Klariti offers free business templates as well as professional spreadsheets for your small business.
Save time creating templates from scratch by downloading these Excel spreadsheets today. Use these high quality templates to improve the image of your business, and deliver beautiful looking documents to your clients. The templates are easy to use, require no installation files or macros, and work on all versions of MS Excel.
Accounting
Proposal
Small Business
Software Testing
Accounting Templates
Excel Template – Cash Flow Forecast (With Conditional Formatting)
Use this Excel Cash Flow Forecast template to record how much money is going in and out of your business.
What is a Cash Flow Forecast?
A Cash Flow Forecast is a forecast of how much money you expect to bring in and pay out over a period time, typically 12 months.
Sample data, instructions, sparklines, conditional formatting, make this royalty free template a must-have for your business.
Download: Cashflow Forecast
Excel Template – Balance Sheet Projected
Download this excel balance sheet template to project your annual earnings.
Download: Balance Sheet Projected Template
Excel Template – 5 Year Balance Sheet
5-year balance sheet forecast. Download this free excel balance sheet template to forecast your anticipated assets, liabilities, and equity over the next five years.
These 5-Year balance sheet spreadsheets will help you calculate profit and loss, view your balance sheet and cash flow and more.
Download: Balance Sheet Template
Excel Template – Aging of Accounts Receivable
Use this Accounts Receivable – Aging excel spreadsheet to track invoices and accounts receivable.
Download: Accounts Payable – Aging
Excel Template – Auto Travel Expense Tracker
Looking for a simple-to-use Auto Expense report spreadsheet to track your car mileage?
Go no further, grasshopper! Track your auto expenses in this excel template.
Auto Travel Expense Tracker with conditional text and chart
Auto Travel Expense Tracker with blue and green gradient conditional text and column chart
Download Excel template: Auto Expense Travel Report
Excel Template – Balance Sheet Forecast
Do you know how to project your balance sheet?
Download this excel balance sheet template to forecast your anticipated assets, liabilities, and equity and compare them with historical values.
Balance Sheet Forecast with automatic number calculations
Download Excel template: Balance Sheet Forecast
Excel Template – Annual Expense Report
Log business trip expenses in this easy-to-modify excel report template with 7 different layouts. Calculate phone, mileage, and other expenses by category.
Download: Annual Expense Report
Excel Template – Accounts Payments Aging Report
Use this Accounts Payable (Aging) excel spreadsheet to categorize payables to suppliers based on time buckets. The report is typically set up with 30-day time buckets. Track invoices and accounts receivable with this accounts payment template.
Download: Accounts Payable – Aging
Excel Template – Cash Flow for 12 Months (With Conditional Formatting)
Use this Excel template to analyze your cash flow for the past twelve months.
Sample data, instructions, sparklines, conditional formatting, make this royalty free template a must-have for your business.
Download: Cashflow – 12 Month Excel template
Excel Template – Monochrome Pie Charts
Download: Excel Pie Chart Template – Monochrome
File format: Excel-Pie-Chart-Template-Monochrome.xlsx
Excel Template – Blue Pie Charts
Download: Excel Pie Chart Template – Blue Theme
File format: Excel-Pie-Chart-Template-Blue-Theme.xlsx
Excel Template – Doughnut Charts
Download: Excel Doughnut Chart Template
File format: Excel-Doughnut-Chart-Template.xlsx
How to use the Excel template
- Enter values in each of the cells.
- Right-click on the chart.
- Refresh the data.
Excel Template – Customer Referrals
Use this Excel template to track customer referrals.
Download: Customer Referrals
File format: Excel.xlsx
Excel Template – Ratings Chart
Download: Excel Ratings Template
File format: Excel-Ratings-Template.xlsx
Excel Template – Traffic Lights Chart
Use this Excel template to create traffic light charts.
Download: Excel Traffic Lights Template
File format: Excel-Traffic-Lights-Template.xlsx
Business Proposal Development</>
RFP Bidder’s Cost Matrix
In this Excel template, RFP Bidders can describe the costs involved when replying to an RFP.
Based on information provided in the template, and in the Scope of Work, Bidders can provide the costs required to successfully meet the RFP requirements. Use this template if you are publishing an RFP, and want to make sure the costs are clearly broken down for the evaluation team. Likewise, as a responder, you can use this to structure the financial costs, rates, expenses, and the price of the base system.
Download: RFP Bidder’s Cost Proposal Form – excel template
File format: Excel .xlsx
Small Business
Excel Template – Employee Expense Report
Use this Excel template to track your employee’s business expenses.
Download: Expense Report
File format: Excel.xlsx
Software Testing
Change Register Template
Download the Change Register templates (Excel/Word) to help your Software Testers capture change management items and improve the quality of their QA documentation.
Learn more about these Software Testing template here
Use the filters and conditional text to update the status of the log.
Learn more about these Software Testing template here
File Format
This template is available in the following formats: MS Excel – .xlsx
Learn more about these Software Testing template here
This template is part of the Software Testing Template pack. This set of QA templates is comprised of the following spreadsheets and forms.