Building Financial Statements in Excel

Posted on: 16th April 2026

Instructor: N/A • Language: N/A

Build integrated income statements, balance sheets, and cash flow statements in Excel, plus debt and PP&E schedules and ratio analysis.

Description

If you want to understand the three main financial statements and learn how to build them accurately in Excel, this course teaches you how to create integrated income statements, balance sheets, and cash flow statements. It also covers building supporting schedules for debt and PP&E, plus using financial ratios to analyze your numbers.

This Course Offers

  • A Complete Introduction to the Three Financial Statements: You will learn what the income statement, balance sheet, and cash flow statement are and how they work together.
  • Hands On Excel Modeling Skills: The course covers how to build integrated financial statements in Excel, plus supporting schedules for debt and property, plant, and equipment.
  • Financial Ratio Analysis: You will learn the different financial ratios and how to use them to effectively analyze your company's performance.
  • A Beginner Friendly, Practical Approach: The course requires only beginner level Excel skills and is designed for anyone who wants to better understand accounting statements.

Why We Love This Course

  1. It is free. You can learn financial statement modeling in Excel without any financial commitment.
  2. It covers the essentials. The three financial statements, supporting schedules, and ratio analysis are exactly what you need to understand corporate finance fundamentals.
  3. It is practical and hands on. The course includes downloadable worksheets and teaches you to build models yourself, not just watch.
  4. It is popular. With over 14,000 students, the course has helped a large number of learners build financial modeling skills.

If you are a beginner who wants to learn how to build and analyze financial statements in Excel, this free course provides a solid, practical foundation. Note that the course was last updated in 2017, so some Excel features or best practices may have changed, but the core accounting principles remain relevant.

Course Eligibility

  • Anyone who wants to better understand the three accounting statements (income statement, balance sheet, cash flow statement).
  • Anyone who wants to learn how to build and format accounting statements accurately in Excel.
  • Finance professionals, students, and small business owners who need to create their own financial statements.
  • Beginners with no prior accounting knowledge who want a practical, free introduction.

Course Requirements

  • You should be able to download Excel for your computer.
  • You should be able to use Excel at a beginner level.
  • A willingness to learn through hands on modeling is essential.

Interested in exploring more business lessons? Check out our full course library to continue building your skills and advancing your learning journey.

Price: Free