The Financial Statements Value Pack for Excel contains two of our best-selling
products: The
Income
Statement Template for Excel and the
Balance Sheet Template for
Excel. This is a great starting point for analyzing a company or conducting
a business valuation.
The Income Statement and Balance Sheet Templates for Excel are each designed to
accommodate three periods of data, which can be entered from a firm's 10-K or
10-Q report (10-K and 10-Q reports are publicly available reports detailing a
company's financial position). The spreadsheets come pre-configured with the
most popular income statement and balance sheet categories, and are easily
expandable by anyone with a basic knowledge of Excel.
A common-size income statement and balance sheet are automatically calculated
based on the input from the 10-K and 10-Q reports. (Common-size income
statements are used to show the percentage of total revenues represented by each
item in the income statement. Common-size balance sheets are used to show the
percentage of total assets and liabilities represented by each item in the
balance sheet.)
Date and number fields in all of the included spreadsheets may be re-formatted
by the user (using Excel's built-in formatting capabilities) to accommodate
non-US conventions.
The Financial Statements Value Pack for Excel is a great starting point for
analyzing a company or conducting a business valuation.
These spreadsheets were developed by a CFA charterholder.
The Financial Statements Value Pack for Excel runs on any version
of Excel from 97-2007.
It is fully compatible with Microsoft Windows 7, Windows Vista and Windows XP.
This product is also compatible with Excel 2004 and Excel 2008 for Mac running
on Mac OSX Leopard or Tiger.
