Balance sheet

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Finance and accounting templates

• Business name

  For example: Casa Verde Trading Ltd

• Balance sheet date

  For example: 30 September 2026

• Currencyoptional

  Pick one and every amount is written as money in it. Leave it empty to show plain numbers.

• Prepared by

  For example: Lucía Herrera, accountant

• Current assets

  What you own that will turn into cash within a year: bank, money customers owe you, stock.

  For example: Cash and bank | 48000 Money owed by customers | 36500 Stock | 62000 Prepaid costs | 3500

• Long-term assetsoptional

  What you own and keep for longer: equipment, vehicles, property, after depreciation.

  For example: Equipment, after depreciation | 44000 Vehicles, after depreciation | 21000 Deposits on premises | 10000

• Current liabilities

  What you owe and must pay within a year: suppliers, tax, wages, short-term loans.

  For example: Owed to suppliers | 29000 Tax owed | 11500 Wages owed | 7500 Loan payments due within a year | 12000

• Long-term liabilitiesoptional

  What you owe and will pay after more than a year.

  For example: Bank loan, due after one year | 40000

• Owner's equity

  What belongs to the owners: money they put in, and profits kept in the business.

  For example: Share capital or owner's money | 50000 Profits kept from earlier years | 50000 Profit this year | 25000

• Total assetsoptional

• Total liabilitiesoptional

• Total equityoptional

• Total liabilities and equityoptional

• Differenceoptional

• Notes on the figures (optional)optional

  For example: Stock was counted on 30 September. The bank loan runs until 2030 at a fixed rate.

1. 11. Assets
2. 2Current assets
3. 3Long-term assets
4. 42. Liabilities
5. 5Current liabilities
6. 6Long-term liabilities
7. 73. Owner's equity
8. 84. Summary
9. 95. Notes
10. 10Approval

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 15 details, starting with Business name, Balance sheet date, Prepared by, Current assets, Current liabilities. 9 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

What should I check before I use this template?

This is a management statement for owners, lenders and partners. Official accounts must follow the rules where the business is registered, and an accountant can check that. The totals and the check are worked out from the figures you enter.

Are these finance templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do these templates include tax rules?

No. Tax and invoicing rules differ by country. Each template has fields for amounts and references, and you add the tax details your local rules require.

Can I use them with my accounting software?

Yes. They are plain documents. Download the Word version, or copy the figures into your software.

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