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
Text Formatting ⇒ Create financial statements
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- localghost
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Re: Create financial statements
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
Best regards
Thorsten
How to make a "Minimal Example"
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Re: Create financial statements
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.
Thank you.
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Create financial statements
have a look at package spreadtabsamcan wrote: 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?
Herbert
- localghost
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Create financial statements
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
[1] Income statement - Wikipedia, the free encyclopedia
How to make a "Minimal Example"
Board Rules
Avoidable Mistakes
¹ System: TeX Live 2025 (vanilla), TeXworks 0.6.10
Board Rules
Avoidable Mistakes
¹ System: TeX Live 2025 (vanilla), TeXworks 0.6.10
Create financial statements
Here is a solution, made with spreadtab and numprint packages:
Code: Select all
Code, edit and compile here:
\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}