3-statements

Automate completion and linking of integrated 3-statement financial models.

Updated Jan 25, 2026
One-click install
npx skills add https://github.com/xfs96192/claude-config --skill 3-statements-xfs96192
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: 3-statements
Source: https://github.com/xfs96192/claude-config/tree/main/plugins/cache/financial-services-plugins/financial-analysis/0.1.0/skills/3-statements
Command: npx skills add https://github.com/xfs96192/claude-config --skill 3-statements-xfs96192

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) with correct linkages and data consistency to support decision-making and reporting.

Core Features & Use Cases

  • Automated template completion: populate IS, BS, and CF with drivers and ensure correct interconnections.
  • Model validation: verify that statements balance, margins are calculated, and cash flow ties to the balance sheet.
  • Use Case: start from a partially filled template and generate a full forecast for a 5-year horizon, including sensitivity scenarios.

Quick Start

Open the 3-statement model and input historical data and driver assumptions to auto-populate forecasted IS, BS, and CF values.

Frequently Asked Questions about 3-statements

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

FAQPage Schema
How do I populate an incomplete 3-statement financial model template?

To populate an incomplete 3-statement financial model, input historical data and driver assumptions into the template to auto-populate forecasted Income Statement, Balance Sheet, and Cash Flow values with correct linkages.

Can I validate balance sheet and cash flow linkages in a financial projection?

Yes, model validation verifies that statements balance, margins calculate correctly, and cash flow ties directly to the balance sheet, ensuring cross-statement reconciliation within your existing workbook.

How do I generate a 5-year financial forecast with scenario analysis?

Generate a 5-year financial forecast by entering historical data and driver assumptions into the partially filled template, which automatically produces projected statements and supports sensitivity scenario analysis.

What is the best way to reconcile cross-statement dependencies in a financial model?

The best way to reconcile cross-statement dependencies is to automate the completion of integrated 3-statement models, ensuring correct template structure, tab dependencies, and named ranges maintain data consistency.

Does the 3-statements Skill work with existing workbook structures and named ranges?

Yes, the Skill works within an existing workbook by ensuring correct template structure, tab dependencies, and named ranges to automate data-driven population and validate a five-year projection horizon.

Why does my cash flow statement not tie to the balance sheet in my financial model?

Cash flow statements fail to tie to the balance sheet when cross-statement linkages are broken; automated model validation corrects this by verifying that statements balance and cash flow connects accurately.