Excel
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Why choose our financial statements template?
Forecast-friendly layout
Simple structure makes it easy to plug in real numbers or projections for future planning.
Built-in formulas
All sheets use formulas to calculate totals and percentages—no need to do the math manually.
Investor-ready reports
Includes the key financial statements that banks, investors, and grant reviewers want to see.
5-Year financial view
Plan your revenue, expenses, and cash flow for up to five years—great for long-term planning.
Financial statement template highlights
Here’s what we’ve included in this financial statement template:
- Revenue Forecasts
- Operating Expenses
- Startup Costs
- Important Assumptions
- Income Statement (Profit & Loss Statement)
- Cash Flow Projections
- Balance Sheet
- Tax Calculations
Steps to use our financial statement template
Get the template
Enter your contact info to download the Excel and Google Sheets file. Make a copy and choose the version that suits you best.
Gather your numbers
Collect business details like revenue, expenses, assets, and liabilities. Having this data ready helps you fill out the template quickly and accurately.
Fill in each section
Add your numbers to the income statement, balance sheet, and cash flow tabs. The template auto-calculates totals, so you don’t have to.
Add future projections
Use the projections tab to enter expected revenue and expenses for future months or years. It’s useful for planning and funding purposes.
Save and share
Check everything for accuracy, then export your completed file as a PDF, attach it to your business plan, or share it with investors or partners.
Why choose Upmetrics over a financial statement template?
- Several hours of work
- Time-consuming calculations
- No collaboration
- No support
- No integrations
- Guided financial forecasting tool
- Automated forecasts (7-10 years)
- What-if scenario analysis
- Up to 5 team members
- World-class customer support
- QuickBooks/XERO integrations
Financial templates are time-consuming & prone to human error—Upmetrics, on the other hand, is a much more efficient alternative.
Upmetrics is a modern, AI-powered planning tool that simplifies financial forecasting for startups and small businesses. With an AI financial assistant, a powerful visual dashboard, and real-time collaboration, it helps you create clear, accurate projections.
Plan Smarter & Faster with Upmetrics
Start Planning NowFrequently Asked Questions
Yes, it’s completely free. You just need to enter your contact details to download the file, and you’re good to go. It’s designed to give you a strong starting point, especially if you’re not ready to invest in planning software yet.