📊 OVERVIEW
An editable Excel workbook designed to track assets, liabilities, and equity across two fiscal years, with built-in logic for financial ratios. Ideal for founders, consultants, and finance teams managing annual reporting, investor packs, or internal performance reviews.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx)
• 🧾 Structured fields for current assets, fixed assets, and other assets
• 📘 Liabilities and owner’s equity breakdown with year-on-year comparison
• ✅ Built-in logic for key financial ratios: debt ratio, current ratio, working capital, assets-to-equity, and debt-to-equity
🧠 USE CASES
• Annual financial reporting and investor readiness
• Client-facing documentation for funding proposals or strategic planning
• Internal performance tracking across fiscal years
• Reusable format for any business model, funding stage, or reporting cadence
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure with consistent logic across both years and all categories
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This template is available immediately—no waiting, no shipping, no locked fields. Built for professionals who need a clean, editable yearly balance sheet they can deploy across any financial model, pitch deck, or operational strategy
