3-statement-model - Complete Integrated 3-Statement Model Templates
Completes three-statement financial model templates by populating historicals, adding formula-driven projections, and linking the income statement, balance sheet, and cash flow statement.
Tags
Updated: 2026-10-08Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Review template tabs
- Map model structure
- Populate historical actuals
- Build formula-driven projections
- Link financial statements
- Validate balance checks
- Validate cash tie-outs
- Apply model formatting
- Add scenario analysis
- Calculate optional metrics
Inputs
- Financial model template
- Historical actuals
- Assumption drivers
- Projection periods
- Scenario selection
- SEC filings
- User confirmations
Outputs
- Completed model file
- Formula-driven model cells
- Linked financial statements
- Formatting updates
- Validation check results
- Step-by-step confirmation messages
Requirements
- Excel Office JS environment or Python/openpyxl
- recalc.py for standalone workbooks
- Permission to edit the model template