Financial Templates Library

Getting your finances in order does not have to feel overwhelming. This library brings the key finance templates together in one place so you can estimate start-up costs, plan your budget, invoice correctly and keep better records as your business grows.

Before you spend: start-up costs

Use the start-up costs sheet to list the expenses you may need to cover before you launch, such as equipment, registrations, stock, insurance, marketing and professional advice. It can help you see how much money you may need before committing cash.

Download the Start-up costs sheet

Planning your budget

Use the business budget template to plan expected income, expenses and cash flow. It is a practical starting point for checking whether your pricing, spending and sales targets are realistic.

Download the Business Budget Template

Getting paid and keeping records

Use the tax invoice template to create clearer invoices and keep better payment records. If your business is registered for GST, make sure your invoices include the details required for a valid tax invoice.

Download the Tax Invoice Template

Related learning

These articles can help you use the templates in the right business context:

Accounting and Bookkeeping Software
Business Banking
Registering for GST
Operations and Service Delivery