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Simple structure makes it easy to plug in real numbers or projections for future planning.
All sheets use formulas to calculate totals and percentages—no need to do the math manually.
Includes the key financial statements that banks, investors, and grant reviewers want to see.
Plan your revenue, expenses, and cash flow for up to five years—great for long-term planning.
Here’s what we’ve included in this financial statement template:
Enter your contact info to download the Excel and Google Sheets file. Make a copy and choose the version that suits you best.
Collect business details like revenue, expenses, assets, and liabilities. Having this data ready helps you fill out the template quickly and accurately.
Add your numbers to the income statement, balance sheet, and cash flow tabs. The template auto-calculates totals, so you don’t have to.
Use the projections tab to enter expected revenue and expenses for future months or years. It’s useful for planning and funding purposes.
Check everything for accuracy, then export your completed file as a PDF, attach it to your business plan, or share it with investors or partners.
Plan Smarter & Faster with Upmetrics
Yes, it’s completely free. You just need to enter your contact details to download the file, and you’re good to go. It’s designed to give you a strong starting point, especially if you’re not ready to invest in planning software yet.
The following are the key financial statements that should be covered in your business plan:
No advanced skills are needed. All the calculations are already built in—totals, profit margins, and cash flows update automatically based on your inputs. So, even if you’re not confident with spreadsheets, you’ll be able to use this template with ease.
Financial statements help you understand how your business is doing. They show your income, expenses, cash flow, and overall financial health. If you’re applying for a loan, talking to investors, or making big decisions, these reports give you the numbers you need to back it up.
Yes. It works for most small businesses, whether you’re in services, retail, consulting, or online. You can also tweak it if needed.
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