Introduction to Financial Accounts

The Accounts spreadsheet displays accounts in financial models. You enter data, company and account descriptions, scenario names, time period headings, account notes, and subaccounts on the Accounts spreadsheet. Financial data consists of historical results and forecast assumptions.

With subaccounts, you can create additional accounts aggregating into total accounts, and user-defined accounts. If some accounts have similar properties, you bulk manage them with account groups to lower administrative overhead.

Note:

Cells containing global assumptions data, Accounts display in red. Only change these cells to override the global assumptions.