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3-statement-model

Populates Income Statement, Balance Sheet, Cash Flow templates with linked Excel formulas and audit tie-outs.

1|Updated May 16, 2026
Search Tags:#financial modeling#balance sheet#income statement#financial validation#3-statement model#cash flow statement#excel formulas
One-click install
npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill 3-statement-model-executiveusa
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: 3-statement-model
Source: https://github.com/executiveusa/Cheggie-trade-V2/tree/main/core/financial-skills/plugins/vertical-plugins/financial-analysis/skills/3-statement-model
Command: npx skills add https://github.com/executiveusa/Cheggie-trade-V2 --skill 3-statement-model-executiveusa

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill helps you complete and populate integrated 3-statement financial model templates so that Income Statement, Balance Sheet, and Cash Flow Statement stay logically consistent and fully linked.

Core Features & Use Cases

  • Integrated 3-statement completion: Populate or complete an existing IS/BS/CF framework with correct cross-statement linkages.
  • Formula-first, integrity-preserving population: Ensures projections use Excel formulas (not hardcoded calculated outputs) and preserves template logic.
  • Stepwise workflow with validation gates: Guides you to review after mapping, after historicals, after IS, after BS, and after CF tie-outs to catch errors early.
  • Optional analytics support: Margin analysis and credit metrics guidance when prompted, including scenario hierarchy checks (Base/Upside/Downside).
  • Audit-style validation: Applies core integrity checks such as BS balancing, cash tie-out, retained earnings roll-forward, and scenario consistency.

Quick Start

Use the 3-statement-model skill to complete and populate the Income Statement, Balance Sheet, and Cash Flow Statement template with linked formulas and then verify that the Balance Sheet balances and cash ties out.

Frequently Asked Questions about 3-statement-model

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build a linked 3-statement financial model in Excel?▼

To build a linked 3-statement financial model, populate the Income Statement, Balance Sheet, and Cash Flow Statement using Excel formulas that maintain cross-tab linkages. Verify structural integrity by checking Assets = Liabilities + Equity and CF ending cash = BS cash.

Why does my balance sheet not balance when projecting a 3-statement model?▼

A balance sheet fails to balance in a 3-statement model when cross-statement linkages break or the retained earnings roll-forward is incorrect. Enforce formula-based projection integrity and stepwise validation gates after mapping historicals to catch these errors.

What is the best way to populate a partially completed financial model template?▼

The best way to populate a partially completed financial model template is to apply formula-first logic using provided historicals and assumptions. Maintain template integrity by avoiding hardcoded calculated outputs and verifying projections through stepwise user checkpoints.

Can I apply scenario toggles to a 3-statement financial model?▼

Yes, you can apply scenario toggles like Base, Upside, and Downside to a 3-statement financial model. The model validates scenario consistency across projections and optionally supports margin analysis and credit metrics guidance when toggled.

What validation checks are needed for integrated financial statements?▼

Required validation checks for integrated financial statements include balance sheet balancing, cash flow ending cash tying out to balance sheet cash, retained earnings roll-forward accuracy, and scenario consistency. Audit-style tie-outs ensure cross-statement linkages remain intact.

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