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Financial bundle of 9 statements: cash flow, balance sheet and income statement financial analyses with year-over-year and month-over-month comparisons, filtered by any month between two years, with current and prior year monthly statements.
Balance sheet financial analysis: assets, liabilities and owner's equity for two dates side by side, with dollar and percent change, for year-over-year and month-over-month comparison. Current and prior year monthly balance sheets are included.
Includes 2 monthly balance sheets, current year and prior year: pick any year and start month for the current year.
Balance sheet comparison: pick any two months from the current and prior years to compare, and the dollar and percent change are calculated.
Printable comparative balance sheet report: select any two months across two years, or within the same year, and it fills in from the current and prior year monthly balance sheets.
What's included, 4 tabs: 2 monthly balance sheets (current and prior year), a comparison tab for any two months, and a balance sheet description setup tab.
Balance sheet report descriptions can be edited within the current layout. Businesses that need more lines can ask for a quote to customize the report.
Cash flow financial analysis: cash receipts and cash paid out by activity for two periods side by side, with dollar and percent change, for year-over-year and month-over-month comparison. Current and prior year monthly cash flow statements are included.
Includes 2 monthly cash flow statements, current year and prior year: pick any year and start month for the current year.
Cash flow comparison: pick any two months or year-to-date periods from the current and prior years, and the dollar and percent change are calculated.
Printable comparative cash flow report: select any month or year to date across two years, or within the same year, and it fills in from the monthly cash flow tabs.
What's included, 4 tabs: 2 monthly cash flow statements (current and prior year), a comparison tab for any two months or year-to-date periods, and a cash flow description setup tab.
Cash flow report descriptions can be edited within the current layout. Businesses that need more lines can ask for a quote to customize the report.
Income statement financial analysis: revenue, cost of goods sold, gross profit, operating expenses and operating income for two periods side by side, with dollar and percent change, for year-over-year and month-over-month comparison. Current and prior year monthly income statements are included.
Includes 2 monthly income statements, current year and prior year: pick any year and start month; gross margins are calculated.
Printable comparative income statement report: select any month or year to date across two years, or within the same year, and it fills in from the monthly income statement tabs.
Income statement comparison: pick any two months or year-to-date periods from the current and prior years, and the dollar and percent change are calculated.
What's included, 4 tabs: 2 monthly income statements (current and prior year), a comparison tab for any two months or year-to-date periods, and an income and expense description setup tab.
Income statement report descriptions can be edited within the current layout. Businesses that need more lines can ask for a quote to customize the report.
Works with Google Sheets and Excel: download the Google Sheets file as an Excel file from the File, Download menu.
This is a digital product; no physical item is sent. Google Sheets template.
  1. Financial bundle of 9 statements: cash flow, balance sheet and income statement financial analyses with year-over-year and month-over-month comparisons, filtered by any month between two years, with current and prior year monthly statements.
  2. Balance sheet financial analysis: assets, liabilities and owner's equity for two dates side by side, with dollar and percent change, for year-over-year and month-over-month comparison. Current and prior year monthly balance sheets are included.
  3. Includes 2 monthly balance sheets, current year and prior year: pick any year and start month for the current year.
  4. Balance sheet comparison: pick any two months from the current and prior years to compare, and the dollar and percent change are calculated.
  5. Printable comparative balance sheet report: select any two months across two years, or within the same year, and it fills in from the current and prior year monthly balance sheets.
  6. What's included, 4 tabs: 2 monthly balance sheets (current and prior year), a comparison tab for any two months, and a balance sheet description setup tab.
  7. Balance sheet report descriptions can be edited within the current layout. Businesses that need more lines can ask for a quote to customize the report.
  8. Cash flow financial analysis: cash receipts and cash paid out by activity for two periods side by side, with dollar and percent change, for year-over-year and month-over-month comparison. Current and prior year monthly cash flow statements are included.
  9. Includes 2 monthly cash flow statements, current year and prior year: pick any year and start month for the current year.
  10. Cash flow comparison: pick any two months or year-to-date periods from the current and prior years, and the dollar and percent change are calculated.
  11. Printable comparative cash flow report: select any month or year to date across two years, or within the same year, and it fills in from the monthly cash flow tabs.
  12. What's included, 4 tabs: 2 monthly cash flow statements (current and prior year), a comparison tab for any two months or year-to-date periods, and a cash flow description setup tab.
  13. Cash flow report descriptions can be edited within the current layout. Businesses that need more lines can ask for a quote to customize the report.
  14. Income statement financial analysis: revenue, cost of goods sold, gross profit, operating expenses and operating income for two periods side by side, with dollar and percent change, for year-over-year and month-over-month comparison. Current and prior year monthly income statements are included.
  15. Includes 2 monthly income statements, current year and prior year: pick any year and start month; gross margins are calculated.
  16. Printable comparative income statement report: select any month or year to date across two years, or within the same year, and it fills in from the monthly income statement tabs.
  17. Income statement comparison: pick any two months or year-to-date periods from the current and prior years, and the dollar and percent change are calculated.
  18. What's included, 4 tabs: 2 monthly income statements (current and prior year), a comparison tab for any two months or year-to-date periods, and an income and expense description setup tab.
  19. Income statement report descriptions can be edited within the current layout. Businesses that need more lines can ask for a quote to customize the report.
  20. Works with Google Sheets and Excel: download the Google Sheets file as an Excel file from the File, Download menu.
  21. This is a digital product; no physical item is sent. Google Sheets template.

Small Business

Interactive Financial Statements Bundle – 9 Statements

$19.99

Digital Download
  • Instant download after payment
  • No sales tax, no hidden fees
  • Excel and/or Google Sheets files
What will I get?

You will receive 3 PDF files, each containing a link to a Google Sheets template for a financial statement. You can easily access the templates and export them to Excel from Google Sheets. Detailed instructions will be provided on how to download the file to Google Sheets and convert it to Excel for use.

How will I get the files?

Once your payment is successfully processed, you will receive instant access to download links for your digital product. A confirmation email will also be sent with downloadable links.

Returns & Exchanges?

These are digital products and sales are final. If a template does not work as described, you may report the issue within 7 days of purchase and may be eligible for a refund under the Terms of Service.

About this template

This interactive financial statements works in Excel and Google Sheets. It is the Interactive Financial Statements Bundle – 9 Statements, designed by a licensed CPA.

What is in the interactive financial statements

The template includes cash flow, balance sheet and income statement financial analyses with year-over-year and month-over-month comparisons, filtered by any month between two years, with current and prior year monthly statements.

Who uses it

Small business owners, bookkeepers and accountants. See all financial statement bundles.

What you receive

Three PDFs, each with a link to a Google Sheets template. From Google Sheets they can also be downloaded as Excel files.

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