Financial Statement Label Formulas
Use this template to automatically adjust the labels on your financial statements.Don't have an account? Contact us to get started.
Simplify updates to your financial statements with pre-built formulas
This template includes a spreadsheet with example financial statements. Certain rows have formulas that derive the row label based on the date and/or relevant amounts from the statements. These formulas can be applied to your own set of financials or throughout your reporting documents as you see appropriate.
- Automation of two-way captions
- Automation of labels that change based on date (ex.: Beginning of period vs. Beginning of year)
- Automation of labels that have amounts embedded (ex.: Allowance for doubtful accounts, Shares issued and outstanding)
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