Balance sheet template

Balance sheet template

What is a balance sheet?

A balance sheet is a financial statement that provides a snapshot of a company’s financial position at a specific point in time. It outlines a company’s assets, liabilities, and shareholders’ equity, providing valuable insights into its financial health and liquidity.

What is a balance sheet?

Why is a balance sheet important?

Understanding your company’s financial position is essential for making informed decisions and planning for future growth. A balance sheet helps you:



Download template

Download our free balance sheet template for Microsoft Excel and Google Sheets.

Balance sheet template free

Balance Sheet Excel

Download now

How to create a balance sheet with our free template

  1. Gather financial data: Collect accurate information on your company’s assets, liabilities, and equity.
  2. Input data into the template: Utilize our user-friendly template to input your financial data into designated fields.
  3. Customize as needed: Tailor the template to match your company’s unique reporting requirements and preferences.
  4. Review and verify: Double-check your balance sheet for accuracy and completeness before finalizing.
  5. Utilize insights: Use the insights gained from your balance sheet to make informed financial decisions and drive business growth.


Example balance sheet:

Below is an example balance sheet:

Balance sheet example


Advantages of using a template

Quick and easy

Create comprehensive balance sheets and balance sheet forecasts quickly and easily.

100 % free

The template is 100 % free. No signup forms or other time-consuming obstacles.

Fully customisable

Tailor the template to match your company’s branding and reporting needs.