Home
Creators
Search Recent Random
Posts
Search DMs Popular Hash Lookup Tags Random
Importer
Import FAQ
Register Favorites Keys Review DMs Logout
Community
Telegram ThePornDude
Home Creators Posts Import Register Favorites Logout

ANNUAL FINANCIAL STATEMENTS: EARLY ACCESS & DOWNLOADS [Silver Members] (Patreon)

Published:
2025-05-25 12:15:01
Imported:
2026-09
Tags:

Downloads

Content

Hello, my friends, great to have you here as a Silver Member. This week's training is on the Annual Financial Statements.

In this training, you'll learn how to create a complete set of Annual Financial Statements in Excel  — including the Income Statement, Balance Sheet, Cash Flow Statement, and Statement of Owner's Equity each with Current & Previous Period. I’ll walk you through the layout, formulas, formatting, and dynamic controls like period switching, printing, and page setup — all with a professional, customizable design. Perfect for freelancers, small business owners, and Excel enthusiasts.

▶️⁠ Feel free to watch the full training video when it goes live on YouTube here.

As a Silver Member, you can also participate in our Feature, Fix or Focus Program, in which each week I will add a feature, fix an issue, or focus on a specific part of the current week’s training. This Feature, Fix, or Focus will be entirely based on your requests and ideas in the comments below. Based on those suggestions, I will then create another short video, along with an updated workbook and make them available exclusively to you, right here on Patreon. I look forward to reading your comments below.

👉⁠ Make sure you download the workbook, PDF codebook, and the training resources in the files below.

I would love to hear your feedback, ideas, and suggestions on any upcoming videos as well, so make sure to comment below as I read every comment.

I look forward to hearing from you and I hope you enjoy the training. Thank you

Files

Comments

Majok

Hi Randy, Thank you for creating excellent Annual Financial Statements. You have produced four good Financial Statements in Excel, including the Income Statement, Balance Sheet, Cash Flow Statement, and Statement of Owner's Equity for current, previous, and next periods. Request for Enhancements to Financial Statements. I would like you to add a customize and refresh button, along with a [Date Range] section for generating reports for [monthly, 1st quarter, 2nd quarter, 3rd quarter, 4th quarter, this year only, last year only] or from dd/mm/yyyy to dd/mm/yyyy. Include a Query or date range button similar to what we had in “Income Statement Zoom In On Haver. ” Key Points: • Request to add a customize and refresh button. • Need for a [Date Range] section for various report generations such for monthly, quarterly report etc. • Suggestion to add a Query or date range button similar to the "Income Statement Zoom In On Haver. "

Excel For Freelancers

Hi Majok, thanks so much for your message and request. I will do my best to get these done in the update. Thanks again for your continued support

Majok

Thanks.. Can you include Financial ratios such as - Current ratio - Quick ratio - Debt to Equity ratio - Return on Equity (ROE) - Return on Asset (ROA) - Debt ratio - Debt ratio - Current liabilities to net work - Working capital to total Asset - Fixed Assets to net worth - Gross profit margin - Net profit margin Etc

Excel For Freelancers

HI Majok, thanks for your great suggestion. All of those are quite helpful when it comes to financial reporting and modeling. I will do my best to try to include them in this training or a new training. Thanks again for your continued support