Format
Excel
Price
Free
How to use this template
- 1Enter your balance sheet date at the top
- 2Complete the Assets section: current assets then fixed assets
- 3Complete the Liabilities section: current then long-term
- 4Enter equity figures (share capital and retained earnings)
- 5The template verifies that your balance sheet balances automatically
- 6If there is a discrepancy, review your entries - the total should always balance
ReportsAccess free template
Balance Sheet Template
Structured balance sheet with auto-calculated totals. Assets, liabilities, and equity clearly laid out.
What's included
- Current assets: cash, accounts receivable, inventory
- Fixed assets: property, equipment, accumulated depreciation
- Current liabilities: accounts payable, short-term loans, accruals
- Long-term liabilities: bank loans, deferred tax
- Equity section: share capital, retained earnings
- Automatic balance check (assets = liabilities + equity)
- Balance sheet as-of date header
Who uses this template
- Annual accounts preparation for Companies House / tax authority
- Bank loan applications requiring a balance sheet
- Investor due diligence and funding rounds
- Accountant review and year-end preparation
Want to automate this entirely?
Note.now handles reports automatically - no spreadsheet required. Real-time data, one-click reports, and bank-connected accuracy.
Try free for 7 daysFrequently asked questions
My balance sheet does not balance - what do I do?
Check that retained earnings equals your cumulative net profit from your P&L. Also verify that you have not missed any liabilities or assets.
Should I include intangible assets?
Yes, if you have purchased goodwill, patents, or other intangibles with a definite value. Add a row in the fixed assets section.