Ekselio templates

Finance workflow templates

Shared by the community. Every template is a recipe — the steps and the SQL, never anyone’s data. Open one, connect your QuickBooks Online or drop a file, and make it your own.

QofE - Last 2 Full Yrs + Latest LTM

QofE - Last 2 Full Yrs + Latest LTM: a 8-step workflow for QuickBooks / spreadsheet data over columns like section, account, 2024-01, 2024-02. Every step is plain SQL you can read — open it, connect your data, and make it your own. No data is shared in this template, only the recipe.

8 steps · Aug 2, 2026

Templates contain no data — only column names and SQL logic. How privacy works