TemplateAtlasThe TemplateAtlas catalog
Financial Documents
In this collection
108 templates
Guest Stay Receipt
Reconcile room nights, extra charges, and payments for an individual stay.
Hourly Invoice
Record billable time and any separate minimum or fixed charge.
Household Budget
Allocate household spending by category and compare it with actual payments.
HVAC Invoice
Tie diagnostic labor and installed parts to a serviced unit.
Income Statement
Enter revenue and expense totals for comparable reporting periods to calculate net income.
Independent Contractor Invoice
Reference the contract milestone and document materials billed at cost.
Investment Holdings Tracker
Compare a holding’s entered market value with its cost basis. Prices are manual inputs, with no live market feed.
Invoice
Bill a client for work and materials. Edit the blue cells, including the sample tax rate.
Landscaping Invoice
Invoice by property and distinguish grounds labor from bulk material.
Money Management Practice
Build a spending plan with a small sample budget before replacing it with your own figures.
Monthly Expenses
Track recurring bills and one-time costs against monthly spending limits.
Multi Step Income Statement
Show gross profit, operating income, and income after nonoperating items and taxes.
Musician Invoice
Show the contracted engagement, rehearsal time, and performance fee separately.
Nonprofit Budget
Plan restricted and unrestricted spending by program and note differences from budget.
Nonprofit Activity Statement
Compare support, program costs, and change in net assets using records for the same period.
Painting Invoice
Itemize surface preparation, labor, and coating supplies by area.
Pay Stub Reconciliation
Reconcile your personal pay record against the employer-issued statement. Enter confirmed deduction amounts.
Invoice Payment Receipt
Show which invoice received the payment and whether any balance remains.
Payment Schedule Template
Record installments and calculate each unpaid balance.
Payroll Ledger
Record completed payroll entries using the verified payroll provider’s amounts.
Payroll Summary Report
Summarize verified payroll by department and compare total employer cost with gross wages.
Payroll Calculation Worksheet
Enter approved regular and overtime rates, hours, and withholdings from your payroll process. Rates and legal requirements vary.
Personal Balance Sheet
Compare household assets and debts at two dates to calculate net worth.
Personal Budget Spreadsheet
Track a spending plan against actual costs and identify a next action.