Financial statements
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Instructions
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Information on how to get started using this template.
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How to use this template
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1.Start on the "Transactions" sheet by removing the sample transactions and enter your business transactions . After you have entered your transactions, place the transaction in the appropriate category.
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2.The "Dashboard" and "Profit & Loss" sheets will automatically update based on the transactions.
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If you want to change any of the categories, you can change the categories on the "Categories" sheet.
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4.To create a balance sheet, enter values in the shaded boxes on the "Balance Sheet".
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Click here for more information about this template
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Click here for a quick video about this template
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Instructions
Dashboard
Transactions
Profit & Loss
Balance Sheet
Categories