Home > Excel Business Solutions > Business Finance > Financial Accounting > Accounting Templates Share

Accounting Templates

Excel accounting templates for financial accounting


Excel Accounting Templates

(Recommended)
Rate this solution:
(4/5 from 3 votes)
Accounting Templates screenshot
Accounting Templates for Excel are designed specifically for small and home based businesses to simplify the process of creating standard and accurate financial accounts.   The Excel accounting templates provide a simple and effective cash basis business accounting with ease of use and interpretation by minimizing input requirements. Only an account selection and the total received or paid for a transaction is required as input. Each transaction is associated with a month range and the transaction date can be included along with any other notes in the transaction comments area.

Accounting Templates for Excel allow for quick setup of accounts and any associated sales tax components (e.g. VAT) for both income and expense accounts and calculates totals by month, quarter and year. Income, expense and profit totals by month are calculated and displayed graphically for analysis.

Once accounts are setup, income and expense item transactions are added directly from drop down lists reflecting the set up accounts. A comment column allows additional details to be optionally added for each transaction. From the selected account details any tax item to be applied is identified and income or expense and tax components of the total received or paid are automatically  calculated.

Income and expense lines can be continued across following months and quarters to provide easily identified consistent accounts across months to ensure all transactions have been recorded. Standard spreadsheet functions can be included as input values for repeating inputs including account, comments, received and paid values. This allows a single input to be reused and reflected in following months. Income, expense and profit values for each month are calculated and plotted on the income and expense by month chart. This excludes any tax components and provides a clear indicator of business performance and trends over time.

Accounting Templates for Excel are compatible with all versions of Excel including Excel for Mac and OpenOffice for all operating platforms.

Get It

(Pricing is available on the next page)
(Updated on 2023-11-01)

Related Excel Solutions for Accounting Templates

Financial ReportingFinancial Accounting  General LedgerFinancial Accounting  Accounts Receivable TemplateFinancial Accounting  Financial Ratio TemplatesFinancial Accounting  Accounting TrainingFinancial Accounting  Web Reporting ToolPresentation and Reporting  Productivity Tools Add-insTime Saving

Share your thoughts and opinion with other users: Create Review

Browse Main Excel Solution Categories

Business Finance Financial Markets Operations Management Excel Productivity

Additional Excel business solutions are categorized as and the . Further solutions proposed for specific user requirements can be either found in the Excel Help Forum.