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

Start here

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

QuickBooks

Interactive P&L for Quickbooks Online

Creator: Scott

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

Get started with a free trial