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Finance Receipt Templates

Create banking and financial service receipts with transaction details, fees, and account information. Professional documentation for business records, audit trails, and financial reconciliation.

Business record keepingAudit documentationTransaction records
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ANZ receipt preview

ANZ

Banking & service fee receipt

Barclays receipt preview

Barclays

UK Banking & Financial Services

Cash App receipt preview

Cash App

Banking & service fee receipt

Chase Bank receipt preview

Chase Bank

JPMorgan Chase Banking Services

Chime receipt preview

Chime

Chime banking transaction receipt and confirmation.

Citi Bank receipt preview

Citi Bank

Banking & service fee receipt

Commonwealth Bank receipt preview

Commonwealth Bank

Banking & service fee receipt

Fidelity Investments receipt preview

Fidelity Investments

Banking & service fee receipt

Halifax receipt preview

Halifax

Banking & service fee receipt

HSBC receipt preview

HSBC

Banking & service fee receipt

Lloyds receipt preview

Lloyds

Banking & service fee receipt

Metro Bank receipt preview

Metro Bank

Banking & service fee receipt

Mint (Intuit) receipt preview

Mint (Intuit)

Banking & service fee receipt

Monzo receipt preview

Monzo

Banking & service fee receipt

NAB receipt preview

NAB

Banking & service fee receipt

NatWest receipt preview

NatWest

Banking & service fee receipt

PayPal receipt preview

PayPal

Banking & service fee receipt

PNC Bank receipt preview

PNC Bank

Banking & service fee receipt

RBC receipt preview

RBC

Banking & service fee receipt

Remitly receipt preview

Remitly

Banking & service fee receipt

Robinhood receipt preview

Robinhood

Banking & service fee receipt

Santander receipt preview

Santander

Banking & service fee receipt

Santander UK receipt preview

Santander UK

Banking & service fee receipt

Scotiabank receipt preview

Scotiabank

Banking & service fee receipt

SoFi receipt preview

SoFi

Banking & service fee receipt

Square receipt preview

Square

Banking & service fee receipt

Starling Bank receipt preview

Starling Bank

Banking & service fee receipt

Stripe receipt preview

Stripe

Banking & service fee receipt

Synchrony receipt preview

Synchrony

Banking & service fee receipt

TD Canada Trust receipt preview

TD Canada Trust

Banking & service fee receipt

Truist receipt preview

Truist

Banking & service fee receipt

TSB receipt preview

TSB

Banking & service fee receipt

US Bank receipt preview

US Bank

Banking & service fee receipt

Vanguard receipt preview

Vanguard

Banking & service fee receipt

Venmo receipt preview

Venmo

Banking & service fee receipt

Wells Fargo receipt preview

Wells Fargo

Banking & service fee receipt

Westpac receipt preview

Westpac

Banking & service fee receipt

Wise US receipt preview

Wise US

Banking & service fee receipt

Zelle (network) receipt preview

Zelle (network)

Banking & service fee receipt

Complete Guide to Finance Receipts

Finance and banking receipts are essential for business record keeping, audit trails, and financial reconciliation. Our finance receipt templates cover bank transactions, ATM withdrawals, wire transfers, money orders, and financial service fees. Finance receipts serve as critical documentation for business accounting, verifying transactions for audit purposes, and reconciling accounts. Banks and financial institutions have specific receipt formats that include transaction reference numbers, account identifiers (typically masked), timestamps, and fee breakdowns. These receipts are needed when bank statements alone don't provide sufficient detail or when proof of a specific transaction is required. Our templates capture the security-conscious formatting that financial institutions use, including proper masking of sensitive account information.

Best Practices

  • Include transaction reference numbers — financial receipts always have unique identifiers
  • Show account numbers in masked format (****1234) for security while maintaining verification ability
  • Add the transaction timestamp and branch or ATM location if applicable
  • Include any fees charged for the transaction as separate line items

Common Mistakes to Avoid

  • Showing full account numbers instead of properly masked versions
  • Forgetting the transaction reference number that's essential for verification
  • Not including the financial institution name and location

Tax & Compliance Information

Financial service fees may be deductible as business expenses if related to business accounts. Wire transfer fees, bank fees, and credit card processing fees for business are deductible. Keep receipts for all financial transaction fees with your business records. ATM fees for business cash withdrawals are deductible. Personal banking fees are generally not tax-deductible.

All Finance Receipt Templates

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Finance Receipt Templates - Free Download