F
Finance & Accounting
Templates for financial documents such as invoices, receipts, budgets, and statements used by businesses and individuals.
62 Templates
DocumentDOCX
A simple invoice template for freelancers and small businesses to bill clients for goods or services.
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Template to provide proof of purchase to customers after a sale, including itemized breakdown and payment method.
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Track monthly income and expenses with categorized budgeting fields for personal or household use.
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Summarize income, expenses, assets, and liabilities over a fiscal year for businesses or individuals.
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Track income and expenses over a specific period to calculate net profit or loss.
DocumentDOCX
A snapshot of a company's financial position showing assets, liabilities, and equity.
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Monitor cash inflows and outflows across operations, investments, and financing activities.
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Log and categorize business or personal expenses, often used for reimbursement or tax purposes.
DocumentDOCX
Invoice template that includes detailed tax calculations such as VAT or sales tax.
DocumentDOCX
Designed for businesses billing clients on a recurring basis, such as subscriptions or retainers.
DocumentDOCX
Summarizes transactions and balances for a client over a period of time.
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Record and track small, miscellaneous business expenditures using petty cash.
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Plan income and expenses for a business across various departments and categories.
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Document showing employee compensation, including gross pay, deductions, and net pay.
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Track deductible business expenses for easier tax filing and documentation.
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Provide donors with formal receipts for charitable contributions for tax or record purposes.
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Summarize loan details including principal, interest rate, repayment terms, and due dates.
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Schedule showing loan repayment amounts, interest, and remaining balances over time.
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Track invoices received and payments made to suppliers or service providers.
Freelance Time and Billing Sheet
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Log hours worked and automatically calculate billing totals for freelancers.
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Track business travel mileage for tax deductions or company reimbursement.
Accounts Receivable Aging Report
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Track overdue invoices and categorize them by aging periods to manage collections.
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Monitor outstanding bills and vendor payments to manage cash flow.
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Checklist to help individuals and businesses gather documents for tax filing.
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Forecast revenue, expenses, and cash flow for startups seeking funding or planning growth.
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Invoice including due dates, early payment discounts, and late payment penalties.
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Basic budgeting tool to manage personal income and expenses monthly.
DocumentDOCX
Summarizes all major financial figures for a business or individual over a calendar year.
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Track debits and credits across accounts for accurate bookkeeping.
Invoice with Purchase Order Reference
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Invoice format that includes space for referencing the client’s purchase order number.
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Visual dashboard summarizing key financial indicators like profit margins and ROI.
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Track and calculate the value of stock for accounting and tax reporting.
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Summarizes all donations received over a period for nonprofits to report to donors.
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Bill clients based on hours worked with itemized task and rate breakdowns.
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Form for employees to request reimbursement of business-related expenses.
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Monitor investment performance across multiple assets and accounts.
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Break down total revenue and compare monthly performance.
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Summary of key financial data and analysis for quarterly planning or board reporting.
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Provide cost estimates to clients before project or service delivery.
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List all charges, payments, and outstanding balances over a billing cycle.
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Issue a credit to customers for returns, overpayments, or discounts.
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Track multiple income sources and monitor earnings over time.
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Manage and track recurring subscription income or expenses.
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Forecast future revenue, costs, and net income for financial planning.
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Summarize an individual’s or household’s assets and liabilities to calculate net worth.
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Formal reminder to clients about upcoming or overdue payments.
Small Business Income Statement
DocumentDOCX
Simplified income statement format for small businesses to track profits and losses.
SpreadsheetXLSX
A standard invoice spreadsheet for billing clients, including itemized lists, prices, and payment terms.
SpreadsheetXLSX
Tracks business expenses with categories, amounts, dates, and approval fields for reimbursement processing.
SpreadsheetXLSX
Helps plan and monitor budgets by listing income and expenses with automatic calculation of variances.
SpreadsheetXLSX
Summarizes a company’s assets, liabilities, and equity at a specific point in time for financial overview.
SpreadsheetXLSX
Shows company revenue and expenses over a period to calculate net profit or loss.
SpreadsheetXLSX
Tracks cash inflows and outflows to monitor liquidity over time.
SpreadsheetXLSX
Estimates future cash inflows and outflows to predict budget needs and financial stability.
SpreadsheetXLSX
Keeps record of outstanding invoices owed by customers with due dates and payment status.
SpreadsheetXLSX
Monitors money owed to suppliers with amounts due and payment schedules.
SpreadsheetXLSX
Visualizes key financial metrics and KPIs in charts and tables for quick performance review.
SpreadsheetXLSX
Matches the company’s accounting records with bank statements to ensure accuracy.
SpreadsheetXLSX
Calculates asset depreciation over time for accounting and tax purposes.
SpreadsheetXLSX
Calculates employee payroll including gross, taxes, and net pay based on hours or salary.
SpreadsheetXLSX
Helps estimate taxes owed by listing income, deductions, and tax rates for liability calculation.
SpreadsheetXLSX
Breaks down loan repayment schedule with principal, interest, and balance by period.