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See why Vena was named a Leader in the CPM Technology Value Matrix from Nucleus Research.

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Get your free copy of The State of Strategic Finance: Industry Benchmark Report 2022 today.

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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

Vena Marketplace Find Vena Partners and Integrated Solutions VENA PARTNERS Learn More About Our Partner Program PARTNER LOGIN Access Resources, Toolkits and More

Customers

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

Community

COMMUNITY Templates Academy Blog Events Forum Streaming

Free Income Statement Template

Track your revenue and expenses, compare budget with actuals and more with this free Income Statement Template.

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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.

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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.

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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

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.

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budget vs actual report

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

Rolling Forecast Template

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

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