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Income Statement

Excel income statement for financial accounting


Excel Income Statement

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This basic income statement template 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.

Income Statement for Excel is designed to accommodate three periods of data from a firm's 10-K or 10-Q report. A common-size income statement is automatically calculated based on user input.

Common-size financial statements can be used to compare financial statements of different size companies or of the same company over different periods. By expressing the items in proportion to some size related measure, standardized financial statements can be created, revealing trends and providing insight into how the different companies compare or how the firm performs over time.

A common-size Income Statement typically includes items within the headings of:
  • Revenue.
  • Cost of Goods Sold.
  • Gross Profit.
  • Selling, General and Administration Expenses.
  • Operating Income.
  • Interest Expense.
  • Provision for Taxes.
  • Net Income.

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(Updated on 2024-01-01)

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