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Free Balance Sheet Template (Excel, Sheets) | HelloBooks Free small-business balance sheet template for Excel and Google Sheets: assets, liabilities and equity with totals and a built-in balance check. No signup.

Free template · Balance sheet

Free balance sheet template

Download a simple balance sheet with current and long-term assets, liabilities and owner's equity. Totals are formulas, and a check line shows zero when assets equal liabilities plus equity.

Free Plan with unlimited invoices, bills & quotes — no credit card.

How the balance sheet works

A balance sheet is a snapshot on one date: what the business owns (assets), what it owes (liabilities) and what is left for the owners (equity). Assets always equal liabilities plus equity. If the check line is not zero, something is missing or entered twice.

Retained earnings are the profits kept in the business over time; take the figure from your P&L history.

An always-current balance sheet on Free

HelloBooks Free builds the balance sheet from your books, alongside the P&L and cash flow reports, so it is ready on any date without retyping. $0, no credit card.

How teams use HelloBooks

What HelloBooks does for businesses like yours

“AI categorizes every transaction automatically and learns from your corrections, so a small team keeps clean books without spending evenings on manual data entry.”
Small business · US
“For a practice managing dozens of client books, automated reconciliation turns a full day of matching into a background task — review the AI matches, approve, and move on.”
Accounting practice · US
“Snap a receipt on your phone and the AI reads, categorizes, and files it — bookkeeping stays current even for people who would rather not think about numbers.”
Freelancer · mobile-first

Illustrative scenarios describing what the product does for each business type — not attributed customer reviews.

FAQ

Frequently asked questions

Why does my balance sheet not balance?
Usually a missing liability (a card balance or loan), owner draws not recorded, or retained earnings not updated. The check line shows the difference.
Does it work in Google Sheets?
Yes. Import the CSV with File, Import, Upload.
Is the template free?
Yes, with no signup.

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    Free Balance Sheet Template (Excel, Sheets) | HelloBooks