Financial Statement Label FormulasUse this template to automatically adjust the labels on your financial statements.
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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.
- 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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Last updated 11/12/2021 (Release Notes)
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