Business Balance Sheet with Equity for CPA

Spreadsheets Google Sheets
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1

I’m looking to send an end of year Balance Sheet with equity to my CPA.
1 - How can I adjust the Balances template to a specific date?

2 - Is there a template that includes equity so that Assets & Liabilities are equal?

This conversation was on the right track, but didn’t quite get me to the answer: Using Tiller to reflect owner’s draw and owner’s equity…?

2

Did you get an answer to this?

I use Excel but google sheets can do the same thing. I wrote a formula which allows on to pull the balance for any account for any date from the balances sheet. This way you can type in a date and pull the balances as of that date for all your accounts.

3

Hi @Taboo I’m still unclear about your query. The conversation you linked was that relevant to you in the sense that do you have personal to business “transfers” where a business expense is personal income?

The Balances sheet is not meant to be edited and cannot be filtered by date.

Have you checked out the Simple P&L template? Would that help? Also do you currently have a category for equity related transactions?