Create a Financial Statement using Google Sheets

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In this Guided Project, you will:

You will be able to format Google Sheets and create a presentable file.

Understand the different elements on the Financial Spreadsheet Templates

Clock1 week of study, 2 hours
BeginnerBeginner
CloudNo download needed
VideoSplit-screen video
Comment DotsEnglish
LaptopDesktop only

By the end of this project, you will be able to populate the Google Sheets Financial Statement Template and feel comfortable updating the different tabs on the Financial Statement Template. You will have a better understanding of how to use this tool to help track and present financial information for your company. Note: This course works best for learners who are based in the North America region. We’re currently working on providing the same experience in other regions.

Skills you will develop

BudgetFinancial StatementFinanceGoogle Sheets

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

  1. Access Google Sheets and Open a template and identify assumptions.

  2. Set up Transaction Tab.

  3. Define the Elements of a Balance Sheet.

  4. Understand the data being presented in the Profit & Loss Tab and the Dashboard Tab.

  5. Format the charts and make them presentable.

How Guided Projects work

Your workspace is a cloud desktop right in your browser, no download required

In a split-screen video, your instructor guides you step-by-step

Frequently asked questions

Frequently Asked Questions

More questions? Visit the Learner Help Center.