▶ Watch: Financial Statement and Analysis Spreadsheet Walkthrough

This video series will introduce you to the Financial Statement and Analysis Spreadsheet. In these videos, Kevin Bernhardt, Extension Farm Management Specialist with UW-Madison Division of Extension and Professor at UW-Platteville, provides information on completing the spreadsheet.  

The Extension Farm Financial Statement and Analysis Tools consists of Excel worksheets that:

1. Provide a means and help in developing the financial statements: balance sheet, income statement, statement of cash flows, and statement of owner equity, and
2. Automatically calculate and organize relevant financial ratios for analysis.

The Spreadsheet Tools are more involved than other calculators in that it offers an opportunity to input and connect all of your financial statements to conduct financial analysis of your farm business.  As with many spreadsheet tools, there are tradeoffs between simplification, accuracy, and depth.

Financial Statement and Analysis System Introduction

Financial Statement and Analysis System Balance Sheet

Financial Statement and Analysis System Balance Sheet Schedules A, B, and C

Financial Statement and Analysis System Balance Sheet Schedules D and E

Financial Statement and Analysis System Balance Sheet Schedules G and H

Financial Statement and Analysis System Balance Sheet Schedules I and J

Financial Statement and Analysis System Balance Sheet Schedule K and Leasing

Financial Statement and Analysis System Depreciation and Depreciation Schedules Tab

Financial Statement and Analysis System Liabilities – BS Schedule M

Financial Statement and Analysis System Income Statement Introduction

Financial Statement and Analysis System Income Statement – Format and Where to Find Information

Financial Statement and Analysis System Hedging Income/Loss

Financial Statement and Analysis System Breeding Livestock Sales, Form 4797, and Gain/Loss from Capital Asset Sales

Financial Statement and Analysis System Three-Part Financial Ratio Analysis Process

Financial Statement and Analysis System Financial Analysis 2: Costs of Production, DuPont, & Sensitivity Analysis