A 1 or perhaps two page financial summary

Started by AlexL1 • 4 replies • 1338 views

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AlexL1 (Florida)
Posts: 305

Posted:

The financial report prepared by the Managment company is detailed which is all wwell and good. But would like ALSO to have a one-page spread sheet of money taken in/expenditures/etc but all in one page. Does anyone have such a spread sheet that I can get an idea from?

SusanW1 (Michigan)
Posts: 5,202

Posted:

Alex, your management company should be able to generate what you want. Simply tell them you want a P/L by category - not itemized. Also a Balance Sheet. They should be able to do this on two pages, max.

RogerB (Colorado)
Posts: 5,067

Posted:

Alex, we use a form we specifically created in Peachtree. I believe in a one page Balance Sheet, a one page Income Statement, and other accounting reports of varying length each month. You may want to invest in accounting software to create proper accounting reports rather than using a simple spread sheet. Attached is a simple spread sheet which may help fit your needs.

📎 Attachments (1):

📊11215345527571.xls(27 KB)

LeoL (Michigan)
Posts: 2

Posted:

The income statement which was provided contains an error (oversite) on Ln21
Landscape-maintenance Budget $6,000.
It is not spread anywhere by month on the Statement of Income!!
Totals by month are wrong until such time as the condition is corrected.
Adios, LLL

RogerB (Colorado)
Posts: 5,067

Posted:

Thanks Leo, I apologize for posting an example without checking the chart. The attached example was adjusted and provides example of how a spread sheet can be used to provide most of the info available on an Income Statement and a Balance Sheet. But, I do not recommend only using a spread sheet. We use a spead sheet to update budgeted numbers to actual numbers monthly; it provides financial monitoring on one sheet of paper.

📎 Attachments (1):

📊11216521380671.xls(26 KB)

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