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ABOUT THIS TEMPLATE

Track your Total Assets, Liabilities, Owner’s Equity, and Balance using this workbook.

Enter Assets and Liabilities in respective tables in Balance Sheet worksheet.

Total Current, Fixed, and Other Assets, Total Current and Long-term Liabilities, Total Owner’s
Equity, and Balance are automatically calculated.

Year-over-year chart is automatically updated in the other worksheet.

Note: 

Additional instructions have been provided in column A in BALANCE SHEET worksheet and in cell
A1 in YEAR-OVER-YEAR CHART worksheet. This text has been intentionally hidden. To remove
text, select column A or cell A1, then select DELETE. To unhide text, select column A or cell A1,
then change font color.

To learn more about tables in the BALANCE SHEET worksheet, press SHIFT and then F10 within a
table, select the TABLE option, and then select ALTERNATIVE TEXT.
Cre
EnteYour Company Name Balance Sheet

AsseAssets
EnteCurrent assets: Previous Year Current Year
Cash - -
Investments - -
Inventories - -
Accounts receivable - -
Pre-paid expenses - -
Other - -
Total current assets - -

EnteFixed assets: Previous Year Current Year


Property and equipment - -
Leasehold improvements - -
Equity and other investments - -
Less accumulated depreciation - -
Total fixed assets - -

EnteOther assets: Previous Year Current Year


Goodwill - -
Total other assets - -

TotTotal assets - -

LiabLiabilities and owner's equity


EnteCurrent liabilities: Previous Year Current Year
Accounts payable - -
Accrued wages - -
Accrued compensation - -
Income taxes payable - -
Unearned revenue - -
Other - -
Total current liabilities - -

EnteLong-term liabilities: Previous Year Current Year


Mortgage payable - -
Total long-term liabilities - -

EnteOwner's equity: Previous Year Current Year


Investment capital - -
Accumulated retained earnings - -
Total owner's equity - -

TotTotal liabilities and owner's equity - -

Pre Balance - -
Year-over-year comparison
1.00

0.90

0.80

0.70

0.60

0.50

0.40

0.30

0.20

0.10

-
sh ts ies le es er et
s nt ts ts on ets ill ets le es on le ue er es le es ta
l gs ity
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Ac P To per eho d o l ru nco U M I
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Column C Column D

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