Text Formatting ⇒ Create financial statements

[samcan]

Hello,

How would I go about creating financial statements in a document? For example, how would I create an income statement?

The problem is the whole, numbers in certain columns are summed, and move to different columns...

Should I just do a table?

Thanks!

samcan

[localghost]

I haven't got the slightest idea of how such statement should look like. It would help if you give a visual example.


Best regards
Thorsten

[samcan]

There's a text example on Wikipedia, unfortunately, I tried pasting it in using the code option, but it's not working. On the article, "Income Statement," under the section "Usefulness and limitation of income statements," there is a mono-spaced form of an income statement.

Thank you.

[CrazyHorse]

How would I go about creating financial statements in a document? For example, how would I create an income statement?

The problem is the whole, numbers in certain columns are summed, and move to different columns...

Should I just do a table?

have a look at package spreadtab

Herbert

[localghost]

I have found the Wikipedia article you mentioned [1]. In addition to Herbert's suggestion I think that the calctab package could do a similarly good job.

[1] Income statement - Wikipedia, the free encyclopedia

[unbonpetit]

Here is a solution, made with spreadtab and numprint packages:

Code: Select all

\documentclass{article}
\usepackage[utf8]{inputenc}
\usepackage[T1]{fontenc}
\usepackage{spreadtab}
\usepackage[autolanguage]{numprint}
\usepackage[english]{babel}
\begin{document}
\begin{spreadtab}{{tabular}{lN60N60}}
\multicolumn3c{@--- INCOME STATEMENT BOND LLC ---}\\
\multicolumn3c{@For the year ended DECEMBER 31 2007}\\\hline
                                             &\multicolumn1c{@\$}   &\multicolumn1c{@\$}\\
                                             &\multicolumn1c{@Debit}&\multicolumn1c{@Credit}\\
@Revenues                                    &       &\\
@\quad GROSS PROFIT (including rental income)&       & 496397\\[1.5ex]
@Expenses:                                   &       &\\
@\quad ADVERTISING                           &  6300 &\\
@\quad BANK \& CREDIT CARD FEES              &   144 &\\
@\quad BOOKKEEPING                           &  3350 &\\
@\quad EMPLOYEES                             & 88000 &\\
@\quad ENTERTAINMENT                         &  5550 &\\
@\quad INSURANCE                             &   750 &\\
@\quad LEGAL \& PROFESSIONAL SERVICES        &  1575 &\\
@\quad LICENSES                              &   632 &\\
@\quad PRINTING, POSTAGE \& STATIONERY       &   320 &\\
@\quad RENT                                  & 13000 &\\
@\quad RENTAL MORTGAGES AND FEES             & 74400 &\\
@\quad TELEPHONE                             &  1000 &\\
@\quad UTILITIES                             &   491 &\\[1.5ex]
@TOTAL EXPENSES                              &       & sum([-1,-13]:[-1,-1])\\
@NET INCOME                                  &       & [0,-16]-[0,-1]\\\hline
\end{spreadtab}
\end{document}