Create & Manage
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AI Document Creation
Create polished, ready-to-send documents with AI in seconds
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AI Data Extraction
Extract key information from documents quickly and accurately
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Drag & Drop Agreement Builder
Build professional agreements quickly with an intuitive drag-and-drop editor
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Custom Branding & Themes
Customize agreements with your brand, colors, logos, and themes
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Content Locking
Lock approved content to prevent unwanted edits or changes
Send & Automate
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Signing Order Workflow
Set the signing sequence and keep every agreement moving
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Signature Request
Send secure signature requests and collect approvals with ease
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Document Workflow Automations
Automate repetitive document tasks and keep workflows moving
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Bulk Send
Send documents to multiple recipients at once and save valuable time
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Collect Payment
Collect payments directly from agreements for a faster process
Manage & Track
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Audit Trail & Version History
Track every document change, action, and version in one place
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Team Workspace Collaboration
Collaborate on agreements with your team from one shared workspace
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Search & Filter Agreements
Find the right agreement instantly with smart search and filters
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Agreement Activity Tracking
See who opened, viewed, signed, or updated every agreement
By Business Need
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Sales Agreements
Close deals faster with streamlined sales agreements and digital signatures
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HR Documents
Simplify employee documents, onboarding forms, and HR workflows
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Legal Agreements
Create, manage, and sign legal agreements with confidence and ease
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Vendor Agreements
Manage vendor contracts, approvals, and signatures in one simple workflow.
By Industry
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Healthcare
Simplify healthcare agreements, approvals, and signatures with secure digital workflows
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Real Estate
Move property deals forward with faster agreements, approvals, and digital signatures
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Financial Services
Streamline financial agreements, approvals, and signatures with secure digital workflows
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Insurance
Simplify insurance documents, approvals, and signatures with faster digital workflows
By Business Type
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Small Business
Simplify agreements and signatures with easy workflows built for growing businesses
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Startups
Move faster with flexible agreement workflows designed for growing startup teams
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Enterprise
Scale agreement workflows with secure, efficient tools built for enterprise teams
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Agencies
Manage client agreements, approvals, and signatures without slowing down your projects
BANK STATEMENT
A Bank Statement Template helps you track and record your money coming in and going out in a clear, organized table. Use this free, ready-to-edit template to keep a personal or business account summary with dates, descriptions, deposits, withdrawals, and balance. Fill in the details, download, and use it for your own records in minutes.
What Is a Bank Statement Template and Why Do You Need One?
A bank statement template is a ready-made format that lists account activity for a period, usually a month. It shows the opening balance, each deposit and withdrawal, and the closing balance. People use it for personal budgeting, tracking business cash flow, reconciling their books with the bank's records, and preparing a clear summary for their accountant. It is a simple way to see where your money goes. Note that it is a record-keeping tool, and it does not replace an official statement issued by your bank.
Why Use a Ready-Made Template Instead of Creating One Yourself
Making a statement format from scratch in a spreadsheet takes time, and a messy layout can lead to calculation mistakes and missed entries. Missing columns, like transaction date, reference number, or running balance, make it hard to check your records later. A ready-made Bank Statement Template already has a clean layout with all the key columns, so you only enter your transactions and keep your finances in order.
Who Should Use This Bank Statement Template
This template is useful for freelancers, small business owners, shopkeepers, and startups who need to track their daily cash flow. It also helps families and students who want to manage a monthly budget, and accountants or bookkeepers who prepare account summaries for clients. Anyone who wants an easy way to organize income and expenses can use it, without needing any accounting software.
How to Fill Out and Use This Bank Statement Template Correctly
Start by adding the account holder's name, the account type, and the statement period, such as 1 to 31 October. Next, enter the opening balance for the first day. For each transaction, add the date, a short description, and the amount in the deposit or withdrawal column. Update the running balance after every entry, and check that the final figure matches the closing balance. Compare your entries with your actual bank records each month to catch any mistakes. Save a copy for your records.
How to Use Agreed Templates
Start With the Template
Open the Product Agreement Template in your Agreed workspace and begin with a ready-to-use agreement structure.
Customize Agreement Details
Add or edit product details, responsibilities, pricing, deliverables, timelines, and other terms to match your agreement needs.
Review, Sign & Manage
Send the agreement for review and approval, collect signatures, and manage the completed agreement securely in Agreed.
Frequently Asked Questions.
Everything you need to know about Agreed. Can't find what you're looking for?
No. An official statement can only be issued by your bank. A template is meant for your own tracking, budgeting, and bookkeeping. Never present it to a lender, visa office, or any authority as a bank-issued document, as that can be treated as fraud.
Download it from your bank's net banking or mobile app, or request a printed and stamped copy from your branch. Many banks also email statements on request, usually for a small fee or free for recent months.
It should include the account holder's name, account number, statement period, opening balance, a list of transactions with dates and descriptions, deposits, withdrawals, and the closing balance. Tracking templates often add a reference or category column too.
Update your entries weekly, or daily if you run a business, and match them with your bank's monthly statement. Regular checks help you spot wrong charges, missed payments, or unauthorized transactions early.
Related templates
See More
Letter of Explanation
A Letter of Explanation Template helps you clearly explain a gap, error, or unusual item in your records to a lender, employer, school, or government office. Use this free, ready-to-edit letter to share the facts, give your reason, and attach proof. Fill in the details, download, and sign it in minutes.
Letter of Intent to Sue
A Letter of Intent to Sue Template helps you formally warn another person or business that you plan to take legal action if a problem is not fixed. Use this free, ready-to-edit letter to describe the dispute, state what you want, and set a clear deadline. Fill in the details, download, and sign it in minutes.
Settlement Demand Letter
A Settlement Demand Letter Template helps you formally ask another party to settle a dispute by paying a set amount or taking a specific action. Use this free, ready-to-edit letter to describe the issue, state your settlement terms, and set a clear deadline. Fill in the details, download, and sign it in minutes.
Notice of Default
A Notice of Default Template helps lenders, landlords, and businesses formally tell a borrower or party that they have failed to meet the terms of an agreement. Use this free, ready-to-edit notice to describe the default, state the amount or action needed, and set a clear deadline to fix it. Fill in the details, download, and sign it in minutes.
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