Financial Statement Excel Template Free Download – Download the free CFI Income Statement Template to create your own Income Statement for your business or analyze another company. After downloading the Excel file, you can enter your own numbers in the cells in blue font, which will automatically fill in your annual or monthly statement. The following Excel download contains two types of templates (annual and monthly).
The income statement (also known as the profit and loss statement) summarizes the company’s operating income and expenses for a period to calculate net income for the period.
Financial Statement Excel Template Free Download
If you are analyzing a company’s financial information covering several years, you can use the annual income statement. The annual income statement template below takes five years of historical (or forecast) data and displays them sequentially. Provides easy year-over-year (YOY) analysis.
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This free template can be used by large or small businesses and is easily editable by removing or inserting rows (for new items) as needed.
Complete the form above (name and email address) for the annual income statement template and download a free copy of the Excel file.
The Monthly Income Statement Template is for companies that require more detailed reporting periods or a monthly data breakdown for each annual period. Since this template shows data on a monthly basis, you can easily analyze seasonal and monthly trends.
The monthly income statement template can be used by any size of company and is easily customizable by adding and removing items.
Excel Of The Income Statement.xlsx.xlsx
You can download the Excel file with the monthly templates by filling out the form at the top of this page.
Just as every company is unique, every income statement is different. The templates included in the download are designed to be as industry-neutral as possible, so they include the most commonly used item names.
The template included in the Excel file has been designed to be easily adapted to any business. With that in mind, the instructions below will help you update the template.
Since your business probably won’t have the same expenses as your Excel file, you’ll need to add or remove items.
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To add more expenses or items, just insert a new line and check that all black formulas still work correctly.
To delete/delete expenses, right-click on the row and select Delete with the mouse (or press Alt+E+D on the keyboard).
Thank you for downloading the CFI Income Statement Template to help you create your own Excel Income Statement. CFI’s mission is to help you advance your financial analyst career, so please check out these additional resources:
Financial Modeling and Valuation Analyst (FMVA)® Learn more Commercial and Credit Banking Analyst (CBCA)® Learn more Capital Markets and Securities Analyst (CMSA)® Learn more Certified Business and Data Analyst (BIDA)® Learn more read more Financial Planning and Wealth Management (FPWM)™ Learn more
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Structured Query Language (SQL) What is Structured Query Language (SQL)? Structured Query Language (SQL) is a specialized programming language designed to interact with databases… a wide range of businesses and organizations – including small businesses, non-profits, real estate and trucking companies, and restaurants Are – use a balance sheet template like finances. Statements tracking their assets (their value) and liabilities (what they owe) to determine their owner’s equity (their value). This article is a one-stop shop for the most useful balance sheet templates for Microsoft Excel and Word, PDF and Google Docs.
Use this simple, easy-to-fill, printable balance sheet template to outline your overall financial outlook. Provide details of your fixed and long-term assets, current and long-term liabilities, and see the resulting or net worth. Save this template as a day-by-day, month-by-month, or year-by-year balance sheet — or enter projected values — to see where you’re at and how close you are to achieving your financial goals.
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This balance sheet is for your existing small business or provides projected data for your small business plan. The Yearly columns provide year-on-year comparisons of current and non-current assets, and short-term and long-term liabilities, making it easy to determine your company’s equity. This small business balance sheet template includes a net worth and working capital calculation.
This nonprofit balance sheet is perfect for existing and starting nonprofits. This includes the ability to make year-to-date comparisons of the organization’s overall financial health with estimated or annual assets, liabilities and resulting equity. Customize the template by adding your organization’s logo and terms and conditions. This reusable template can be saved as separate yearly templates for comparison in Excel, as well as a Google Sheets template that can be easily saved to your Google Drive account.
Use this asset-specific balance sheet to enter all information about a specific asset, including assets, liabilities, and equity, so you can easily see how profitable – or close to profitable – your asset really is. This simple template is unique in that it takes into account insurance considerations and other property information (such as valuables and furnishings) and gives you an overall view of your property that you can appreciate year after year.
Designed with secondary or investment properties in mind, this comprehensive balance sheet template allows you to include all the details involved in increasing the value of your investment property. You can easily include real estate costs, expenses, rental and taxable income, selling costs and capital gains. Also include assumptions such as how long you plan to stay in the property and the real or projected increase in value. You can even edit the template to include all the details regarding the rental, refinance, housing line and potential sale of your investment property.
How To Use Balance And Income Statements For Your Business
Use this simple, trucking-friendly balance sheet template to easily summarize your assets, liabilities and equity. This template will help you validate your entries daily to assess the overall, daily, monthly or annual financial strength of your trucking business. Display data for individual trucks in the “Property” section. Then subtract the individual liabilities to see the profitability of each truck. It provides a comprehensive way to keep your books accurate and balanced.
Use this simple, restaurant-specific balance sheet template to get a quick overview of your finances. Whether your restaurant is a cafe, bar and grill, fast food, fine dining – or franchise – this easy-to-use balance sheet allows you to enter custom information (such as food costs, fixed assets, goods and kitchen equipment) relates to assets , liabilities and the resulting equity of your restaurant. Save this template as a daily, monthly or annual balance sheet to determine individual plant costs and profitability.
Track your assets, liabilities, equity and balances day by day with this easy to use daily balance sheet template. Enter your current, non-current and other assets, current and long-term liabilities, and total equity, and the template will automatically calculate your current balance. You can save this daily balance sheet template as separate files – with customized entries – for each day you need to view your balance sheet for any 24-hour period.
Track your monthly and quarterly financial status by entering assets and liabilities each month, giving you monthly and quarterly views of your owner’s equity. The Monthly columns include asset, liability, and equity calculations, and show three-month figures for each quarter. This is an excellent template for short-term fiscal health analysis and can also be used for year-on-year monthly and quarterly comparisons.
Balance Sheet Excel Template
Get quick, quick data on comparing the current tax year to previous years using this up-to-date template. Enter your current year’s assets, liabilities and equity data to get an overview of your current equity compared to the previous year in the adjacent columns. You can even add additional columns for progress each year and save this template for different years for quick year-on-year comparisons.
This balance sheet template provides year-round comparative data so you can see the full picture of your or your company’s financial position. Set “Current Year” or “Previous Year” as the calendar year or fiscal year, depending on your needs. With this yearly data at your fingertips, you can compare assets and liabilities from year to year and give you insight into how you can continuously increase your capital – and profitability.
Businesses, organizations, and individuals use balance sheets to easily calculate their equity, profits, or net worth by subtracting liabilities from assets to get an overall picture of their financial health. The balance sheet also serves as the financial position of a company or organization at certain points in time, such as daily, month-end, quarterly, or year-to-date. Regardless of the type of balance sheet (simple, business or calendar), they
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