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Financial Statements Value Pack for Excel


Financial Statements Value Pack for Excel

Financial Statements Value Pack for Excel

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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. 
  • Save time by using pre-designed templates as a basis for your analysis.
  • Reduce formula errors caused when practitioners try to "figure out" the calculations used in the 10-K and 10-Q reports.
  • Save money by spending your time on running your business or performing valuations instead of creating financial statements.
  • 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.
  • Great starting point for analyzing a company or conducting a business valuation.
  • Spreadsheets were developed by a financial professional (CFA charterholder).
Click the thumbnails below for partial screenshots of the Financial Statements Value Pack for Excel. If the expanded image is blurry, click on it to zoom in.
Income Statement Template
Income Statement
Common-size Income Statement
Common-size Income Statement
Balance Sheet Template
Balance Sheet
Common-size Balance Sheet
Common-size Balance Sheet

The Financial Statements Value Pack for Excel runs on any version of Excel from 97-2010.

It is fully compatible with Microsoft Windows 7, Windows Vista and Windows XP.

This product is also compatible with Excel 2004, Excel 2008 and Excel 2011 for Mac running on Mac OSX Snow Leopard, Leopard or Tiger.

excel financial statements

Regular Price: $59.90 (USD)
 Value Package Price: $49.95 (USD) 

 
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All software is delivered via digital download using automatic email, immediately following purchase.








 


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