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Download the free CFI report template to create your own profit and loss statement for a business or to analyze another company. After downloading the Excel file, you can enter your numbers in the blue font cells. As a result, it appears in the annual or monthly report. The downloadable Excel file below includes two sample versions (annual and monthly).
Excel Free Financial Statement Application
An income statement (also called a profit and loss statement) summarizes a business’s income and operating expenses for a period of time to calculate net income for that period.
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If you are reviewing financial information for a company that spans several years, you may want to use the annual report. The annual income statement template shown below takes five years of historical (or forecast) data and displays them sequentially. It provides easy year-over-year (YOY) analysis.
This free template can be used for large or small businesses and can be easily edited by removing or adding lines (for new line items) as needed.
Complete the Annual Income Statement form above (name and email address) and download a free copy of the Excel file.
The monthly income statement template is designed for businesses that require detailed reporting periods or consolidate monthly data on a year-to-year basis. This template displays monthly data so you can easily analyze seasonal and monthly trends.
Excel Of Daily Financial Statement.xls
The monthly income statement template can be used for any size company and allows for easy adjustments by adding and removing line items.
You can download an Excel file with monthly templates by filling out the form at the top of this page.
Just as every business is unique, so is every income statement. The templates included in the download are designed to be as industry-specific as possible, so they contain commonly used product names.
The templates included in the Excel file are designed to be easily adaptable to any business. With this in mind, the instructions below will help you update your templates.
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Since your company is unlikely to have the same number of expenses as the Excel file, you will need to add or delete line items.
To add expenses or line items, add a new line and check that all the black shapes work correctly.
To remove/remove expenses, right-click on the line and select the Delete option with the mouse (or press Alt + E + D on the keyboard).
Thanks for downloading the CFI Income Statement Template. This template helps you create your own income statement using Excel. CFI’s mission is to help you advance your career as a chartered accountant, so please check out these other resources:
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Below is a breakdown of the material weights in the FMVA® Financial Analysis Program. As you can see, the program focuses on financial modeling, finance, Excel, business value, budgeting/forecasting, PowerPoint presentations, accounting, and business strategy.
CFI is the global organization that sponsors the FMVA® Financial Audit and Valuation Institute. CFI aims to help people become valued financial analysts and professionals. CFI has put together a number of resources to support you to help you advance your career.
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