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Free balance sheet template

Balance sheet in Neat gives you a snapshot of your company’s finances, including assets, liabilities and shareholders’ equity. We’ve built this free balance sheet template to help you manage your numbers quickly and easily.

If you’re looking for something more fully-featured, Neat handles all the data-entry and number-crunching for you.

How to use this balance sheet template

Every cell in this balance sheet template is editable. Avoid modifying any field that has a formula to ensure proper tax and total calculations.

Step 1

Insert your business information in the top-left corner of the template.

Step 2

Customize the balance sheet with your logo by clicking on the “Insert your logo” box.

Step 3

Next, fill in your assets and liabilities. For asset and liability definitions, refer to our glossary of accounting terms.

Step 4

Input your investment capital so the template can calculate your equity.

Step 5

Review your information and make sure it’s error free. Don’t forget to save your template so you can see how your financials change over time.

Balance Sheet Template

Neat – Even easier than balance sheet templates

Neat allows you to fuel your business with trending data about your cash balance, top expense categories, total sales and more. It’s taking balance sheets to the next level.

Neat pulls in your assets

No need to manually add individual line items

Neat automatically pulls in your assets and liabilities based on bank transactions that are connected to your Neat account.

Detail report

See either summary or detailed reports

Choose how much detail to include in your report and export to a PDF or CSV file.

Compare balance sheets

View current and past balance sheets

Review previous reports to understand how your balance sheet, and business, is changing over time.

Balance sheet template vs. Neat

 Balance sheet templateNeat
Receipt scanningNot IncludedIncluded
Automatic reportingNot IncludedIncluded
Mobile appNot IncludedIncluded
Sync bank accountsNot IncludedIncluded
Dedicated supportNot IncludedIncluded

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