Financial Statement Label Formulas

Use this template to automatically adjust the labels on your financial statements.
Template Contents
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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.

Key Features
  • 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)
Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
All Solutions
Support and Documentation
Last updated 11/12/2021 (Release Notes)
Fit for Purpose Solutions
Financial Statements Collaborate from different locations, conduct reviews and approvals in a single platform instead of over emails, and automate updates across hundreds of locations in seconds. Financial Statements