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Finance templates are like an outline that allows you to complete common financial forms without having to create the same information every time. Templates help you save time and reduce effort by allowing you to create your document by simply plugging in your data without the need to create the entire document every time.

You can use a finance template for any financial document that you use frequently. Some common uses for templates include financial statements, such as your income statement, balance sheet and cash flow statement. You can also use finance templates to create budgets and track your stock portfolios and monthly expenses.

All businesses need to maintain financial documents for administrative and regulatory reasons. Many of these documents contain the same information every week, month or year with only the specific data changing. Creating templates makes it possible to quickly produce financial documents by plugging in the updated data. This saves your business time and effort and reduces errors.