📊 OVERVIEW
An editable Excel template designed for structured balance sheet reporting across two financial years. Includes modular breakdowns for assets, liabilities, and owner’s equity—ideal for finance teams, delivery leads, and client-facing documentation.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx) featuring:
• 📋 Year-on-year comparison of current assets, fixed assets, and other assets
• 🧾 Liabilities and owner’s equity breakdown with investment capital and retained earnings
• 📈 Summary sheet with total assets, total liabilities, and balance logic
• ✅ Clear section headers for client-side editing
🧠 USE CASES
• Internal financial position tracking across two reporting periods
• Client-facing documentation of asset/equity structure and year-on-year changes
• Governance and audit preparation using structured balance 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 financial comparison
• 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.
