The Vertex42™ collection of financial spreadsheets includes templates designed specifically for small business owners. We hope that you will find them as useful as we have! The spreadsheets featured below also work with OpenOffice and Google Spreadsheets, so if you are operating your business on a very tight budget, hopefully you'll be able to make these financial templates work for you.


Financial Statement Templates

Balance Sheet
Balance Sheet Template
Summarize what your company owns and owes.
Income Statement
Income Statement Template
Provides a measure of your company's economic performance. Also called a "Profit and Loss Statement"
Business Budget
Business Budget Template
Based on the Income Statement template, with similar categories and layout.
Break Even Analysis
Break Even Analysis
Calculate the Break-Even Point or Payback Period for a new venture or product.
Profit and Loss Template
Profit and Loss Template
Based on the Business Budget template - helps you create a 3-year profit and loss projection.
Business Startup Costs
Business Startup Costs
Estimate the startup expenses for your new business idea.
Statement of Cash Flows
Statement of Cash Flows
Where does your company get and spend its cash?
Depreciation Schedule Template
Break Even Analysis
Calculate yearly depreciation for multiple assets using the straight-line or declining balance methods.
Billing Statement
Billing Statement Template
This works well as an customer account statement. It can also be used to bill a customer.
Personal Financial Statement Template
Personal Financial Statement
Create and maintain your own personal financial statements, including a balance sheet and a cash flow statement.
Waterfall Chart Template
Waterfall Chart Template
Create a horizontal or vertical waterfall chart using Excel.
Sales Forecast Template
Sales Forecast Template
Create a sales forecast spreadsheet to use in your business plan, including estimated sales, COGS, and gross profit on a monthly basis over 3 years. Includes sample charts.

More Financial Statements

  • Net Worth Calculator - This is a simple worksheet for calculating your personal net worth.
  • NPV Calculator - A simple spreadsheet to help calculate Net Present Value and Internal Rate of Return of various investments.
  • Financial Management Templates at - The new Microsoft Office® templates gallery has a few financial statements.

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