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

Use Excel’s FILTER to leverage =SCOTT.GLMULTI function

Creator: David

Get started with a free trial