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Balance Sheet (Simple) 1

This document provides instructions for tracking assets, liabilities, owner's equity, and balance using a workbook template. It explains that entering data into the Balance Sheet worksheet will automatically calculate totals for current assets, fixed assets, total assets, current liabilities, long-term liabilities, owner's equity, and the overall balance. A year-over-year chart is also automatically updated in another worksheet to compare values over time. Additional instructions are provided within the template itself.

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Anh Duy
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0% found this document useful (0 votes)
88 views3 pages

Balance Sheet (Simple) 1

This document provides instructions for tracking assets, liabilities, owner's equity, and balance using a workbook template. It explains that entering data into the Balance Sheet worksheet will automatically calculate totals for current assets, fixed assets, total assets, current liabilities, long-term liabilities, owner's equity, and the overall balance. A year-over-year chart is also automatically updated in another worksheet to compare values over time. Additional instructions are provided within the template itself.

Uploaded by

Anh Duy
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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ABOUT THIS TEMPLATE

Track your Total Assets, Liabilities, Owner’s Equity, and Balance using this workbook.

Enter Assets and Liabilities in respective tables in Balance Sheet worksheet.

Total Current, Fixed, and Other Assets, Total Current and Long-term Liabilities, Total Owner’s
Equity, and Balance are automatically calculated.

Year-over-year chart is automatically updated in the other worksheet.

Note: 

Additional instructions have been provided in column A in BALANCE SHEET worksheet and in cell
A1 in YEAR-OVER-YEAR CHART worksheet. This text has been intentionally hidden. To remove
text, select column A or cell A1, then select DELETE. To unhide text, select column A or cell A1,
then change font color.

To learn more about tables in the BALANCE SHEET worksheet, press SHIFT and then F10 within a
table, select the TABLE option, and then select ALTERNATIVE TEXT.
Cre
EnteYour Company Name Balance Sheet

AsseAssets
EnteCurrent assets: Previous Year Current Year
Cash - -
Investments - -
Inventories - -
Accounts receivable - -
Pre-paid expenses - -
Other - -
Total current assets - -

EnteFixed assets: Previous Year Current Year


Property and equipment - -
Leasehold improvements - -
Equity and other investments - -
Less accumulated depreciation - -
Total fixed assets - -

EnteOther assets: Previous Year Current Year


Goodwill - -
Total other assets - -

TotTotal assets - -

LiabLiabilities and owner's equity


EnteCurrent liabilities: Previous Year Current Year
Accounts payable - -
Accrued wages - -
Accrued compensation - -
Income taxes payable - -
Unearned revenue - -
Other - -
Total current liabilities - -

EnteLong-term liabilities: Previous Year Current Year


Mortgage payable - -
Total long-term liabilities - -

EnteOwner's equity: Previous Year Current Year


Investment capital - -
Accumulated retained earnings - -
Total owner's equity - -

TotTotal liabilities and owner's equity - -

Pre Balance - -
Year-over-year comparison
1.00

0.90

0.80

0.70

0.60

0.50

0.40

0.30

0.20

0.10

-
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Column C Column D

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