Templates

Starting points for the numbers people keep most often. Each opens as a card of your own, with sample rows to replace and questions ready to ask.

• Boat expense trackerA free boat expense tracker: slip fees, fuel, parts and repairs in one table, with charts and totals by category that update as you add receipts.
• Weekly sales reportA free weekly sales report template: sales by product and region with charts, and totals written into sentences that update when next week's numbers arrive.
• Budget vs actualA free budget vs actual template: planned and actual spend by month and category, the difference worked out, and a chart of where you went over.
• Expense reportA free expense report template: who spent what, where and why, with totals by person and category and a clear line for what needs reimbursing.
• Small business profit and lossA free profit and loss template for a small business: income and costs by month, profit worked out, and a chart of the months that made or lost money.
• Freelance income trackerA free freelance income tracker: hours, rates, invoices and payments by client, with what is still owed and your effective hourly rate worked out.
• Household budgetA free household budget template: planned and actual spending by category each month, with where you went over and what is left.
• Inventory count sheetA free inventory count template: stock on hand by item and location, what needs reordering, and the value of what is on the shelves.
• Event budgetA free event budget template: estimated and actual costs by category and vendor, what has been paid, and how far over or under you are.
• Subscription trackerA free subscription tracker: every recurring service, what it costs a month and a year, and when it renews, so nothing renews without you noticing.