I would like to get Financial Statements on numbers which have Balance Sheet, Income Statement and Cash-flow Statement and to be able to link with my bank statement that I have transferred to numbers.
MacBook, iOS 10.3.3, Not Applicable at the moment
Well, you can add a sheet where you enter the individual transactions , then in the other sheets make them refer to the transactions table in the other sheet. Without specific of how you do things it is hard to make a suggestion. I doubt that you will get exactly the same options as found in a $139 / month package compared with the free Numbers.
I suggest taking a look at the built-in templates by selecting the Numbers menu item "File > New…"
this template, at least, provides the framework. You can add a sheet where you enter the transactions and use the original three sheets to perform the summary.
Are you hoping for interlinked Balance Sheet, Income Statement and Cash-Flow Statement? And you want to integrate a bank statement into that?
If so, that's a fairly advanced exercise in financial modeling. One sees those models in Excel, but I haven't come across a good one for Numbers.
The built-in Financials template provides an attractive presentation of figures that you input manually. It doesn't calculate anything for you, though.
SG
As mentioned above the included template is for presentation only, of figures that you input manually.
Building an integrated financial model is not a trivial task.
SG
I still need something that can work almost like accounting software packages like SagePastel to be able to put in two inputs and the Balance Sheet, Income Statements and Cashflow Statement changes automatically.
I've tried out the Financial Statements that is in Numbers templates and it's actually very good. But i need to learn how make different sheets to corrilate with each other and thats were I need more training or video tutorials to go through them.
And on using $139/month package I don't think will help me in a long run because in Numbers I'm able to understand how to build the Financials Statements that suits my business and to learn how to build formulas in Numbers.
Its even better that Microsoft Excel in building Financials Statements. If you can send more Financial Statements in Numbers to be able to see its fully capabilities.
The people responding to you comments and questions are fellow users. The template in eluded with Numbers is an Apple-supplied example of how to use Numbers. If you need specific changes to the template, then you should the change and we can assist you in performing the task.
I've looked at the templates but it not corresponding with when you need put in figures everyday and it automatically updates the Balance Sheet, Income Statement and Cashflow Statement.
In my previous post I wrote "The template in eluded with Numbers is an ..." this should have read "The template in included with Numbers is an "
Thanks SG appreciate the input. I will keep on learning on Numbers.
As I mentioned above building a financial model with integrated balance sheet, income statement and cash flow statement is an advanced use of spreadsheets. Whole books have been written on how to build such a model in Excel. Theoretically it is possible to do the same in Numbers. However, that would require many hours of study and experimentation to get the model up and running.
SG
Financial Statement with Numbers
