Free balance sheet template

Balance sheets in NeatBooks 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, NeatBooks handles all the data-entry and number-crunching for you.

How to use this balance sheet template

Every cell in this income statement 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 by Neat
Download your free balance sheet template

NeatBooks® – Even easier than balance sheet templates

NeatBooks 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.

Balance sheet example

No need to manually add individual line items

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

Detailed view of balance sheet

See either summary or detailed reports

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

Balance sheet example

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. NeatBooks®

Balance sheet template NeatBooks
Receipt scanning No
Automatic reporting No
Mobile app No
Sync bank accounts No
Dedicated support No

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