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Balance Sheet

Excel balance sheet for financial accounting


Excel Balance Sheet

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This basic Balance Sheet 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 financial statements.

The Balance Sheet for Excel is designed to accommodate three periods of data from a firm's 10-K or 10-Q report. A common-size balance sheet 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 Balance Sheet typically includes items under the following breakdown.
ASSETS
  • Cash and Marketable Securities.
  • Accounts Receivable.
  • Inventory.
  • Total Current Assets.
  • Property, Plant and Equipment.
  • Total Assets.
LIABILITIES AND SHAREHOLDERS' EQUITY
  • Current Liabilities.
  • Long-Term Debt.
  • Total Liabilities.
  • Shareholders' Equity.
  • Total Liabilities and Equity.

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(Updated on 2024-01-01)

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