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sammyTI
sammyTICOMMUNITY
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3-statement-model

Create and link income statements, balance sheets, and cash flow statements.

Updated May 3, 2026
Search Tags:#financial modeling#forecast#scenario analysis#financial statements#3-statement#Excel formulas
One-click install
npx skills add https://github.com/sammyTI/dotcompany-template --skill 3-statement-model-sammyti
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: 3-statement-model
Source: https://github.com/sammyTI/dotcompany-template/tree/main/plugins/vertical-plugins/financial-analysis/skills/3-statement-model
Command: npx skills add https://github.com/sammyTI/dotcompany-template --skill 3-statement-model-sammyti

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill helps users complete, populate, and link comprehensive 3-statement financial models efficiently, reducing errors and manual effort.

Core Features & Use Cases

  • Model Construction: Assist in filling out income statements, balance sheets, and cash flow statements in a connected manner.
  • Data Integration: Link historical data, assumptions, and projections to ensure consistency across all financial statements.
  • Use Case: Prepare a full financial forecast for a startup, including scenario analysis and scenario toggling, ensuring all statements remain balanced dynamically.

Quick Start

Use the 3-statement model skill to populate the initial historical financial data and generate projected statements for the next five years.

Frequently Asked Questions about 3-statement-model

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

FAQPage Schema
Can I use scenario analysis and toggling in financial forecasting?▼

Scenario analysis and toggling in financial forecasting allow you to dynamically adjust assumptions across linked statements. This ensures consistent, error-free projections for multiple business cases.

Do I need prior financial modeling knowledge to use this for startup forecasting?▼

Yes, you need a detailed understanding of financial statement dependencies and formula setup for startup forecasting. This baseline knowledge is required to populate historical data and generate accurate five-year projections.

How do I generate a 5-year financial forecast from historical data?▼

To generate a 5-year financial forecast, you first populate initial historical financial data. The model then uses formula linkage and assumptions to project connected statements for the next five years.

Why does my balance sheet not balance when linking financial statements?▼

A balance sheet fails to balance when financial statement dependencies and formula linkage are incomplete. Proper data integration across all three statements ensures dynamically balanced models.

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