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Balance Sheet Template

4.2 (10 reviews)

Balance Sheet Template in Excel lets you prepare a balance sheet report and calculate financial ratios with a well designed structure!

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Buy Modifiable Version Buy Modifiable Version

Balance sheet, also known as a statement of financial position, is one of the major financial statements that provides an insight about the company’s financial health. So it is important to see how things are changing over time. Looking at how these figures develop from period to period may help to reveal important trends, detect problems and predict future performance.

By using this Balance Sheet Template, you can easily prepare a balance sheet report, analyze assets’ and liabilities’ structure, and calculate basic financial ratios of your company!


The template consists of 3 main sections:

  1. Input
  2. Dashboard
  3. Print Form

Basically, the flow of the template:


Now, let’s dive into each section of Balance Sheet Template.


Input section is where you can enter information about your assets, liabilities, and equity. It provides a clear and flexible layout, suitable for each and every business.

Here you will input your beginning and end balances along with item descriptions into Assets, Liabilities, and Equity.


Assets section contains those valuable things the company owns, and which can be used to generate cash flows, by either selling them directly or using them to produce other assets or to reduce expenses.

Current assets are those you expect to realize during the next 12 months.

Non-current assets are those you expect to hold for more than 12 months from the date of balance sheet.



Liabilities are money amounts that the company owes, either legally or constructively, to other persons. While assets contribute to shareholder value, liabilities do exactly opposite.

Current liabilities are those you expect to settle or pay during the next 12 months.

Non-current liabilities are those you expect to exist for more than 12 months from the date of the  balance sheet.


Equity is a residual part of the assets’ value that belongs to the company shareholders, after deducting total liabilities from the aggregate value of its assets.


**You can add as many lines in each section as you need.

After you input the all information above, see the charts and financial ratios on the Dashboard.


Dashboard section of this balance sheet template visualizes your financial information and provides a calculation of basic financial ratios such as:

  • Current Ratio
  • Debt Ratio
  • Debt-To-Equity Ratio
  • Working Capital Amount


Current Ratio shows your ability to cover your current liabilities so it should be more than 1. Otherwise, it would be a sign of trouble if you run into financial difficulty.

Debt Ratio shows what share of your assets is financed by debt, and provides a measure of financial risk you’re taken. Normally, shouldn’t be more than 0.7 because higher ratio suggests higher risk.

Debt-To-Equity Ratio shows how much your financial position is leveraged. The more its value, the more financial distress.

Working capital shows how much of your current assets are financed by long-term, rather short-term, sources. Higher working capital indicates your ability to finance current operation without relying on the short-term borrowings.


Last section is an auto-generated Print Form of this balance sheet template. You can create a consolidated report and email to your bank in just a few seconds.

Balance-Sheet-Template-Someka-07-Print Form


  • Easy-to-use, professional design
  • Dashboard with charts
  • Print Form feature
  • Works both on Mac and Windows
  • No installation needed. Ready to use.
  • Compatible with Excel 2007 and later versions
  • On Sheet Instructions

This excel template is ready-to-use and provided as is. If you need customization on your reports or need more complex templates, please refer to our custom services.


10 reviews for Balance Sheet Template

  1. Sabrina Robinson

    Thank you! I have learned so much with your you tube page. I have to keep educating myself through your templates and videos.

    • Someka

      Hi Sabrina,
      Thanks a lot for your valuable thoughts! Appreciated! We always try to do our best as we can to make our customers satisfied. Please do not hesitate to share all types of feedback with us anytime.



  3. Francisco Olivares

    Ótimo modelo para mim é o melhor!

  4. Alex

    Very happy with this template and the support I get for it.

  5. noor espinal

    Great design, I liked the Print Form, but free version is so limited. I don’t have to buy modifiable version!!!!

    • Someka

      Hello noor! Thank you for your feedback. Our templates are designed as-is so just for further modification you need to buy modifiable version.

  6. Stan Parra

    I didn’t get this password thing!!!

    • Someka

      Hello Stan! We’ve already sent the password via order e-mail. Could you please check your inbox/spam box? In case you’ve missed, please let us know! We will send you again.

    • Stan Parra

      Ow, my bad! Thanks a lot!!!!

  7. Bo Jang

    I’ve installed this template, its working well, support is very helpful, and I’ll buy modifiable version.

  8. james watts

    saved me a lot of time. all you have to do is inputting numbers and it gives my report. Thx Someka!

  9. robert allen

    user-friendly and provided meaningful guidance all while remaining very flexible

  10. ricardo b

    all I needed for simple project book keeping and accounting basics. This is very good and useful.

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