Keep clear financial records with free finance and accounting templates for Microsoft Word and Excel. Start with a balance sheet template to show assets, liabilities and owner’s equity at a point in time, or use an income statement template to track revenue, expenses and net profit over a period.
For owners, boards and stakeholders, a financial report template pulls the key figures into one readable summary. For day-to-day bookkeeping, voucher templates help you record payments, receipts and expenses with a clear paper trail.
The Excel versions keep your numbers organized and make totals easy to check. The Word versions suit printed reports and presentation-ready documents. Every template is fully editable, so you can add your business name, logo, accounting period and figures. These templates give small businesses, freelancers, students and nonprofits a starting point. They do not replace advice from a qualified accountant. Open a guide below to learn what each statement includes and download the format that fits your work.
A balance sheet is a financial statement that provides a snapshot of a business's financial position at a specific point in time. It generally organizes financial information into three main categories: assets, liabilities, and owner's equity or shareholders' equity. Related templates:…
An income statement is a financial report that summarizes a business's revenue, expenses, and profit or loss over a specific period. It is one of the most commonly used financial statements because it helps business owners, managers, investors, and other stakeholders…
A voucher is a document used to record, authorize, acknowledge, or provide evidence of a transaction, payment, purchase, expense, or other activity. Businesses and organizations use different types of vouchers depending on their accounting and administrative needs. Related templates: free gift…
A financial report is a document that summarizes important financial information about a business or organization for a specific period. It can help owners, managers, investors, and other stakeholders understand revenue, expenses, profitability, assets, liabilities, cash flow, and overall financial performance.…