Finance template

3-Statement Financial Model Template

A lightweight, linked P&L, balance sheet and cash-flow model for quick scenario work — change one driver and watch all three flow through.

Use this template free →
Opens in your browser with sample data · export to Excel any time · your data stays yours

Prefer the spreadsheet? 3-Statement Financial Model Template · Fixed Asset & Depreciation Template — free with an account, 3 free downloads.

See inside before you download: 3-Statement Financial Model Template · Fixed Asset & Depreciation Template

3-statement-model · sample dataResult
Revenue (FY)
£2,359,000
Net profit
£260,000
Ending cash
£486,000
Net margin
11.0%

What's inside this template

Three linked statementsP&L, balance sheet and cash flow that stay in sync.
Driver-basedChange a growth or margin assumption and everything recalculates.
Scenario-readyDuplicate and compare base vs upside vs downside.
Export to ExcelHand the model over clean.

How it works

Open the template

It loads with realistic sample data so you see a finished result immediately — nothing to set up.

Swap in your data

Type over the sample values, or upload your own file and map the columns in a couple of clicks.

Read, export, share

The model recalculates instantly. Export to Excel or send a live link.

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Common questions

What are the three statements and how do they link?

P&L, balance sheet and cash flow. Net profit from the P&L flows into retained earnings on the balance sheet and starts the cash-flow statement; the closing cash balance then returns to the balance sheet. If those links break, the balance sheet stops balancing.

Is this a full investment-banking model?

No, and deliberately so. It's a lightweight linked model for scenario work and board conversations — enough structure to be coherent, not so much that changing one assumption takes an afternoon.

Why doesn't my balance sheet balance?

Nearly always one of three things: net profit not carried to retained earnings, a cash movement recorded in only one statement, or depreciation added back in the cash flow but not deducted in the P&L.

Start from the 3-statement mini-model template

Open it with sample data, swap in your own, and export in seconds — no formulas, no blank page.

Use this template free →
No card required · works in your browser · export any time