When it comes to producing financial statements and reports in Excel, here are a few formatting rules that may help the reports appear more professional. Include PivotTables. Use the correct alignment. Wrap text for column headings. Align report titles. Use bold judiciously. Avoid color. Use minimal borders.
To calculate ROE in Excel or Google Sheets, input a company's annual net income in cell A2. Then input the value of their shareholders' equity in cell B2. In cell C2, enter the formula: =A2/B2100. The resulting figure will be the ROE expressed as a percentage.
Shareholders' Equity = Total Assets – Total Liabilities Take the sum of all assets in the balance sheet and deduct the value of all liabilities. Total assets are the total of current assets, such as marketable securities and prepayments, and long-term assets, such as machinery and fixtures.
Excel doesn't offer a built-in bookkeeping template. However, you can download premade templates from the internet or create your own.
On the top half you have the company's assets and on the bottom half its liabilities and Shareholders' Equity (or Net Worth). The assets and liabilities are typically listed in order of liquidity and separated between current and non-current. The income statement covers a period of time, such as a quarter or year.