3-Statement Financial Model Template

Create your own 3-statement model - balance sheet, income statement, and cash flow statement

Patrick Curtis

Reviewed by

Patrick Curtis

Expertise: Private Equity | Investment Banking

Updated:

September 15, 2022

Download WSO's free 3-Statement Financial Model template below!

This template allows you to create your own 3-statement model for a company - specifically, the balance sheet, income statement, and statement of cash flows.

The template is plug-and-play, and you can enter your own numbers or formulas to auto-populate output numbers. The template also includes other tabs for other elements of a financial model.

According to the WSO Dictionary,

"The financial statements are broken down into three different statements:

  • Income Statement – shows the income and expenditure of the company, including things such as depreciation, income tax, interest income etc.
  • Balance Sheet – shows the assets, liabilities and shareholders equity of a firm; it must always balance (i.e. assets = liabilities + shareholders equity).
  • Cash Flow Statement – shows the inflows and outflows of cash and shows whether the firm is actually making or losing money."

A screenshot below gives you a sneak peek of the template.

3-Statement Financial Model Template

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3-Statement Financial Model Template.xlsx 143.4 KB143.4 KB