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.
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 QBO
A Dynamic Trial Balance template for QBO. This template adjusts automatically for chart of accounts changes.
Creator: David
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
Some LAMBDA Functions
Custom LAMBDA helper functions, which can provide additional info for the CHART array. It also includes a GET.GLBALANCE function.
Creator: David