Financial Statement Templates
3 core financial statements for better decision-making
Balance sheet, income statement and cash flow statements. Think of these like scorecards, sharing critical information about your operation’s financial health, performance and sustainability. Used together, they’ll help you understand and interpret financial statements, making it easier to assess your financial stability and plan.
How they work
Balance sheet
- Provides a snapshot of your financial position at a specific moment
- Details what a business owns (assets), owes (liabilities) and ownership interest (equity)
Income statement
- Also known as a profit and loss statement
- Measures revenue and expenses, typically during a month, quarter or year
Cash flow statement
- Details the inflow and outflow of money during a specific period
- Categorizes cash activities into operating, investing and financing
