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Manage All Your Revenue and Expenses in One Place

Easily track all your revenue and expenses by month across all your accounts and measure performance against plan with this free income statement template.

Monthly Analysis Has Never Been Easier

With your Monthly Income Statement Template for Excel, you can quickly toggle between your monthly actuals and budgets for faster analysis. And you can use sparklines to visualize your variances across time and accounts.

Get Back Lost Time

With our pre-formatted (yet still customizable) templates, you won’t have to spend hours designing your spreadsheets or writing complex Excel formulas.

Frequently Asked Questions

A. Yes. This Income Statement Template is free and yours to keep forever.
A. With this free Income Statement Template for Excel, you’ll be able to keep track of all your revenue and expenses, compare budget vs. actuals and more.
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

Balance Sheet Template

View all your reported actuals and plan in one place. And adjust the scenario selection for each corresponding month to measure performance against plan.

Budget vs. Actual Report Template

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

Rolling Forecast Template

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