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21 Free Templates

Free Business Finance Templates for Excel & Google Sheets

Financial statements, bookkeeping, expense tracking, and business planning tools.

About These Business Finance Templates

Financial statements, bookkeeping, expense tracking, and business planning tools. Each template includes a dashboard with key metrics, formula-driven calculations, and realistic sample data. Download any template instantly - they work in Microsoft Excel, Google Sheets, and LibreOffice Calc with no setup required.

21 templates Ready to download
100% free No signup needed
Excel & Sheets Dual compatible
Formula-driven Auto-calculations

All Business Finance Templates

Cash Flow Statement

Cash Flow Statement

Single-period cash-in and cash-out for a small business.

Profit & Loss Projection

Profit & Loss Projection

Projected revenue and expenses for a single period with variance.

Sales Forecast

Sales Forecast

Month-by-month sales projection across product or service lines.

Startup Costs

Startup Costs

One-time and monthly-recurring costs to launch a new business.

Business Plan Workbook

Business Plan Workbook

Structured outline of a business plan - fill in the narrative for each section.

Depreciation Schedule

Depreciation Schedule

Straight-line depreciation schedule for up to 10 fixed assets.

Petty Cash Log

Petty Cash Log

Dated log of petty-cash disbursements with running balance.

Expense Report

Expense Report

Employee expense-report form with date, category, and amount per line.

Mileage Tracking Log

Mileage Tracking Log

Business mileage log with date, purpose, and miles (IRS-deduction ready).

Rental Property Cashflow

Rental Property Cashflow

Monthly income and expense on a single rental property.

Small Business Bookkeeping

Small Business Bookkeeping

Dated income and expense ledger for a small business.

Etsy Seller Spreadsheet

Etsy Seller Spreadsheet

Order log with product, sale price, fees, and net revenue.

Airbnb Rental Tracker

Airbnb Rental Tracker

Booking log for a single short-term-rental property with net income per stay.

Freelancer Finance Tracker

Freelancer Finance Tracker

Projects, clients, and revenue - the freelancer’s financial dashboard.

Price List Template

Price List Template

Product and service price list with category, regular price, and sale price.

Accounts Receivable Tracker

Accounts Receivable Tracker

Customers owing you money - invoice, amount, and age.

Accounts Payable Tracker

Accounts Payable Tracker

Bills you owe - vendor, amount, and due date.

Project Budget

Project Budget

Single-project cost tracking with planned vs actual for each line item.

Balance Sheet

Balance Sheet

Assets, liabilities, and equity as of a single date.

Break-Even Analysis

Break-Even Analysis

How many units must you sell to cover fixed and variable costs?

Business Budget

Business Budget

Monthly operating budget for a small business covering major spend categories.

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