Financial Statements Template - Company

A concise, step‑by‑step guide to building a complete set of financial statements with our unique Excel template – fast, accurate, and built for multi‑year reporting. Our main aim: make it easy to create comprehensive, professional financial statements in Excel with minimal manual intervention. Link your accounts once; the template handles the rest.

What’s Included?

Our template generates a full set of financial statements directly in Excel. The four core statements are:

• Income Statement – performance over the period.
• Balance Sheet – financial position at year‑end.
• Cash Flow Statement – cash generated and used.
• Statement of Changes in Equity – movements in equity.

Step‑by‑Step: From Trial Balance to Ready‑to‑Share Financials

• Prepare your trial balance. Use your own account numbers and descriptions.
• Map accounts to reporting classes. Assign each account to the relevant class provided in the template (e.g. revenue, cost of sales, operating expenses, assets, liabilities and equity).
• Enter or paste balances. Post period‑end balances into the input area. The template aggregates and routes figures to the right lines automatically.
• Review the four statements. Review the Income Statement, Balance Sheet, Cash Flow, and Changes in Equity reports to verify totals, subtotals, and calculated movements.
• Add notes where needed. If our standard set of notes to the financial statements is not sufficient for your requirements, insert narrative or breakdown notes alongside the automated lines for a complete, professional pack.

Multi‑Year Reporting (One Workbook, Many Years)

The template is built for multiple financial years. Store historical data in the same workbook and switch the displayed year by changing the reporting year in a single input cell. All four statements refresh instantly, enabling quick reviews and comparisons without re‑entry.

Why This Template Beats “Build‑It‑Yourself”

Most spreadsheets are static forms. Ours behaves like software: it’s structured, consistent, and fast. You focus on accurate inputs; the model handles presentation, calculations, and cross‑statement integrity. Setting up this functionality yourself will take hours and hours of your time.