Excel Balance Sheet Template

4.63 (19 reviews)

Balance Sheet Template in Excel spreadsheet. Automatic dashboard with charts and financial ratios. Easy-to-edit & ready-to-print. Export to PDF.

Balance-Sheet-Template-Someka-SS01
Balance-Sheet-Template-Someka-SS02
Balance-Sheet-Template-Someka-SS03
Balance-Sheet-Template-Someka-SS04
Balance-Sheet-Template-Someka-SS05
Balance-Sheet-Template-Someka-SS06

Download Free Demo!

Enter your email to download
Excel Balance Sheet Template - Demo version

Updates and news will be sent to this email address

GET THIS TEMPLATE

Additional Services

OR

BECOME MEMBER
Get this template, plus 400+ more with Someka Membership
Multi-User and Technical Support included. Learn more

TEMPLATE DESCRIPTION

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

A balance sheet, also known as a statement of financial position, is one of the major financial statements that provide an insight into the company’s financial health. Looking at how these figures develop over periods may help to reveal important trends, detect problems and predict future performance.

BALANCE SHEET TEMPLATE FEATURES:

The template consists of 3 main sections:

  1. Input
  2. Dashboard
  3. Print Form

Basically, the flow of the template:

Balance-Sheet-Template-Someka-01-Flow-3

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

1. INPUT

The 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.

Balance-Sheet-Template-Someka-02-Inputs

The assets section contains those valuable things the company owns, 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 the balance sheet.

Balance-Sheet-Template-Someka-03-Assets

LIABILITIES & EQUITY

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

Balance-Sheet-Template-Someka-04-Liabilities

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.

Balance-Sheet-Template-Someka-05-Equity

**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.

2. DASHBOARD

To clarify, the 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

Balance-Sheet-Template-Someka-06-Dashboard

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 also provides a measure of financial risk you’re taking. Normally, shouldn’t be more than 0.7 because a 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 your current operations without relying on short-term borrowings.

How to calculate Balance in Excel?

The Balance Sheet is an equality between your active and passive items. So, the total of your Assets should be equal to the sum of the total Liabilities and Equity. So, you can calculate balance in Excel according to this equation:

Assets = Liabilities + Equity

With Someka’s Balance Sheet Template, all your equations will be calculated automatically.

3.PRINT FORM

The last section is an auto-generated blank balance sheet form of this balance sheet template. Also, you can create a consolidated report and email it to your bank in just a few seconds.

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

You can easily take this print-out to submit to authorities.

How to create a personal balance sheet?

The balance sheet formats are usually created for companies, but individuals may also need to show the asset-liability balance. So, you can either edit this Balance Sheet Excel template with personal data, or check Someka’s Personal Financial Statements template.

BALANCE SHEET TEMPLATE FEATURES SUMMARY:

  • Easy Financial Reporting in Excel
  • Dashboard with charts
  • Print Form feature
  • Works both on Mac and Windows
  • No installation needed. Ready to use.
  • Compatible with Excel 2010 and later versions
  • On Sheet Instructions

Balance Sheet Template is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

Download Now!

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

Balance Sheet Template - Someka Excel Template Video

FREQUENTLY ASKED QUESTIONS

Balance Sheet Excel Template FAQ

A balance sheet is a financial statement that provides a snapshot of a company’s financial position at a specific point in time. It shows:

  • What the company owns (assets)
  • What the company owes (liabilities)
  • The amount invested by shareholders (equity)

This Balance Sheet Excel template helps you create and maintain an accurate balance sheet for your business.

The Balance Sheet is an equality between your active and passive items. So, the total of your Assets should be equal to the sum of the total Liabilities and Equity. So, you can calculate balance in Excel according to this equation:

Assets = Liabilities + Equity

With Someka’s Balance Sheet Template, all your equations will be calculated automatically.

With Someka Balance Sheet template, creating a balance sheet is simple:

  1. Input your financial data in the “Input” section
  2. Enter beginning and end balances for Assets, Liabilities, and Equity
  3. The dashboard and print form will automatically update with your data

The Someka Balance Sheet Excel Template makes it easy to create a PDF balance sheet:

  1. Fill in your financial data in the template
  2. Go to the “Print Form” section
  3. Use Excel’s “Save as PDF” feature or the template’s built-in “Export to PDF” function

Yes, the dashboard section includes charts that visually represent your financial data, making it easier to understand and present.

The balance sheet formats are usually created for companies, but individuals may also need to show the asset-liability balance. So, you can either edit this Balance Sheet Excel template with personal data, or check Someka’s Personal Financial Statements template.

USER REVIEWS & COMMENTS

19 reviews for Excel Balance Sheet Template

  1. S. Allen –

    My presentations are now visually stunning, thanks to your templates.

  2. Rana Rahman –

    Thank yo so much! The quick response times were truly impressive.

  3. Rana Rahman –

    Where is my password???

    • Someka –

      Hi Rana, Firstly our templates are ready to use right away and don’t require unlocking. We’ve added password protection to specific sections within our templates to prevent inadvertent modifications, such as accidentally overwriting a formula or deleting a calculation column, by users.
      For your own modifications, we also sent you a ZIP file with an enclosed password. You can use this password to unlock the entire spreadsheet.
      For more information about unlocking Someka’s Excel templates, please check the link.

  4. Mariam Park –

    Your attention to detail sets your Excel templates apart. Thank you!

  5. THorn –

    Thanks for helpful ratios

  6. Jere W –

    hi,very good excel,can i share it with my company member?

    • Someka –

      Hello Jere,

      For sharing rights, we provide two different license types to our users. Check this guide to learn more about it: Licence Details

  7. Gideon Mathew –

    I will rate after installing and use.

  8. Laura –

    A mortgage company wanted a profit and loss balance sheet for me right away. So I was searching for an Excel sheet to create a file. this tool is basic and clear. As a mediocre in Excel, I used this sheet without any corruption or error. I didn’t see that you also have a profit and loss statement tool separately, but I will also have a look at it. worth the price!

    • Someka –

      Hi Laura,
      Thanks for your interest!
      We always try to create our templates in a simple way. As you said, our Profit and Loss Statement Template is another useful option for you as well. For further questions and support please do not hesitate to send an email to our support team.
      Best wishes!

  9. prabha –

    good morning. just downloaded the link that u provided me on my request. let me go thru it and then i will send my comments. thanks and regards.

    • Someka –

      Hi Prabha,
      We are waiting for all of your comments, even positive or negative. All comments are welcomed on our side!

  10. 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.
      Regards,

  11. ROLAN SAN JOSE –

    good

  12. Francisco Olivares –

    Ótimo modelo para mim é o melhor!

  13. Alex –

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

  14. 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.

  15. 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!!!!

  16. Bo Jang –

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

  17. james watts –

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

  18. robert allen –

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

  19. ricardo b –

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

Leave a customer review

Only verified users who have downloaded and used the template may leave a review.

RELATED TEMPLATES

  • Team To Do List Excel TemplateTeam-To-Do-List-Someka-Excel-Template-SS2

    Team To Do List Excel Template

     $0.00 – $69.95

    Excel Team To Do List Template is designed for task management and tracking of employees. Summary dashboard with charts. Editable & printable.

    Select options
    This product has multiple variants. The options may be chosen on the product page
  • FMEA Excel TemplateFMEA-Excel-Template-Someka-Excel-Template-SS2

    FMEA Excel Template

     $0.00 – $69.95

    Risk analysis tool in Excel. Detect failure modes and plan preventive actions with FMEA model. Dynamic dashboard included. All print-ready.

    Select options
    This product has multiple variants. The options may be chosen on the product page
  • Action Plan Excel TemplateAction-Plan-Excel-Template-Someka-SS5

    Action Plan Excel Template

     $0.00 – $59.95

    Action Plan Template to organize and track targets in Excel. Input your goals and actions, and measure status and progress. Visual charts are included.

    Select options
    This product has multiple variants. The options may be chosen on the product page
  • Standard Work Excel TemplateStandard-Work-Someka-Excel-Template-SS2

    Standard Work Excel Template

     $0.00 – $59.95

    Free download Standard Work Template in Excel. Sleek design tool for lean manufacturing. Ready-to-present charts and diagrams. Printable report included.

    Select options
    This product has multiple variants. The options may be chosen on the product page
  • Rent Ledger Template in ExcelRent-Ledger-Someka-Excel-Template-SS2

    Rent Ledger Template in Excel

     $0.00 – $49.95

    Excel template to create Rental Ledger Forms. Track your rental transaction history. Printable and fillable ledgers for landlords and property managers.

    Select options
    This product has multiple variants. The options may be chosen on the product page
  • Decision Tree Excel TemplateDecision-Tree-Template-Someka-SS2

    Decision Tree Excel Template

     $0.00 – $79.95

    Tree diagram maker in Excel. Flexible decision tree template to visualize your potential decision paths. Printable tree chart with optional settings.

    Select options
    This product has multiple variants. The options may be chosen on the product page
Search