Balance Sheet Excel Template
Free Excel Financial Model Download
Assets, liabilities and equity that tie to the income statement and cash flow.
Other examples (82 models)
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About this balance sheet schedule
A balance sheet schedule organizes assets, liabilities, and equity so the model stays integrated and auditable. It ties working capital, PP&E, debt, retained earnings, cash, and plug checks back to the income statement and cash flow statement.
Use this free Excel balance sheet schedule preview to study how complete financial models structure historical balances, forecast drivers, and balance checks. It is especially helpful when building a 3-statement model, credit model, valuation model, or board-ready forecast where the balance sheet must tie every period.
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Frequently asked
What does the Balance Sheet schedule do?+
A balance sheet schedule organizes assets, liabilities, and equity so the model stays integrated and auditable. It ties working capital, PP&E, debt, retained earnings, cash, and plug checks back to the income statement and cash flow statement.
When should I use a Balance Sheet schedule?+
Use this free Excel balance sheet schedule preview to study how complete financial models structure historical balances, forecast drivers, and balance checks. It is especially helpful when building a 3-statement model, credit model, valuation model, or board-ready forecast where the balance sheet must tie every period.
What is included on this Balance Sheet schedule page?+
The page includes a live Excel preview, source model examples, sheet-name variants, and related schedules for the balance sheet workflow.
Can I download the workbook behind this Balance Sheet example?+
Yes. Use the download button or open one of the linked source models to download the full Excel workbook that contains this schedule.
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