Save hours of manual work with our automated management accounts templates that transform your trial balance downloaded from your accounting system (Sage etc) into professional financial reports instantly. These Excel templates use built in automation to generate income/expenditure statements with budget comparisons, and balance sheets, at the click of a button.
Here are our two offerings:
1) Single Unit or Department Management Accounts
Simply download or copy the Trial Balance from your Accounting system (eg. Sage) into your Excel spreadsheet and then produce an Income & Expenditure Account along with Budget comparatives and a Balance Sheet at the click of a button. Extremely flexible and highly automated. Simply follow the brief instructions to adapt your template to suit your needs.
2) Multiple Units Management Accounts
We also have on offer a consolidation template that consolidates units or departments even if they are in different formats – not easily accessible even after extensive searches on the internet.
Both our Management Accounts templates are now being offered for just £30.
Finally, have a look at ‘restricted’ versions of our Management Accounts templates by clicking on the Download Free Spreadsheet button below to get a good feel for each of our templates. Try it now and send us your feedback. If you have any problems, please let us know and we will do our best to sort out the problems.
On clicking the Download FREE Spreadsheet button, an email will be sent to you with the restricted template attached. Please note that it may take some time for the email to appear in your email Inbox.
Our macros are entirely safe and secure so please ignore messages that warn of risks to the security of your files from running our macros.
Scroll down to buy the editable version of this worksheet, which is without restrictions and passwords, allowing you to freely view and change the code etc, to meet your own requirements.
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At Accountancy Templates, we are constantly looking to update and improve our templates. These changes will always be in the unlocked versions of our templates, but not necessarily in the free download version. For a modest fee you can get the password-free version of the most up-to-date templates.
Please contact us if you have any questions or if you would like this template adapted to suit your own needs.We do require your email address in order to send the link to your free worksheet, and it would be good to use your name in a personal thank you. Our privacy policy is your assurance that any personal information is safe with us.