Balance Sheet Template for Excel

The Balance Sheet Template for Excel is an Excel spreadsheet for those who prefer to do their own valuation and/or analysis and would rather not spend the significant time needed to create the financial statements. It is designed to accommodate three periods of data from the firm’s 10-K or 10-Q report. A common-size balance sheet is automatically calculated based on user input. Developed by CFA Charterholder. Requirements: Microsoft Excel 97-2007

Benefits of excel financials :

  • Save time by using a pre-designed template as a basis for your analysis.
  • Reduce formula errors caused when practitioners try to “figure out” the calculations used in the 10-K and 10-Q reports. The calculations are already done for you.
  • Save money by spending your time on running your business or performing valuations instead of creating financial statements.
  • Date and number fields may be re-formatted by the user (using Excel’s built-in formatting capabilities) to accommodate non-US conventions.