Templates
Finance
Projected Balance Sheet Template
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Projected Balance Sheet Template

Explore our comprehensive workflow for creating a precise projected balance sheet, from data input to final evaluation and approval, ensuring accurate financial planning.
1
Determine the starting date for the balance sheet template
2
Identify the current assets and input the data
3
Calculate the total current assets
4
Identify the fixed assets and input the data
5
Calculate the total fixed assets
6
Identify the current liabilities and input the data
7
Calculate the total current liabilities
8
Identify the long-term liabilities and input the data
9
Calculate the total long-term liabilities
10
Calculate the total assets and liabilities
11
Calculate the net worth by subtracting the total liabilities from the total assets
12
Input the shareholders' equity data
13
Calculate the total equity and net worth
14
Verification of all entries
15
Approval: Accountant
16
Compare the calculated values with the estimates
17
Adjust any discrepancies or errors
18
Review the finished projected balance sheet template
19
Approval: Finance Manager
20
Save and archive the final balance sheet template