📊 OVERVIEW
An editable Excel workbook designed to track assets, liabilities, and equity across quarterly intervals, with built-in logic for financial ratios and net worth calculation. Ideal for individuals, consultants, and financial advisors managing personal balance sheets, debt levels, or investment readiness.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx)
• 🧾 Structured fields for assets, liabilities, equity, and shareholder funds across Start of FY, Q2, and Q4
• 📘 Built-in logic for current ratio, quick ratio, leverage ratio, and debt-to-equity ratio
• ✅ Modular layout for quarterly updates and financial health reviews
🧠 USE CASES
• Personal net worth tracking and financial health assessment
• Client-facing documentation for financial advisors or estate planners
• Debt management and investment readiness planning
• Reusable format for any income level, asset mix, or financial objective
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure with consistent logic across quarters and financial 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 individuals who need a clean, editable financial statement they can deploy across any review, planning session, or advisory workflow
