Free Financial Statement Template

The financial statement template is a free web-based tool. This tool can be downloaded into Excel for a very small fee. The content plugged into this table will be lost every time the page is reloaded. These statements are designed to be used for internal use only, and are not up to bank or investor standards. Please see our 'Financial Statements' section for more information about bank and investor ready financial projections. The free financial statements template includes an income statement, statements of cash flow and a loan amortization schedule. See our Level 1 for a balance sheet and more.

There are 8 main areas the user can change to create their financial statements: Revenue, Expenses, Tax Rate, Depreciation, Loan, Investment, Assets Purchased, and Assets Sold.

The financial statement template tool can be purchased and downloaded in Microsoft Excel for only $15. Please follow the link below to download this tool. Following your payment, you will be redirected to the download page.

Free Financial Statement Template


Year 1 Revenue Amount				Loan Amount Seeking
Revenue Growth by Year				Loan Interest Rate
Direct Cost of Revenue Percent				Loan Term In Years

List Your Company Expenses In The 6 Categories Below & Growth Rate				Investment Amount In Year 1
				Investment Amount In Year 2
				Investment Amount In Year 3

				Long-Term Assets Purchased In Year 1
				Long-Term Assets Purchased In Year 2
				Long-Term Assets Purchased In Year 3

Expected Tax Rate				Long-Term Assets Sold In Year 1
Expected Depreciation Rate In Years				Long-Term Assets Sold In Year 2
				Long-Term Assets Sold In Year 3
Check Area



Income Statement				Loan Amortization Schedule
	Year 1	Year 2	Year 3	Starting Balance	Principle	Interest	Payment
Revenue
Cost of Revenue
Gross Profit
Gross Margin Percent

Operating Expenses






Total Operating Expenses

Operating Profit
Operating Profit Percent

Depreciation
EBIT
EBIT Percent

Interest Expenses
Taxes Accrued
Earnings
Earnings Percent

Statement of Cash Flow
	Year 1	Year 2	Year 3
Operating Activities
Cash Received
Cash Used
Net Cash From Operating

Investing Activities
Cash Received
Cash Used
Net Cash From Investing

Financing Activities
Cash Received
Cash Used
Net Cash From Financing

Net Cash Flow
Cash Balance