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Free Excel Bookkeeping Templates

Our Free Excel Bookkeeping Templates are great if you just want to handle basic bookkeeping tasks using Microsoft or a free alternative. They can be used for business or personal use.

Whilst templates will never be as flexible as a fully blown software package, they are easy to use. Most spreadsheets can be designed and modified for the individual needs. Microsoft Excel is an extremely useful tool for any small company.

We've written a number of Excel Bookkeeping Templates including petty cash, cash book, business expenses, sales invoice and balance sheet. We have made them simple and easy to use with full instructions available on the website.

If you can't find what you are looking for, drop us a message and we will see what we can do to help.

Petty Cash template

Free Excel Bookkeeping Templates

Our free template is a log designed to assist in the management of your petty cash. You can record all the money received and spent over a period of time, the balance will then be calculated.

It is designed to save you time calculating the figures and allows the expenses to allocated to different categories,the figures can then be posted to your accounting system.

Petty Cash Guide  Petty Cash Template Download

Business Expenses

Free Excel Bookkeeping Templates

Most businesses can claim back expenses even if you are self-employed, we have created two templates one for VAT and one non-VAT. All the calculations are completed for you once the figures are posted.

The rules for claiming expenses can be complicated so we have put together a guide explaining what you can claim.

Expense Guide  Excel Expense Template Download

Cash Book Spreadsheet

The template is designed to handle bookkeeping needs for a small business and charities. It has been developed for ease of use but still allowing a company to adapt it to their requirements. It helps you with your monthly and year-end figures for the Inland Revenue and gives you all the tools you need to manage your small company accounts. It is not suitable for recording invoices and VAT but is ideal for taking your bank statement and producing the reports.

The template is being used by small businesses, charities and personal use.

Excel Cash Book Template Example

Sales Invoice Template

Our sales invoice template is easy to use. The template can be saved with your logo and details, so every time you want to produce a sales invoice it is ready with your branding.

Details of the sale can be included in the description, along with quantities and price. All the totals are calculated, to ensure mistakes are not made.

Sales Invoice

Personal or Business Budget and Finance

Personal Budget Template
Our Free Excel personal budget and finance spreadsheet will enable you to set a budget and keep track of spending during the year. It can be used for either personal or business use. The budget is set on one page and can be adjusted during the year if your circumstances change. By entering your bank transactions you will then be able to see the differences between your budget and actual figures.

This is a useful template if finances are tight or you want to make some savings.

Personal Budget Template

Balance Sheet Template

A simple spreadsheet to assist you in the layout of your balance sheet. If you run a limited company then a balance sheet is a legal requirement for submitting your accounts, but your accountant will produce it for you.

Balance Sheet Template

Free Bookkeeping Software

There are some free bookkeeping software packages available on the internet. Most of the packages we have viewed are either complicated, only offer a free trial or as your business grows it will not be suitable.

Cash Book Pro

Developed by an accounting practice, it is a useful tool providing you with a simple system. It's an ideal upgrade from a paper-based system without going to the complexity of a full accounting software package.

Visit the Yorkshire Accountancy website.

What are the alternatives to Free Excel Bookkeeping Templates?

There are many websites which offer free bookkeeping downloads for Microsoft Excel templates, or you could design your own. Excel templates can assist you in your accounting records including; balance sheet, forecasting, cash flow, sales invoices and petty cash.

Accounting software packages

Instead of limiting yourself to using Microsoft Excel, most businesses will benefit from having a fully developed software package. Traditionally, these have been expensive and difficult to use but over the past few years, the software has become cheaper and easier to use.

Cloud accounting software - Online accounts software

Cloud accounting software is also becoming very popular as it allows people to access the accounts from anywhere. There are a few advantages over purchasing a product.

  • No upfront costs, just a monthly fee
  • You can access you accounts from anywhere with internet access by using the cloud
  • No space required on your own computer for a software package
  • You can give other people access to the data, this may be useful for your accountant or bookkeeper
  • Suppliers normally provide a free trial, so you can try before you buy

Free Excel Bookkeeping Templates - Find out more

We have also written other free Excel accounting templates to assist your business. These include; bank reconciliation, petty cash, balance sheet, cash receipts and a stock control record card.

Find out more about free bookkeeping software.

Alternatives to Excel

If you do not have Excel there is an alternative that can be used, we recommend Apache Open Office. It is free to download and use, most of the features are similar to Microsoft products.

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