Income Statement Template

Feel free to download Financial Edge Training’s free income statement template, which will allow you to create profit and loss statements for your business or conduct analysis of a company’s financial performance. Simply enter your data into cells and the template will automatically generate the annual statement.

The statement proves invaluable for analysts looking for a company’s financial performance metrics. It is a useful tool for tracking progress and making sense of financial trends. It also includes margin ratios so you can judge your performance (see the link below for a separate blog on margin ratios).

Download the free template

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Income-Statement-Graphic Template

Steps for Using the Income Statement Templates

  • Download the template
  • Input your own numbers in place of the example numbers in the blue font color cells
  • Add or cut line items as needed (select the row with your mouse, right click and choose Insert, or Delete)
  • Ensure that the formulas in the black font color cells include all your new line items
  • You now have your own income statement

More Income Statement Blogs

Margin Ratios

Income Statement 

Income statement Analysis

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