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Create, Edit, Save, Download Templates for Spreadsheets such as Excel. Download spreadsheets shared by others and customize them online
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Sep 10, 2024 · 6. Capital Expenditure Planning Template. Capital expenditures (CapEx) are essential for businesses looking to grow and invest in assets like equipment, technology, or infrastructure. This free CapEx Excel template simplifies the planning and tracking of capital expenditures, ensuring efficient allocation of resources.
- Jim Markus
- Business budget template. One template you’ll need is a business budget template that’ll give you a basic, yet effective overview of your company’s financials.
- Small business cashflow forecast template. Microsoft's small business cash flow forecast template helps you anticipate if your company’s cashflow will be enough to meet your financial obligations.
- Budget summary report template. This budget summary report template helps you evaluate and track your overall financial budget in relation to your competitors, regional sales, shareholder equity, and more.
- Balance sheet template. This balance sheet template is a simple, yet effective template. You can use it to track your net worth, equity, assets, and liabilities as a small business owner.
- Timeline Template
- Gantt Chart Template
- To-Do List Template
- Issue-Tracking Template
- Weekly Time-Card Template
- KPI Tracker Template
- Party Planning Template
- Portfolio Management Template
- Service Invoice Template
- Shipping Invoice Template
Time is a resource that can’t be gained back, which is why it’s essential to track it. This timeline templateby Vertex42 gives you an overview of the milestones and events that team members should be aware of.
Need something more sophisticated than a project timeline? Look no further than this Gantt chart templateby Vertex42. You can organize tasks, change dates and track the status of tasks using easy-to-master excel functions and formulas.
A big part of the solution-creating process is simply knowing what needs to get done. This to-do list templateby Vertex42 is perfect for keeping you and your team in the loop. With this template, you can add project tasks, the priority level, a due date, who’s in charge, and status updates.
Learning from mistakes is key to growth, both professionally and personally. Enter the issue-tracking template. This template allows you to keep a log of what went wrong, the priority of the issue, and the team assigned to tackle it, as well as a comment section to note any findings. Having a birdseye view of what went wrong will help you track rec...
An economical alternative to time-card software is this free template. The weekly time card by Vertex42 calculates hours per week per project, which is particularly handy for smaller businesses that need to track budgets.
This handy KPI trackerwill help you measure the things that matter for business success. The template allows you to consolidate metrics between teams and switch between a table and a graphical layout.
In charge of planning a work event? Excel can help you out. Use this party planning templateto ensure the expenses stay firmly nestled within the budget.
Use this portfolio management templateto track how much you earn from your investments. Created by a Singaporean investor and adapted to fit the US stock market, this template also has a summary section for a broad view of your portfolio.
This invoice templateis ideal for service-based businesses. It has empty fields to populate with information pertaining to the services you provide.
Save money on invoicing software with this template. With this Excel sheet, you can include shipping information, alternate addresses, product codes, and notes.
Copy and paste the data from the invoice template you downloaded into the new sheet. Keep the tab for your invoice tracker to the right of the Transactions sheet, but to the left of your monthly Income Statements. It’ll be easier to check for reference. 6. Optional—Add a sheet for projecting cash flow.
Sep 8, 2023 · Input the year-end balance sheet and income statement into your Excel template. Equity is the difference between assets and liabilities—the true value of your business. The $10,000 net income in the income statement increases equity in the year-end balance sheet. 2. Forecast future sales and costs.
May 31, 2023 · Each item should be entered into its own cell in an Excel sheet. Select the cell where you want the dropdown to appear. Click the Data tab and then the Data Validation button. In the Allow field, select List. In the source field, click the small icon and select the list of values for the dropdown. Press OK.
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Nov 21, 2023 · Excel Inventory Template: Manage and track orders made to suppliers for inventory or other business needs with QuickBooks free Excel inventory template. Budget Template: Create and monitor a budget for your small business, providing a clear overview of your planned and actual expenses. Download QuickBooks free Excel small business budget template.
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related to: how to prepare a good spreadsheet for small businessInsights & Resources to Help Your Business Grow at BofA Center for Business Empowerment. Whether You’re Starting a New Business or Running an Established One, We’re Here to Help.
