3-statements

Populate integrated three-statement financial models with accurate links between Income Statement, Balance Sheet, and Cash Flow.

1|Updated Jan 30, 2026
One-click install
npx skills add https://github.com/bdschi1/excel-model-eval --skill 3-statements-bdschi1
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: 3-statements
Source: https://github.com/bdschi1/excel-model-eval/tree/main/references/fsp-skills/skills/3-statements
Command: npx skills add https://github.com/bdschi1/excel-model-eval --skill 3-statements-bdschi1

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

The 3-statement completion skill removes the manual, error-prone task of assembling and linking Income Statement, Balance Sheet, and Cash Flow templates, delivering a coherent, cross-validated model.

Core Features & Use Cases

  • Automated IS/BS/CF linkage: ensures consistent line items and reconciliations across all three statements.
  • Template completion: fills missing sections, aligns formats, and preserves existing formulas.
  • Use Case: when given a partially completed model, it will populate the IS, BS, and CF with correct interdependencies and perform basic integrity checks.

Quick Start

Input a partially filled 3-statement model and receive a fully linked IS/BS/CF workbook with cross-checks.

Frequently Asked Questions about 3-statements

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

FAQPage Schema
How do I link income statement, balance sheet, and cash flow in a three-statement financial model?

To link a three-statement financial model, populate the income statement, balance sheet, and cash flow with accurate cross-statement dependencies like NI to CF, RE roll-forward, and DTA/NOL considerations. This ensures consistent data across all periods.

What is the best way to complete a partially filled three-statement financial template?

Completing a partially filled three-statement template involves filling missing sections while preserving existing formulas and aligning formats. It populates the IS, BS, and CF with correct interdependencies and performs basic integrity checks.

Can I automate balance sheet and cash flow linkages across multiple periods?

Yes, you can automate balance sheet and cash flow linkages across multiple periods by applying cross-statement connections. This populates integrated financial models with consistent revenue, cost relationships, and cross-validated data.

How do cross-statement linkages like RE roll-forward and DTA/NOL work in financial models?

Cross-statement linkages like RE roll-forward and DTA/NOL connect the income statement, balance sheet, and cash flow. They map template structures to ensure net income flows correctly to cash flow and retained earnings.

Does automating three-statement template population preserve my existing formulas?

Automating three-statement template population preserves existing formulas while filling missing sections. It aligns formats and applies accurate IS, BS, and CF data relationships to deliver a coherent, cross-validated model.

When should I not use automated template population for financial models?

You should not use automated template population when your financial model requires custom linkages outside standard IS, BS, and CF structures, or if your template lacks the baseline revenue and cost relationships needed for accurate cross-statement mapping.