Free Excel templates to download: the complete index

Free Excel templates to download: the complete index

Here are the eighty-nine Excel templates we publish to control inventory and the daily operation of the business, arranged in twelve groups according to the problem they solve.

Each link goes to the page for that format, where the download button for the .xlsx file is: it opens in Excel, LibreOffice or Google Sheets and can be adapted to your operation. All free, with no sign-up.

If what you need is a document that is written and signed —minutes, letters, contracts, policies, reports— those are Word documents and live in the other section's index.

And if you only need inventory and warehouse control, that block has its own thematic index: Inventory Excel templates.

Stock ledger and stock cards

Each product's movement and balance, on the classic card, the valued version and the sheet ready to print.

Inventory: counting, reconciliation and control

Counting, comparing the count with the system, planning cycle counts and loading the opening inventory.

Warehouse: receipts, issues, transfers and returns

The daily warehouse documents that keep stock and paperwork aligned.

Start-up and closing kits

Multi-file packs to start the inventory and to close it with supported adjustments.

Purchasing, orders and suppliers

From the internal request to the purchase order, the receipt, the backorders and the supplier evaluation.

Food, batches and expiry

Perishable goods control, with batches, dates and expiry alerts.

Shrinkage and waste

What was lost, what it cost and who authorised it.

Cash and commercial documents

Invoice, quotation, receipt, payment voucher, delivery note and collection: the documents behind the daily operation.

Accounting, costs and assets

The books of account and the structure templates: journal, ledger, trial balance, voucher, worksheet, chart of accounts, cash book, bank book, purchase book and sales book; the tax, payroll and auxiliary books: tax, withholding, payroll, inventory and balance, third-party ledger, aged receivables, depreciation, loan amortization, provisions and debit note; the financial statements and their closing: balance sheet, cash flow statement, changes in equity, cost of production and sales, notes to the financial statements, adjusting entries, closing entries, tax reconciliation and inventory-to-ledger reconciliation; and also fixed assets and cost centres, to see where the money is spent.

Warranties and serials

What was sold with a serial number, to whom, and how long the warranty runs.

The money side: cash, receivables, pricing and results

The templates that are not about inventory, for the money side of the business: income and expenses, cash flow and its forecast, annual budget, receivables and payables, bank reconciliation, income statement, selling price with margin and break-even.

Sales, costs and people: what you sell and who runs it

The second batch: the daily sales record, targets and commissions, the customer list, product costing and cost of sales, and the people side: hours, attendance, shifts, overtime and the KPI dashboard.

Household money: budget, savings and events

What you keep at home, with no accounting jargon: what comes in, what goes out, what you set aside and what a celebration costs. All three sheets work with any currency and carry no currency symbol.

Word templates: the other index

Sixty documents that are written and signed —minutes, letters, contracts, policies, reports and personal documents—, each with its explanation and its editable file:

Before using a template

Pick the group you need, download the file and replace the sample data with your own. Check the formulas before using it in production, adjust units and taxes to your operation and ask your accountant when the format involves accounting figures. A template brings order, but the good data is the data you record every day.