Premium Template

Monthly Balance Sheet Growth Tracker for Google Sheets & Excel

Get a live overview of your Balance Sheet and compare how you are growing every month with our built in month-on-month comparison model

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QuickBooks Monthly Balance Sheet Growth

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Premium Templates are advanced solutions for complex financial reporting tasks. Unlock a template for a one-time fee, which includes unlimited access and full support for template implementation. Book a demo above to learn more.

Compatible with


Google Sheets



Live data


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Learn how to set up this template in the video below

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Template description

This template enables detailed tracking and analysis of department-specific budgets and profit & loss statements, fostering accountability and financial optimization. With Google Sheets and Excel compatibility, it's adaptable to various organizational structures. Using it with LiveFlow enhances its utility by automating data synchronization with QuickBooks Online, providing a clear view of financial performance by department.

Key features

  • Monitors balance sheet changes monthly, tracking growth and financial health over time
  • Supports strategic asset and liability management with detailed growth insights
  • Facilitates trend analysis and forecasting with historical data comparison

Who can this template help?

Controllers and finance teams in investment firms and holding companies

Use cases

Facilitates month-over-month tracking of balance sheet growth, aiding in the assessment of financial health and asset management effectiveness.

Want some help getting the template up and running?

Book a demo

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Get started in 3 simple steps

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1. Import the template

1. Request access

Insert your email address above to gain access.

Book a demo of the template below to see the magic

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2. Connect LiveFlow

Connect to LiveFlow, so you can import live data to your model.

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3. Customize it

Customize the template into anything you like.

See how

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Frequently Asked Questions
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