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Why Vena

Platform

Capabilities Vena Insights Modeling Workflows Collaboration Scalability & Security Central Database Pricing Plans Microsoft Excel Power BI Microsoft 365 Integrations Marketplace Developers

Solutions

Financial Planning & Analysis Budgeting & Forecasting CapEx Planning Revenue Planning Workforce Planning Allocations Scenario Planning Cash Flow Planning Rolling Forecast Sales Performance Management Sales Planning Incentive Compensation Management Marketing Planning & Reporting Financial Close Management Financial Consolidation Account Reconciliation Financial Reporting Management Reporting Profitability Analysis Variance Analysis Dashboard

Industries

Industries Banking and Credit Unions SaaS Insurance Manufacturing Real Estate Hotel and Lodging Higher Education Healthcare Professional Sports Not For Profit Professional Services

Resources

Company About Us Careers Newsroom Contact Us Trust Impact Customer Stories Video Testimonials Awards & Reports Vena Benchmark Report Business Value Calculator CPM Software Guide

Partners

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Customers

CUSTOMERS Do More with Vena Latest Trends & Best Practices Customer Support Expert Managed Services Vena Learning Professional Services Vena Excelerators Product Release

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Free Balance Sheet Template

Keep track of your company’s financial health with this Monthly Balance Sheet Template for Excel.

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Manage Assets, Liabilities and Equity

View all your reported actuals and monthly plan totals in one place for all your assets, liabilities and equity.

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Measure Key Financial Ratios

Our template allows you to quickly view financial ratios such as quick ratio, current ratio, total debt to equity ratio and long term debt to equity ratio.

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Get Started Quickly

Our free Monthly Balance Sheet Template for Excel comes pre-formatted and designed, and includes dozens of Excel formulas to make your life easier.

Frequently Asked Questions

A. Yes. This Monthly Balance Sheet Template is free and yours to keep forever.
A. A balance sheet is type of financial report. It is provides a snapshot of a companies finances. With this Monthly Balance Sheet Template for Excel, you’ll be able to view all your assets, liabilities and equity in one spreadsheet.
A. Since the Template was specifically designed for Excel, we don’t recommend that you open the Template in Google Sheets. The formulas and formatting may not work in Google Sheets.
A. Nope. All you need is Microsoft Excel.
A. We’re happy you asked. Vena is the only Native Excel Complete Planning platform. Over 1,200 organizations of all sizes power their Plan To Grow™ with Vena.

Download Your Free Template

Download your free Excel template and start getting more time back in your day so you can focus on planning for tomorrow.

More Templates

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Income Statement Template

Input and review all your revenue and expense actuals by month and broken down by department and entity with this free Income Statement Template for Excel.

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Budget vs. Actual Report Template

Use this Budget vs. Actual Template to calculate and visualize variance across different timeframes and accounts.

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Rolling Forecast Template

Improve your operating expense forecasting. Choose from multiple planning methods, view trendlines and variances and more.

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