Client Balance Tracker
Monitor client account balances and outstanding payments at a glance.
This template tracks client names alongside their current account balances, helping you identify who owes money and who has credit. It's designed for small businesses, freelancers, and service providers who need quick visibility into client financial positions. Automatically sums all balances and displays them visually through charts.
What's inside
- Client name column
- Balance tracking per client
- SUM function for total balances
- Built-in charts for balance visualization
- Easy-to-read layout for quick reference
Download this template
.xlsx · 1 sheet · included with lifetime access
More in Accounting & Bookkeeping
Accounting & Bookkeeping12 Month Cash Flow Forecast
Project monthly cash inflows and outflows to manage liquidity and plan for operating expenses.
- 12-month rolling forecast with expected vs. actual columns
- Month-by-month cash inflow and outflow tracking
- Automatic SUM calculations for cash position
Accounting & Bookkeeping12 Month Cash Flow Forecast
Project monthly cash inflows and outflows to manage liquidity and financial planning.
- 12-month rolling projection with expected vs actual columns
- Monthly period comparison structure
- Automated SUM formulas for period totals
Accounting & Bookkeeping3 Year Cash Flow Statement
Track operating, investing, and financing cash flows across three years with pre-built formulas.
- Three statement formats (3-year, yearly, 12-month)
- Pre-built SUM formulas for automatic calculations
- Color-coded input areas for easy data entry
Accounting & Bookkeeping3 Year Income Statement
Track revenue, expenses, and net income across three years to analyze financial trends and performance.
- Pre-formatted rows for revenue and expense categories
- Automatic SUM formulas for totals and subtotals
- Three-year side-by-side comparison columns