Financial Documents and Spreadsheet Templates

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Financial templates are documents that are pre- formatted to make financial projection, financial task and financial management decisions easier and faster, as such they are very important and widely used. By using financial templates, you save time and effort, which allows you to do automatic calculations and to focus more on the details.

How to use financial templates?

Whether the document you want to make is used in a business setting or private setting, finance is important to everyone and must be manage properly especially when making decisions about the future. Financial templates are one way to perform financial management personally and professionally. Businesses and individuals use financial templates for lots of reasons, ranging from simple day-to-day use to more complex situations. Financial documents are in most of the times, quite time consuming and require certain knowledge to prepare them. Hence pre-design finance templates are a great resource when dealing with your finances. Simple finance templates are usually prepared in Microsoft Excel, Word, PowerPoint, Google Sheets, etc. Free finance templates help to make your task easier instead of having to prepared the documents from scratch. Some examples of financial templates are:

  • Income Statements
  • Balance Sheets
  • Expense Budgets
  • Annuity Investment Calculators
  • Net Worth Summary
  • Simple Loan Calculator
  • Home Loan Comparison 
  • Expense Calculator
  • Mortgage Calculator
  • Simple Monthly Budget
  • Personal Budget
  • Assets Inventory
  • Simple Cash Flow
  • Petty Cash Management
  • Student Loan Budget
  • Investment Tracker
  • Mortgage Payment Calculator
  • Rent Payment Calculator
  • Bill Paid Tracker
  • Credit Card Calculator
  • Bank Reconciliation
  • Gifts & Donation Tracker
  • Vehicle Loan Payment 
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  • Financial Templates are known as pre-formatted sheets design to make the creation of financial documents simpler. Some advantages of using pre-prepared financial templates are listed below:

    • Saves valuable time of having to prepare document from scratch.
    • Decrease the work-load and stress of having to prepare document from scratch. 
    • Helps to prevent and eliminate mistakes as financial templates are usually prepared by professionals with financial knowledge and qualifications.
    • Financial templates may be pre-built and link, hence inputting data into one sheet can automatically fill up another related sheet which allows for the flow of data eg. expenses can be linked to the income statement.
    • Makes it easier to understand for an individual that do not have much experience with preparing accounting or financial documents as documents are well labelled and layout.
    • It helps to simplifies financial planning and financial goals.
    • It helps to save cost as instead of paying someone with the skills and qualification to prepare any financial document as needed it can be downloaded for free or at a minimal cost.
    • It gives a professional presentation, well lay-out and organized as it is prepared mostly by professionals.
    • Some templates may need to follow certain accounting standards or formats and will be easier and more accurate with certain formulas which an ordinary person might have knowledge of. 
  • How do I create a financial documents or spreadsheet?

    Easily and quickly and create your financial and accounting documents compatible with Word and Excel. All the business templates you need to plan, organize and manage every accounting aspect of your business. These quality examples are fully editable. They are easy to save and print. When you are are start-up these examples are a perfect starting point before switching to an accounting application due to their flexibility. 

    Check out our selection of professional Finance and Accounting related templates in Excel and Word.

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