Balance Sheet
The Balance Sheet workbooks show a company's financial position across assets, liabilities, and equity at a specific point in time. Two versions are available. The standard balance sheet compares actual vs. budget figures for the current and prior year. The rolling 12 month version shows the ending balance of each account across the last 12 fiscal periods, giving a longer view of how balances have moved over time.
Benefits of the balance sheet workbooks
- Confirm the company's financial position for any selected fiscal period.
- Compare actual balances against budget to identify where results differ from plan.
- Track how balances have shifted across the last twelve fiscal periods.
Available workbooks
These workbooks are located in the left navigation panel under Workbooks, in the Balance Sheet folder.