Basic Balance Sheet Excel Template | 2-Year Financial Statement & Ratio Analysis Spreadsheet

Organize and review your financial position with this Basic Balance Sheet Excel Template. Designed for straightforward financial record keeping, this reusable spreadsheet helps you organize assets, liabilities, and owner’s equity while automatically calculating important totals and financial ratios.

With a convenient 2-year comparison layout, you can enter financial figures for two reporting periods and review them side by side in one organized worksheet. 

Key Features

• 2-Year Financial Comparison – Review balance sheet figures for two reporting years side by side.
• Automatic Calculations – Built-in formulas calculate key totals and financial ratios.
• Assets Tracking – Organize current assets, fixed/long-term assets, and other assets.
• Liabilities Tracking – Record current and long-term liabilities in clearly organized sections.
• Owner’s Equity Section – Track owner investment, retained earnings, and other equity.
• Financial Ratio Analysis – Review five useful financial ratios automatically.
• Reusable Excel Template – Update the spreadsheet for different reporting periods as needed.
• Organized Layout – Keep important balance sheet information together in one spreadsheet.

Built-In Financial Ratios

The template includes automatic calculations for:

• Debt Ratio
• Current Ratio
• Working Capital
• Assets-to-Equity Ratio
• Debt-to-Equity Ratio

Ratios are calculated for both reporting years, making it easier to review changes in your financial position over time.

How It Works

1. Add your company details and reporting years.
2. Enter your asset figures.
3. Enter liabilities and owner’s equity figures.
4. Review the automatically calculated totals.
5. Review the built-in financial ratios for both years.

Useful For

This spreadsheet can be useful for:

• Small Business Owners
• Bookkeepers
• Freelancers
• Entrepreneurs
• Accounting Students
• Finance Professionals
• Independent Business Operators
• Anyone looking for an organized balance sheet spreadsheet

What’s Included

• Basic Balance Sheet Excel Worksheet
• Assets Section
• Current & Long-Term Liabilities Sections
• Owner’s Equity Section
• 2-Year Comparison
• Automatic Balance Sheet Totals
• 5 Built-In Financial Ratios
• Disclaimer / Reference Tab
• Reusable Excel Spreadsheet

Digital Product Information

This is a digital Excel spreadsheet template. No physical product will be shipped.

You will need compatible spreadsheet software to open and use the file. Because this is a reusable template, you can enter your own business and financial information directly into the designated areas.

Important

This template is intended as an organizational and informational tool and does not constitute accounting, financial, tax, or legal advice. Users are responsible for verifying their own financial information and determining whether the template is appropriate for their individual requirements.