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.

ANZ
Banking & service fee receipt

Barclays
UK Banking & Financial Services

Cash App
Banking & service fee receipt

Chase Bank
JPMorgan Chase Banking Services

Chime
Chime banking transaction receipt and confirmation.

Citi Bank
Banking & service fee receipt

Commonwealth Bank
Banking & service fee receipt

Fidelity Investments
Banking & service fee receipt

Halifax
Banking & service fee receipt

HSBC
Banking & service fee receipt

Lloyds
Banking & service fee receipt

Metro Bank
Banking & service fee receipt

Mint (Intuit)
Banking & service fee receipt

Monzo
Banking & service fee receipt

NAB
Banking & service fee receipt

NatWest
Banking & service fee receipt

PayPal
Banking & service fee receipt

PNC Bank
Banking & service fee receipt

RBC
Banking & service fee receipt

Remitly
Banking & service fee receipt

Robinhood
Banking & service fee receipt

Santander
Banking & service fee receipt

Santander UK
Banking & service fee receipt

Scotiabank
Banking & service fee receipt

SoFi
Banking & service fee receipt

Square
Banking & service fee receipt

Starling Bank
Banking & service fee receipt

Stripe
Banking & service fee receipt

Synchrony
Banking & service fee receipt

TD Canada Trust
Banking & service fee receipt

Truist
Banking & service fee receipt

TSB
Banking & service fee receipt

US Bank
Banking & service fee receipt

Vanguard
Banking & service fee receipt

Venmo
Banking & service fee receipt

Wells Fargo
Banking & service fee receipt

Westpac
Banking & service fee receipt

Wise US
Banking & service fee receipt

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
Missing a finance template?
Let us know which store or receipt you need — we add new templates every week!
Request a Template