Pro Forma Income Statement Template Excel

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Pro forma income statement template excel. Don t trick yourself into thinking that a pro forma statement is equal to an actual budget. It details the amount of money made and spent within a certain period. Open excel add the title pro forma income statement at the top of the page. This income statement template was designed for the small business owner and contains two example income statements each on a separate worksheet tab see the screenshots the first is a simple single step income statement with all revenues and expenses lumped together.

Pro forma income statement excel template. Add the effective date of the statement under the title. Sit down with an income statement from the current year. Pro forma income statement xyz inc.

This should ideally be done before year s end. Step 2 similar to an income statement name the first two. Step 1 the basic program usually used to create a pro forma income statement is microsoft excel. The second worksheet shown on the right is a multi step income statement that calculates gross profit and operating income.

Profit is the combination of all revenue and losses and is described as. Pro forma financial statements vs. It is also suitable for payroll analysis. Pro forma income statement template excel.

The sheet features a simple design which makes it easy to use. Jaxworks has offered a suite of free excel workbooks and spreadsheets and associated ms word pdf and html documents that cover a number of financial accounting and sales functions. Pro forma income statement template pro forma income statement template microsoft excel what is an income statement. Under it list the name of the organization.

It can be tempting to do so because both concepts revolve around how your business is going to spend its money in the future. All numbers in 000 revenue gross sales less sales returns and allowances. Consider how each item on that statement can or will be changed during the coming year. To create a pro forma income statement work from your current income statement and try to predict the future changes.

This template is a financial planning. It integrates excel functions and guides suits online calculator and ratio and formulas for financial analysis. In fact the budget you have now can easily play a role in a pro forma statement. This pro forma excel template gives you various useful guidelines on the use of microsoft excel and microsoft office for the creation of spreadsheets and the use of its multiple functions.