Equity Schedule Excel Template
Free Excel Financial Model Download
Share capital and retained-earnings rollforward feeding the balance sheet.
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About this equity schedule
An equity schedule tracks share capital, retained earnings, reserves, distributions, and other equity movements through the forecast period. It helps the balance sheet tie while showing how profit, dividends, buybacks, capital raises, and ownership changes flow into shareholders' equity.
Use this free Excel equity schedule preview to compare retained earnings rollforwards, share capital schedules, and equity bridge layouts. It is useful for 3-statement models, public company forecasts, capital planning, and transaction models where equity movements need to be transparent.
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 Equity Schedule schedule do?+
An equity schedule tracks share capital, retained earnings, reserves, distributions, and other equity movements through the forecast period. It helps the balance sheet tie while showing how profit, dividends, buybacks, capital raises, and ownership changes flow into shareholders' equity.
When should I use a Equity Schedule schedule?+
Use this free Excel equity schedule preview to compare retained earnings rollforwards, share capital schedules, and equity bridge layouts. It is useful for 3-statement models, public company forecasts, capital planning, and transaction models where equity movements need to be transparent.
What is included on this Equity Schedule schedule page?+
The page includes a live Excel preview, source model examples, sheet-name variants, and related schedules for the equity schedule workflow.
Can I download the workbook behind this Equity Schedule 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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