Financial Statement Analysis
Analyze multi-year financial statements with automated Balance Sheet calculations and trend analysis.
This template helps you systematically analyze financial statements across multiple years, starting from a base year you define. It automatically calculates and compares Balance Sheet figures year-over-year, making it easy to spot trends, growth patterns, and financial health changes.
Perfect for business owners, accountants, finance managers, and investors who need to understand financial performance over time. It removes manual calculation errors and saves hours of data entry by automating row references and year progression.
What's inside
- Customizable start year
- Automated Balance Sheet calculations
- Year-over-year comparison structure
- SUM functions for totals
- Dynamic row referencing
Download this template
.xlsx · 1 sheet · included with lifetime access
More in Accounting & Bookkeeping
Accounting & Bookkeeping12 Month Cash Flow Forecast
Project monthly cash inflows and outflows to manage liquidity and plan for operating expenses.
- 12-month rolling forecast with expected vs. actual columns
- Month-by-month cash inflow and outflow tracking
- Automatic SUM calculations for cash position
Accounting & Bookkeeping12 Month Cash Flow Forecast
Project monthly cash inflows and outflows to manage liquidity and financial planning.
- 12-month rolling projection with expected vs actual columns
- Monthly period comparison structure
- Automated SUM formulas for period totals
Accounting & Bookkeeping3 Year Cash Flow Statement
Track operating, investing, and financing cash flows across three years with pre-built formulas.
- Three statement formats (3-year, yearly, 12-month)
- Pre-built SUM formulas for automatic calculations
- Color-coded input areas for easy data entry
Accounting & Bookkeeping3 Year Income Statement
Track revenue, expenses, and net income across three years to analyze financial trends and performance.
- Pre-formatted rows for revenue and expense categories
- Automatic SUM formulas for totals and subtotals
- Three-year side-by-side comparison columns