Balance Sheet

Purpose: This Balance Sheet provides a snapshot of the financial position of {companyName} as of {reportDate}. It outlines the organization's Assets, Liabilities, and Equity to give insight into overall financial health.

Assets

Current Assets

Total Current Assets: {$ totalCurrentAssets = currentAssets | sum:'amount'}

Non-Current Assets

Total Non-Current Assets: {$ totalNonCurrentAssets = nonCurrentAssets | sum:'amount'}

Total Assets: {$ totalAssets = totalCurrentAssets + totalNonCurrentAssets}

Liabilities

Current Liabilities

Total Current Liabilities: {$ totalCurrentLiabilities = currentLiabilities | sum:'amount'}

Non-Current Liabilities

Total Non-Current Liabilities: {$ totalNonCurrentLiabilities = nonCurrentLiabilities | sum:'amount'}

Total Liabilities: {$ totalLiabilities = totalCurrentLiabilities + totalNonCurrentLiabilities}

Equity

Total Equity: {$ totalEquity = equity | sum:'amount'}

Summary

• Total Assets: {$ totalAssets}
• Total Liabilities: {$ totalLiabilities}
• Total Equity: {$ totalEquity}

{#$ totalLiabilities + totalEquity != totalAssets}⚠️ Warning: The balance sheet is not balanced. Assets do not equal Liabilities + Equity.{/}

{#$ totalLiabilities + totalEquity == totalAssets}✅ The balance sheet is balanced. Assets equal Liabilities + Equity.{/}

Prepared by: {preparedBy}

Review Date: {reviewDate}