Steps for Using the Income Statement Templatesįollow these easy steps to download, update, and use the templates: The templates included in the download are designed to be as industry-neutral as possible, and therefore contain more commonly used line item names.Ĭommon examples of items on an income statement are: Just as every business is unique, so is every income statement. The monthly income statement template can be used for any size company and allows for easy adjustment by adding and deleting line items.īy filling out the form at the top of this page you can download the Excel file with monthly templates. Since this template shows the data on a monthly basis, seasonality and month-over-month trends can be easily analyzed. The monthly income statement template is designed for a business that requires a more detailed reporting time period or requires a roll-up of monthly data into each annual period. Please fill out the form above (name and email address) for the annual income statement template and download a free copy of the Excel file. This free template can be used for large or small businesses and can be easily edited by removing or inserting rows (for new line items) as required. This provides for an easy year-over-year ( YOY) analysis.
The annual income statement template shown below takes five years of historical (or forecast) data and displays them consecutively. If you are analyzing the financial information for a company that spans several years, you may wish to use an annual income statement.
The income statement (also called a profit and loss statement) summarizes a business’ revenues and operating expenses over a time period to calculate the net income for the period.īelow are two types of income statement templates.
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