Free Excel Bookkeeping Templates

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

While templates will never be as flexible as a full software accounting packages, they are easy to use. Most spreadsheets can be designed and modified for the individual needs. Microsoft Excel is a useful tool for any small company.

We’ve written several Excel Business 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.

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.

Cash Book Spreadsheet

Our Cash Book Spreadsheet template is designed to handle bookkeeping needs for small businesses 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.

This template is used by small businesses, charities, and personal.

Budget Template (Personal or Business)

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 or Business Budget Template

Business Expenses

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

Excel Business Expense Template

Petty Cash Excel Template

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

It is designed to save you time calculating the figures; the totals can then be posted to your accounting system.

Petty Cash Excel Template

Sales Invoice

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

A full description can be added for the sale, along with quantities and price. All the totals are calculated, to ensure mistakes are not made.

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.


Pandle is a full accounting package on the cloud. It is free of charge for small businesses, but there are some features which are paid for, including automated bank feeds and extra sales invoice templates.

A free trial is available to see if it suitable for your business. It is fully GDPR compliant as per their policy.

Wave Appps

Wave Apps is also worth reviewing, but it is not GDPR compliant when it came into force.

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 with your accounting records including; balance sheet, forecasting, cash flow, sales invoices and petty cash.

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

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

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. Apache is an Open Source software that has been developed by professionals for their own use.

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