xlstemplate.com 
Explore a variety of free XLS templates designed specifically for financial statements, simplifying your financial management. These templates cover essential documents such as balance sheets, income statements, and cash flow statements, making it easy for you to track your financial health. Each template is customizable, allowing you to input your unique data and generate insightful reports that help in decision-making and forecasting.
Financial statement Excel template
Profit and loss statement
A Profit and Loss statement Excel template is a structured spreadsheet designed to help you track and analyze your income and expenses over a specific period. This template typically includes detailed sections for revenues, cost of goods sold, gross profit, operating expenses, and net income, allowing for clear visibility into your financial performance. You can easily input your data, enabling real-time updates and insightful calculations through built-in formulas. Understanding the basics of this template can assist in managing cash flow effectively, while advanced features like pivot tables and forecasting functions can further enhance your financial analysis capabilities.
💾 Profit and loss statement template .xls
Balance sheet
A Balance Sheet Excel template is a preformatted spreadsheet designed to help individuals and businesses easily create a balance sheet, which is a financial statement summarizing an entity's assets, liabilities, and equity at a specific point in time. This template typically includes categories such as current assets, fixed assets, current liabilities, long-term liabilities, and shareholders' equity, allowing for organized presentation of financial data. Users can input their financial information into designated cells, with built-in formulas that automatically calculate totals and ensure the balance sheet adheres to accounting principles. Depending on your needs, this basic tool can evolve into more advanced financial modeling or forecasting applications, integrating features like ratios, trends, and scenario analysis.
Income statement
An income statement Excel template is a pre-designed spreadsheet that helps businesses organize their financial data, specifically revenue and expenses, over a specific period. This tool visually presents key financial metrics, allowing you to quickly assess profitability by subtracting total expenses from total revenues. With clearly defined sections for operating income, net income, and various expense categories, it simplifies financial analysis and reporting. Your ability to customize the template can support further needs, from basic profitability tracking to advanced financial forecasting and analysis using complex formulas and pivot tables.
💾 Income statement template .xls
Personal financial statement
A Personal Financial Statement Excel template is a structured tool designed to help individuals assess their financial health through a detailed overview of their assets, liabilities, and net worth. It typically includes sections for income sources, monthly expenses, investments, and debts, allowing you to have a clear snapshot of your financial position. The template facilitates better budgeting, goal setting, and financial planning by organizing complex data into easily digestible formats. By utilizing this template, you can ensure accurate record-keeping and identify areas for financial improvement, with potential applications in credit evaluations or loan applications through sophisticated financial modeling.
💾 Personal financial statement template .xls
Small business financial statement
A Small Business Financial Statement Excel template is a structured spreadsheet designed to help business owners track their financial performance. It typically includes sections for income statements, balance sheets, and cash flow statements, allowing you to monitor revenues, expenses, assets, liabilities, and equity in an organized manner. The user-friendly format simplifies data entry and analysis, making it easier to generate insights into your business's financial health. This template can serve as a foundation for more advanced financial modeling or projections, using terms like EBITDA, NPV, or financial ratios to evaluate long-term strategies.
💾 Small business financial statement template .xls
Monthly financial statement
A Monthly Financial Statement Excel template serves as a structured tool to track and analyze your financial performance over a monthly period. It typically includes sections for income, expenses, assets, liabilities, and cash flow, allowing you to see a complete picture of your financial health. With built-in formulas, the template automates calculations, helping you easily identify trends and variances without manual errors. This essential document can meet basic requirements for personal budgeting or small business financial management while also offering advanced features like pivot tables and scenario analysis for deeper insights.
💾 Monthly financial statement template .xls
Yearly financial statement
A Yearly Financial Statement Excel template is a structured spreadsheet designed to simplify the process of recording, analyzing, and presenting your company's financial performance over a year. This template typically includes categories such as income, expenses, assets, liabilities, and equity, allowing for a comprehensive overview of financial health. With features to input actual figures, it automatically calculates totals and key financial ratios, aiding in quick evaluations and projections. You can use this template for basic financial tracking or customize it for advanced needs like forecasting, cash flow analysis, and strategic planning using sophisticated formulas and pivot tables.
💾 Yearly financial statement template .xls
Startup financial statement
A Startup financial statement Excel template serves as a structured tool for new businesses to track their financial performance and plan for future growth. It typically includes sections for income statements, balance sheets, and cash flow statements, each designed to provide clear insights into revenue, expenses, assets, liabilities, and equity. This template helps entrepreneurs analyze their financial health over time, assisting in budgeting, forecasting, and investor presentations. For those looking to delve deeper, advanced features like scenario analysis or valuation calculations can further enhance financial planning strategies.