Flux Analysis » Input Data
The Purpose Of Inputting Financial Info
Once you have gathered and/or created all the necessary financial statements, it’s now time to enter the appropriate data into the template. Financial data will be input into the appropriate section of the spreadsheet:
- Historical Income Statement Input – you will input your income statement data for the last four years into the “Flux Analysis – Income Statement” tab. You will enter the values for your general ledger accounts in columns B through E of the “Detailed” section. This starts at row 27.
- Historical Balance Sheet Input – input your balance sheet data for the last four years into the “Flux Analysis – Balance Sheet” tab. Enter the values for each of your general ledger accounts in columns B through E of the “Detailed” section. This starts at row 27.
How To Input Financial Info
Income Statement
In columns B through E, enter in your detailed income statement data for the last four years. Begin with the detailed sales section (which is below the summary section). Change the dates if necessary. This data should include all of your general ledger revenue and expense accounts for each of the last four years. You will enter in all annual revenue account values in the sales section, all annual cost of goods sold account values in the cost of goods sold section, and all annual SG&A expense account values in the SG&A section.
You will likely have new accounts show up in later years and older accounts which go away. It will take many users some time to load the data due to this. But it will be time well spent, as you look for nickels and dimes to save in these accounts.
If you enter in new rows in a given section, copy down the formulas in columns H through K.
Balance Sheet
Just as the income statement data, enter the general ledger asset, liability and equity account values in the appropriate sections below the summary section. Find it in columns B through E. Again, if you need to insert rows, be sure to copy down the formulas in columns H through K.
