Get started with templates
Psst.. they’re free! These templates were created by members of the Scott’s Add-Ins community. Download any of the templates below to get a jump start on creating financial art.
Simple Profit and Loss Template
A simple template for Profit and Loss modeling.
Creator: Myles
Dynamic Trial Balance for Xero
A Dynamic Trial Balance template for Xero. This template adjusts automatically for chart of accounts changes.
Creator: Russ and David
Trial Balance template for Xero
A Trial Balance template for Xero. A great place to start with your financial model.
Creator: Russ
Power Query Trial Balance for Xero
Dynamic Trial Balance for Xero using Power Query.
Creator: David
Dynamic Trial Balance template for QuickBooks
A Dynamic Trial Balance template for QuickBooks. This template adjusts automatically for chart of accounts changes.
Creator: David
Get Started
A simple sheet to get you started with the add-in
Creator: Scott
Simple P&L
A one statement modeling sheet from our friends at Full Stack Modeller
Creator: Full Stack Modeller
Forecasting
A 3 statement forecasting model, complete with links to instructional videos
Creator: PennyBooks
Quickbooks
Interactive P&L for QuickBooks
Creator: Scott
LAMBDA Functions
LAMBDA Excel functions
Creator: David
GLMULTI function using TEXTSPLIT
Use Excel’s TEXTSPLIT to leverage =SCOTT.GLMULTI function
Creator: David
GLMULTI function using FILTER
A simple template for Profit and Loss modeling.
Creator: David
