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The following templates can be used to track and to forecast your business success. Fill them out with data and information about your own business. You can also review the example content provided below to get a sense for how the forms should be populated.

You will find templates and sample data available in a variety of applicable formats, including Microsoft Excel and Word (.docx and .xlsx), Apache OpenOffice text document and spreadsheet (.ods and .odt) and PDF and rich text (.pdf and .rtf).

Business Templates
Microsoft
Word (.docx)
Microsoft
Excel
(.xlsx)
OpenOffice
Spreadsheet (.ods)
OpenOffice
Text
(.odt)
Adobe
PDF
(.pdf)
Rich
Text
(.rtf)
Accounts Payable
Track amounts you owe to vendors or suppliers for services or goods you bought using credit.
xlsx ods pdf
Accounts Receivable
Track payments that other people or businesses owe to your company.
xlsx ods pdf
Balance Sheet
Get a snapshot of your business’s financial situation within a specific time period.
xlsx ods
Break-Even Analysis
Determine the point at which your profit equals the investment and cost for a particular product or service.
xlsx ods
Budget Worksheet
Plan and track when and how you earn and spend money.
xlsx ods pdf
Business Plan
Create an in-depth roadmap for your company to help you plan for the future. Learn how to get started by watching Create a Business Plan in 4 Simple Steps. View video
docx rtf
Shortened Business Plan
Create a basic roadmap for your company to help you plan for the future.
docx rtf
Cash Flow Analysis
Project how much money will come into and leave your business in the future.
xlsx ods
Cash Flow Statement
Record the amount of cash and cash equivalents coming into, and going out of, your business.
xlsx ods
Customer List
Keep track of the people or companies you do business with.
xlsx ods pdf
Invoice
Record the amount owed to you by a customer for products or services provided.
xlsx ods pdf
Profit and Loss Statement
See a summary of your business’s revenue, costs and expenses during a given period.
xlsx ods
Purchase Order
Record details of items you agree to purchase from a supplier at a certain price point to confirm the order before the purchase has been made.
xlsx ods pdf
Sales Forecast
Project your sales for up to 12 months into the future.
xlsx ods
SWOT Analysis
Identify your business’s strengths, weaknesses, opportunities and threats.
docx odt pdf rtf
Vendor List
Organize all of the contact information for vendors you rely on to do business.
xlsx ods pdf
Sample Business Data
Microsoft
Office
(.docx)
Microsoft
Excel
(.xlsx)
OpenOffice
Spreadsheet
(.ods)
OpenOffice
Text
(.odt)
Rich
Text
(.rtf)
Accounts Payable
Track amounts you owe to vendors or suppliers for services or goods you bought using credit.
xlsx ods
Accounts Receivable
Track payments that other people or businesses owe to your company.
xlsx ods
Balance Sheet
Get a snapshot of your business’s financial situation within a specific time period.
xlsx ods
Break-Even Analysis
Determine the point at which your profit equals the investment and cost for a particular product or service.
xlsx ods
Budget Worksheet
Plan and track when and how you earn and spend money.
xlsx ods
Business Plan
Create an in-depth roadmap for your company to help you plan for the future.
docx odt rtf
Cash Flow Analysis
Project how much money will come into and leave your business in the future.
xlsx ods
Cash Flow Statement
Record the amount of cash and cash equivalents coming into, and going out of, your business.
xlsx ods
Invoice
Record the amount owed to you by a customer for products or services provided.
xlsx ods
Profit and Loss Statement
See a summary of your business’s revenue, costs and expenses during a given period.
xlsx ods
Purchase Order
Record details of items you agree to purchase from a supplier at a certain price point to confirm the order before the purchase has been made.
xlsx ods
Sales Forecast
Project your sales for up to 12 months into the future.
xlsx ods
SWOT Analysis
Identify your business’s strengths, weaknesses, opportunities and threats.
docx odt rtf

Disclaimer: No Legal Advice Intended
This site provides general information related to creating and running a business. The content of this site is for informational purposes only and not for the purpose of providing legal or tax advice or opinions. The contents of this site, and the viewing of the information on this site, should not be construed as, and should not be relied upon for, legal or tax advice in any particular circumstance or fact situation. No action should be taken in reliance on the information contained on this site, and Visa Inc. disclaims all liability in respect to actions taken or not taken based on any or all of the contents of this site to the fullest extent permitted by law. You should contact an attorney to obtain advice with respect to any particular legal or tax issue or problem, including those relating to your current or potential business.

The contents of this site have been developed for a U.S. audience.