Financial Statement Analysis
Analyze balance sheets and income statements with year-over-year comparisons and trend calculations.
This template provides a structured framework for analyzing financial statements across multiple years. It automatically calculates key metrics and trends, helping you identify patterns in assets, liabilities, equity, and profitability.
Ideal for accountants, financial analysts, and business owners who need to evaluate company performance over time. It removes the manual work of organizing statement data and spotting financial trends by automating calculations and comparisons.
What's inside
- Multi-year analysis framework
- Automatic year-to-year calculations
- Balance sheet tracking
- Trend identification
- SUM formulas for totals
- Customizable starting year
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