In this article, you’ll find the most comprehensive list of free, downloadable accounting templates for a variety of use cases.
Multipart articleby Andy Marker on Dec 29, 2015
Expense and receipt tracking software for teams and small business owners. Expense and receipts are stored securely with FreshBooks. Free 30-day trial. UPS SurePost ® is an economy, residential, ground service. This service combines the consistency and reliability of the UPS Ground network with final delivery typically provided by the U.S.
Included on this page, you’ll find an accounting journal template, accounts payable template, accounts receivable template, and more. Accounting Journal Template
An accounting journal is an accounting worksheet that allows you to track each of the steps of the accounting process, side by side. This accounting journal template includes each step with sections for their debits and credits, and pre-built formulas to calculate the total balances for each column.
We’ve also included links to similar accounting templates in Smartsheet, a spreadsheet-inspired work management tool that makes accounting processes even easier and more collaborative than Excel.
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When making large purchases for items like inventory, supplies, or equipment it may be necessary to do so on credit, which could result in multiple monthly payments made to different vendors or suppliers, due on different dates. Using this accounts payable template will help to keep track of what you owe to each party, and will provide a quick look at the total outstanding balances and due dates.
Accounts Receivable Template
Every company should have a process in place to manage the outstanding balances owed to them. Using this accounts receivable template will help streamline the process by providing a place for you to track the amounts due to your company and help prioritize collection efforts.
Bill To Invoice Template
For any company providing goods or services, using an invoice that looks professional and can be customized to fit your needs, is important. This simple bill template will help you get started quickly. Add your company details and payee information, provide an itemized list of the description, quantity, and price of each item you are charging for, and include directions on how your customer may remit payment.
Bill of Lading Template
A bill of lading is a document detailing how goods are being shipped from a seller to a recipient. It includes details about the items being shipped, the quantity of items included in the shipment, and the destination address. Use a bill of lading template to ensure you complete this document for each shipping transaction. This template includes a signature section that should be signed by you, then the shipping company, and finally the recipient, so that if the shipment is lost, the signature detail will help identify at what point it was lost and who was liable.
Billing Statement Template
A billing statement is helpful if you receive regular bi-monthly or monthly payments from your customers. Use this billing statement template to track customer invoices, account details, and billing status, all in one location. Additionally, this template looks professional and is customizable to match your needs.
Cash Flow Statement Template
A cash flow statement is important to provide a good picture of the inflow and outflow of cash within your company. It shows where the money came from (cash receipts) and where the money went to (cash paid). Use a cash flow statement template, in conjunction with your balance sheet and income statement, to provide a comprehensive look into the financial status of your company. This cash flow template includes two additional worksheets to track month-to-month and year-to-year cash flow.
Cash Flow Forecast Template
Creating a cash flow forecast can be helpful for managing your business’ finances. It enables you to estimate how much money your business will make and spend at any given point, and will allow you to take the appropriate steps to ensure that your cash outflow is not more than your inflow. Use a simple cash flow forecast template to get started quickly. Be sure you include all income including revenue and investments, and account for all expenses including fixed costs.
Expense Report Template
A simple expense report is helpful to keep track of business expenses for an individual, department, project, or company, and provides a quick way to document and track expense details. You can require that your team submit monthly expense reports or as the expenses are accrued. Use this expense report template to quickly input specific expense details and obtain approvals as needed.
Income Statement Template
An income statement, or profit and loss statement, provides a look into the financial performance of a company over a period of time. The statement provides a summary of the company’s revenue and expenses, along with the net income. Use this income statement template to create a single-step statement that groups all revenue and expenses, and is helpful for businesses of all sizes.
Payment Schedule Template
You will likely have multiple bills to pay in a month, to different companies and on different dates. It is important to have a way to track when specific bills are due, the amount that is due, and to whom. Use a simple payment schedule template to track these details. This payment schedule template will help you remember when each bill is due and be able to budget accordingly.
Simple Balance Sheet Template
A simple balance sheet template provides a quick snapshot of a company’s financial position, at a given moment. Use this balance sheet template to summarize the company’s assets, liabilities, and equity, and give investors an idea of the health of the company.
Travel Itinerary Template
Whenever you or your team are scheduled for business trips, it’s helpful to have a travel itinerary that lists the details for transportation, lodging, car rentals, meetings and more. Use a simple business travel itinerary template to keep all of these details in one location, and be able to share the details with important stakeholders.
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Your iPhone or iPad can help manage every aspect of your life including your finances. Gone are the days of bulky books as technology makes it easy, convenient, and efficient to manage your cash flow from apps that are designed to do it well. Of course, they are also secure and protect your private information. So go ahead and try out these best expense tracker apps for iPhone and iPad.
1. Editor’s Choice- Personal Capital Finance App
Here’s a smart way to track your personal finances and plan your future. Keep track of all your accounts in one place, including 401k, IRA, investments, stocks, and even debt, all on our dashboard. Know your real net worth and use the award-winning free tools like the Retirement Planner to sort out your finances.
Further, you can even talk to a financial advisor to work out a personalized retirement plan. It works as a professional assistant to help you work out a budget and stick to it by tracking your spending. What sets it apart is that it’s free yet gives you highly in-depth financial snapshots at a glance to manage your money with peace of mind.
Price: Free
2. Mint: Personal Finance & Money
Money management becomes simple and engaging with this leading expense tracker app for iPhone and iPad. It helps you easily track your monthly expenses and spend smarter, keeping your budget in mind.
Moreover, it gives you personalized financial advice and insights to give you a holistic view of your cash flow. Start by setting goals and then monitor all your accounts in one place. It’ll help you know everything about your spending habits, credit score, net worth, and more. Plus, it’s also available on Apple Watch, so you’re keyed into your finances on-the-go!
Price: Free
3. Expensify: Receipts & Expenses
This one’s a handy app for business and personal expense tracking. You can scan receipts, track your cash flow, and even book travel on it. It has been designed to act as a personal concierge for corporate bookings and money tracking.
It codes and submits business expenses to ease the approval process and automatically syncs with accounting software. You can even get the Expensify card to add more convenience by just swiping it whenever you need to make a payment.
Price: Free ($4.99 for Monthly Subscription)
4. Spending Tracker
If you’re looking for a simple and effective way to track your expenses on-the-go, check out this gem of an app. You can log every bit of income and expenditure you make each day to see a final cash flow report at the end of the week, month, or year.
The best part is that it’s incredibly intuitive and straightforward to understand. You don’t need to know much about finance to make the most of it. Further, you can group your spending by categories and see easy visualizations of your finances.
Price: $2.99
5. PocketGuard: Money & Budgeting
Seize control of your personal finances with this free app that’s got tools to help you manage your money, plan a budget, track expenses, and meet savings goals. Link your bank accounts & credit cards to keep tabs on everything in one place.
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Moreover, the app will show you exactly how much disposable income you have so that you never go beyond your means. You can even plan for future payments with smart bill reminders and more.
Price: Free ($4.99 for Plus)
6. XpenseTracker
XpenseTracker is another excellent option to record your expenses and track them with the utmost convenience. It features completely customizable categories, sub-categories, and payment types to make your job of recording expenses a lot easier.
Depending on your need, you can sort expenses by date, category, payment type, or client. Further, to simplify data entry, it remembers the last payment type of each category. Finally, it also offers a perfect solution to track mileage.
Price: $4.99
7. Spendee Budget and Money Tracker
Colour-coding makes everything better, and this iOS expense tracker app does just that. It offers a beautiful interface that lets you manage the little details of your cash flow while also giving you the big picture with infographics and stylish graphs.
With support for multiple currencies, it’s convenient for travelers too. Even better, Spendee also allows you to make a custom wallet for special occasions so that you can keep a tab on expenses without any hassle.
Price: Free ($2.99 for Monthly Premium)
8. Pocket Expense 6
A finance software that you can carry in your pocket is pretty incredible. Pocket Expense 6 helps you track and also understand your money. The app is clean and straightforward with nifty tools like payer and payee management, transaction search, etc.
Further, it supports multiple accounts and account types. It also provides you with daily, weekly, monthly, yearly, and overall statistics. The app also supports night mode, password protection, a complete world currency list, and backup and restores for all your data over WiFi.
Price: Free ($1.49 for Monthly Premium)
9. Wally Smart Personal Finance
Wally allows you to link all your bank accounts and track expenses automatically. It enables you to learn from your spendings across various categories like Food, Transportation, Entertainment, etc. You can also set flexible budget periods that suit your goals. And what’s even better is that Wally allows you to set a budget for each category.
Apart from having a friendly, clean interface, the app enables you to scan, upload and attach your receipts, make shopping lists to plan your spending, set reminders for payments, and even start groups with family and friends.
Price: Free ($9.99 per month for Gold)
10. Money Lover Expense Tracker
After you set up the app, it asks for your goals that you would like to achieve. Goals include track my spending, track spending with another person, budget my spending, track my savings, etc. Adding new expenses is easy and quick. The app also offers to send you a daily reminder at the time set by you. This builds a habit of adding transactions every day. It is super helpful.
With easy-to-read reports such as total expense, total income, spending by each category, or pending bills, Money Lover helps you understand where your money comes from and where it goes. Additionally, you may also connect your bank accounts and see all bank reports in one place. Apart from a ton of features, the app encrypts your data with bank-level security.
Price: Free (Money Love Plus $4.99)
11. MISA MoneyKeeper
Here’s another financial management app that will help you record your income and expenses quickly and easily. It offers you clear Income-expense analysis reports, and you are always in control. It allows you to set limits for each category so that you don’t go overboard.
Keep it write notes keep things 1 8 2. Then, it will automatically remind you when your spending exceeds the limit. You can even manage debt loans to have a holistic view of your situation. All your records are synchronized automatically between devices, ensuring that your safety and privacy.
Price: Free ($1.49 for Monthly Premium)
Manage Your Money with These Best Expense Tracker iOS Apps!
So what is your expense tracking app of choice? Share in the comments below. You might also like to check out the best money transfer apps.
You may also like to read these:
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I have been writing about tech for over 10 years now. I am passionate about helping people solve their tech problems with easy and practical solutions. At iGeeksBlog, I write and edit how-to guides and accessory reviews for all things Apple. My work has previously appeared in Live IT and Woman’s Era magazines. When not working, I love reading and traveling.
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