track production costs across shoots, posts, and categories with automatic cost totals.
- Shoots vs. Posts expense breakdown
- Category-based cost organization
- Duration tracking
Invoicing & BillingFinal Invoice Template with Product List Management
A comprehensive invoicing template that combines invoice generation with product catalog management and tax/discount configuration.
- Invoice template with customer details
- Product list with auto-generated product IDs
- Dynamic pricing and storage location tracking
Invoicing & BillingFinance Accounts Payable Dashboard Template
Comprehensive accounts payable management tool tracking invoices, vendor payments, and outstanding balances with automated calculations and performance dashboards.
- Automated invoice amount calculations using SUMIF formulas
- Real-time dashboard with total invoice summaries
- Vendor management database with contact information
Accounting & BookkeepingFinance Audit Status Tracker Template
Comprehensive template for tracking and monitoring financial audit activities, types, scopes, teams, and completion status with visual charts.
- Multi-sheet organization (Tracker, Chart Support, Audit Log, Setup)
- VLOOKUP formulas for data consistency
- COUNTIF functions for audit type analysis
Budgeting & Expense ManagementFinance Budget Planner Template
A comprehensive business finance budget planning tool for tracking income and expenses throughout the year with category organization and financial analysis.
- Income and expense logging sheets
- Customizable income and expense categories
- Financial charts and visualizations
Accounting & BookkeepingFinance Cash Flow Analysis Template
Multi-year cash flow tracking template with monthly balance analysis and automated calculations across 2024-2026.
- Monthly cash tracking columns (Jan-Dec)
- Automated balance calculations
- Multi-year sheets (2024, 2025, 2026)
Business Planning & StrategyFinance Control Effectiveness Plan Template
A comprehensive template for designing and implementing financial control strategies to strengthen organizational financial governance and risk management.
- Control Objectives tracking
- Aspect and Description documentation
- Plan Details section with preparation metadata
Personal Finance & LoansFinance Credit Exposure Analysis Template
Comprehensive credit risk assessment tool that tracks customer credit limits, payment history, and calculates exposure percentages to identify high-risk accounts.
- Customer credit limit management
- Payment date and amount tracking
- Automatic exposure percentage calculation
Accounting & BookkeepingFinance 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
Accounting & BookkeepingFinance 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
Time TrackingFinance Employee Timesheet Management Template
Track employee hours, attendance, and payroll data with automated time calculations and employee records.
- Automated time-in/out logging with lunch break tracking
- Employee ID generation and details database
- Work hours calculation with IF and formula automation
Budgeting & Expense ManagementFinance Expense Analysis and Budgeting Template
Track budgeted vs. actual expenses by category with variance analysis and monthly breakdowns.
- Budget vs. actual comparison by category
- Variance amount and percentage calculations
- Monthly expense breakdown by year
Data Analysis & VisualizationFinance Graph Template
A financial performance visualization template that displays revenue, expenses, profit, and gross margin metrics across months using charts and formulas.
- Month-by-month financial data tracking
- Revenue and expense columns
- Automatic profit calculation using IF formulas
Personal Finance & LoansFinance Investment Template
Track and analyze investment portfolio performance with ROI calculations and asset valuations.
- Investment log with date and asset details
- Current value vs. invested amount tracking
- ROI and return percentage calculations
Personal Finance & LoansFinance Loan Amortization Schedule Template
Comprehensive loan amortization schedule template for tracking loan payments, interest, and principal reduction over time.
- Automated payment calculations
- Interest rate application
- Principal reduction tracking
Personal Finance & LoansFinance Loan Template
A comprehensive loan management spreadsheet for tracking loan details, debtor information, and payment schedules.
- Automated loan agreement number generation
- Payment schedule with date and amount tracking
- Principal and interest payment separation
Invoicing & BillingFinance Payment Schedule Planner Template
Track and manage vendor payments with a comprehensive payment schedule planner that organizes invoices, due dates, and payment methods by month.
- Vendor and invoice tracking
- Invoice date and due date recording
- Payment method organization
Project ManagementFinance Planning Gantt Chart
Track financial projects with timeline visualizations, supervisor assignments, and budget monitoring.
- Visual timeline with start and end dates
- Task-level progress indicators
- Supervisor assignment column
Project ManagementFinance Planning Gantt Chart
Track financial projects with timelines, supervisors, budgets, and progress tracking in one visual Gantt view.
- Visual timeline Gantt chart layout
- Task start and end date scheduling
- Supervisor/owner assignment per task
Business Planning & StrategyFinance Risk and Control Matrix Template
A structured template for identifying, assessing, and controlling financial risks across key business processes.
- Risk category scoring system
- Automated average calculations
- Risk rating classifications (Low/Medium/High)
Accounting & BookkeepingFinance Vendor Statement Reconciliation Template
Reconcile vendor statements by tracking reconciliation status, comparing discrepancies, and managing vendor contact information.
- Reconciliation status tracking (Reconciled/Discrepancy)
- Automated counting of reconciled items and discrepancies via COUNTIF
- Vendor contact database with name, email, phone, and address
Accounting & BookkeepingFinancial Cash Flow Analysis with Debt & Tax Scenarios
Calculate present value of cash flows under subsidized and unsubsidized debt with tax considerations.
- Subsidized vs unsubsidized debt comparison
- After-tax cash flow calculations
- Cost of debt and tax rate inputs
Business Planning & StrategyFinancial Compliance Historical Data Analysis Template
Track and analyze historical financial compliance data across regulatory areas with status monitoring, issue identification, and action tracking.
- Compliance status categorization (Compliant/Non-Compliant)
- Regulation reference linking and tracking
- Issues identification and documentation
Records & LogsFinancial Compliance Historical Data Analysis Template
Track and analyze financial compliance data across multiple regulatory areas with historical records, status monitoring, and responsible party assignment.
- Compliance area tracking
- Regulation reference documentation
- Status monitoring (Compliant/Non-Compliant)