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Financial bundle of comparative analyses: an income statement and a cash flow statement, each comparing year over year, month over month, and current year to date versus prior year to date.
Income statement comparative analysis: year over year and month over month, and current year month to date versus prior year month to date, each with dollar and percent change.
Current year monthly profit and loss report: pick the year and start month, then enter income and expense data by month.
Prior year monthly profit and loss report, set up with the same year and start month as the current year.
Printable comparative reports that pull data from the current and prior year profit and loss reports.
What's included, 5 tabs: income and expense description setup, current year input, prior year input, a month-over-month and year-over-year comparative report, and a year-to-date comparative report.
Cash flow statement comparative analysis: year over year and month over month, and current year month to date versus prior year month to date, each with dollar and percent change.
Current year monthly cash flow report: pick the year and start month, then enter cash flow data by month.
Prior year monthly cash flow report, set up with the same year and start month as the current year.
Printable comparative reports that pull data from the current and prior year cash flow reports.
What's included, 5 tabs: cash inflow and outflow description setup, current year cash flow input, prior year cash flow input, a month-over-month and year-over-year comparative report, and a year-to-date comparative report.
  1. Financial bundle of comparative analyses: an income statement and a cash flow statement, each comparing year over year, month over month, and current year to date versus prior year to date.
  2. Income statement comparative analysis: year over year and month over month, and current year month to date versus prior year month to date, each with dollar and percent change.
  3. Current year monthly profit and loss report: pick the year and start month, then enter income and expense data by month.
  4. Prior year monthly profit and loss report, set up with the same year and start month as the current year.
  5. Printable comparative reports that pull data from the current and prior year profit and loss reports.
  6. What's included, 5 tabs: income and expense description setup, current year input, prior year input, a month-over-month and year-over-year comparative report, and a year-to-date comparative report.
  7. Cash flow statement comparative analysis: year over year and month over month, and current year month to date versus prior year month to date, each with dollar and percent change.
  8. Current year monthly cash flow report: pick the year and start month, then enter cash flow data by month.
  9. Prior year monthly cash flow report, set up with the same year and start month as the current year.
  10. Printable comparative reports that pull data from the current and prior year cash flow reports.
  11. What's included, 5 tabs: cash inflow and outflow description setup, current year cash flow input, prior year cash flow input, a month-over-month and year-over-year comparative report, and a year-to-date comparative report.

Small Business

Comparative Income Statement & Cash Flow Bundle

$19.99

Digital Download
  • Instant download after payment
  • No sales tax, no hidden fees
  • Excel and/or Google Sheets files
How does it work?

Check out the Youtube demonstration below:

What will I get?

You will receive 2 Excel file compatible with Excel 2021 and later versions, along with 2 PDFs that includes a link to a Google Sheet, allowing you to easily make a copy to your Google Drive.

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 comparative income statement works in Excel and Google Sheets. It is the Comparative Income Statement & Cash Flow Bundle, designed by a licensed CPA.

What is in the comparative income statement

The template includes an income statement and a cash flow statement, each comparing year over year, month over month, and current year to date versus prior year to date.

Who uses it

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

What you receive

Two Excel files (Excel 2021 or later) and a PDF with a link to the Google Sheets version.

See the template in action below:

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