Finance & AdministrationAvailable for Download

Balance Sheet

Set out assets, liabilities and equity at a reporting date, with a built-in check that the balance sheet balances. Excel workbook.

Who Should Use It:Small business owners, managers, and administrators.
Primary Task:Set out assets, liabilities and equity at a reporting date, with a built-in check that the balance sheet balances. Excel workbook.
File FormatsMicrosoft Excel (.xlsx)
CompatibilityMicrosoft Excel, LibreOffice Calc, Google Sheets
License100% Free for Team Use
AccessDirect Download (No Sign-Up)
Free download

Download this template

Choose the file you need, then download it. No sign-up, no payment.

Excel (.xlsx)10 KBFree

Editable Excel workbook with formulas and print setup.

Free for team useNo sign-upEditable file
Document Preview

This is the actual first page of the file. Click the preview to see it larger, then download it below. The Sample card shows a completed example, filled in with sample details.

What’s Included in This Resource

Every resource on The Office File provides a complete toolkit rather than an empty, unhelpful document shell:

  • Editable Microsoft Excel (.xlsx) workbook with built-in formulas

Sample included: Example: Balance Sheet in use. Set out assets, liabilities and equity at a reporting date, with a built-in check that the balance sheet balances. Excel workbook.

How to Use This Template

Follow these practical steps to customize and roll out this procedure with your team:

1

1. Download the file

Get the editable Excel workbook.

2

2. Replace the example figures

Overwrite the white input cells with your own figures. Copy the net profit total from the Profit and Loss Statement into the net profit line.

3

3. Check the balance

The balance check at the foot of the sheet must read BALANCED before you rely on the figures.

4

4. Save and share

Save your finished workbook, print it, or share it with your team or adviser.