📊 OVERVIEW
An editable Excel template designed for structured balance sheet reporting with integrated financial ratio calculations. Includes modular fields for assets, liabilities, and equity, alongside auto-calculated metrics like current ratio, quick ratio, and debt-to-equity—ideal for finance teams, delivery leads, and client-facing documentation.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx) featuring:
• 📋 Balance sheet layout with current assets, liabilities, fixed assets, and equity
• 🧮 Built-in financial ratios including current, quick, cash, debt-to-equity, and working capital
• 📈 Auto-calculated totals and ratio logic for period-end reporting
• ✅ Clear section headers for client-side editing
🧠 USE CASES
• Internal financial health tracking and ratio analysis
• Client-facing documentation of balance sheet structure and performance metrics
• Governance and audit preparation using structured asset/liability logic
• Reusable format for multi-period and multi-entity environments
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure for balance sheet reporting and ratio calculation
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This editable template is available for immediate download upon purchase. No physical item will be shipped. Compatible with Microsoft Office and fully customisable for client-side use.
