Financial Statements Templates

Explore the marketplace to find financial statements templates including the income statement, balance sheet, and cash flow statement for your own financial analysis and modeling!
Balance Sheet Excel Template Balance Sheet Excel Template
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This Balance Sheet Excel Template provides an example of what a balanced statement in excel looks like and is a…
Income Statement Excel Model Template Income Statement Excel Model Template
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Income statement is one of a company’s core financial statements that shows their profit and loss over a period of…
Cash Flow Statement Excel Template Cash Flow Statement Excel Template
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Download this Cash Flow Statement Excel Template to summarize a company's cash inflows and outflows. The cash flow statement is…
Detailed Income Statement Template Detailed Income Statement Template
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This Detailed Income Statement Template was created for a Landscaping Irrigation Lighting Company, but can easily be adapted to a…
SIMPLE ACCOUNTING-SECRETS - 1 TRADE AND CASH DISCOUNTS SIMPLE ACCOUNTING-SECRETS - 1 TRADE AND CASH DISCOUNTS
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Useful for accountancy students, teachers and non-finance persons   This template is a part of a bigger compilation titled  …
SIMPLE ACCOUNTING-SECRETS – 2 DIFFERENCE BETWEEN CONCEPT, CONVENTION AND PRINCIPLE IN ACCOUNTING
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Useful for accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled SIMPLE SECRETS…
Tata Steel Financial Model Tata Steel Financial Model
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The model includes Analysis & Forecasting, Data Visualization, Valuation, Beta Sheet, Wacc, Sensitivity Analysis, etc
Aged Receivables Dashboard in Excel Aged Receivables Dashboard in Excel
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Aged Receivables Dashboard in ExcelThis Excel dashboard allows you to easily access your customer contact information (including customer contact information,…
Income Statement Template Income Statement Template
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 The Income Statement is a summative report listing the financial results of a company's revenues and expenses over a specific…
Microsoft (MSFT) | 5 Years Income Statement Financial Report in Microsoft POWER BI (2016-2020) Microsoft (MSFT) | 5 Years Income Statement Financial Report in Microsoft POWER BI (2016-2020)
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 Microsoft (MSFT) | 5 Years Income Statement Financial Report in Microsoft POWER BI (2016-2020)Video: https://youtu.be/uLdWkEgurLw
Income Tax Return Calculator 2021 FBR (Pakistan) - Salaried Individuals - Business Indv. and AOP Income Tax Return Calculator 2021 FBR (Pakistan) - Salaried Individuals - Business Indv. and AOP
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Income Tax Return Calculator 2021 FBR (Pakistan) - Salaried Individuals - Business Indv. and AOP
Consolidated Financial Statement Consolidated Financial Statement
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The purpose of this model is to provide a simple way to see the financial statements for many companies in…
Financial Statements Analysis Financial Statements Analysis
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General overview   The main purpose of the model is to allows user to easily compare the financial performance result…
Annual Cash Flow Excel Template Annual Cash Flow Excel Template
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Annual Cash Flow - Get Free Excel Template Annual Cash Flow - Get Free Excel Template Annual Cash Flow. Download…
Profit and Loss Statement Profit and Loss Statement
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This model is profit and loss statement for general trading including comparison for the current month, year to date and…
Annual Balance Sheet Annual Balance Sheet
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Annual Balance Sheet - Get Free Excel Template Annual Balance Sheet - Get Free Excel Template Annual Balance Sheet. Download…

Financial Statements Templates

Browse the library of financial statements Excel templates to find the tools that best fit your needs.

What are the Three Financial Statements?

The three financial statements are:

  1. Income Statement
  2. Balance Sheet
  3. Cash Flow Statement

These three statements are closely linked and dependent on each other. In financial modeling, the three statements serve as the foundation of which additional analyses and advanced modeling are built on top as such discounted cash flow (DCF) analysis and sensitivity analysis. Finance and accounting professionals must be familiar with the three statements to perform their daily duties efficiently.

Overview of the Three Financial Statements

1. Income Statement

Income statement shows the profits and losses of a business over a period of time. Income statement usually starts with sales revenue at the very top, followed by the cost of the goods sold to arrive at the gross profit. Next, all operating expenses are deducted from the gross profit to calculate the operating profit (EBIT) figure. Lastly, all non-operating expenses such as interest and taxes are subtracted from EBIT to arrive at the net income (or net profit).

2. Balance Sheet

Balance sheet displays a company’s assets, liabilities, and shareholders’ equity at a point of time. It is used to determine the financial position of the business. According the accounting equation, total assets should always equal to the total liabilities and shareholders’ equity on a balance sheet.

The asset section usually begins with cash and equivalents, which should always equals to the ending cash balance found on the cash flow statement. On the other hand, net income from the income statement always flows into the balance sheet in the calculation of retained earnings.

3. Cash Flow Statement

Cash flow statement summarizes a company’s cash inflow and outflow in a period of time. There are three sections in a cash flow statement: operating cash flow, investing cash flow, and financing cash flow. At the end of the statement, the opening balance of cash, change in cash, and ending balance of cash are displayed to represent the company’s cash movements.