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Excel Formula Reference: Balance Sheet
Yahoo Finance generally provides the past 4 years of reported annual data and the last 5 quarters of quarterly data.
Excel Price Feed makes it very easy to get this data into your spreadsheet via simple Excel formulas, for annual and quarterly data.
Annual Balance Sheet Formulas
All these formulas require both a stock ticker and reporting year, for example: =EPF.Yahoo.AnnualCurrentLiabilities("GOOG",2021)
Please download our example spreadsheet and select the "Financials - Balance Sheet" tab for an example of how these formulas are used.
Click on a category below to view the annual formulas:
Annual Balance Sheet: Assets
| Formula | Description |
|---|---|
EPF.Yahoo.AnnualTotalAssets |
Annual Total Assets. |
EPF.Yahoo.AnnualCurrentAssets |
Annual Current Assets. |
EPF.Yahoo.AnnualAssetsTotalCash |
Annual Assets: Total Cash, Cash Equivalents & Short Term Investments. |
EPF.Yahoo.AnnualAccountsReceivable |
Annual Accounts Receivable. |
EPF.Yahoo.AnnualInventory |
Annual Inventory. |
EPF.Yahoo.AnnualTotalNonCurrentAssets |
Annual Total Non-Current Assets. |
EPF.Yahoo.AnnualNetPropertyPlantEquipment |
Annual Net Property, Plant & Equipment (PPE). |
EPF.Yahoo.AnnualGoodwillAndOtherIntangibleAssets |
Annual Goodwill & Other Intangible Assets. |
EPF.Yahoo.AnnualGoodwill |
Annual Goodwill. |
Annual Balance Sheet: Liabilities
| Formula | Description |
|---|---|
EPF.Yahoo.AnnualTotalLiabilities |
Annual Total Liabilities. |
EPF.Yahoo.AnnualCurrentLiabilities |
Annual Total Current Liabilities. |
EPF.Yahoo.AnnualAccountsPayable |
Annual Accounts Payable. |
EPF.Yahoo.AnnualTotalNonCurrentLiabilities |
Annual Total Non-Current Liabilities. |
EPF.Yahoo.AnnualLongTermDebt |
Annual Long Term Debt. |
Annual Balance Sheet: Other
| Formula | Description |
|---|---|
EPF.Yahoo.AnnualStockholdersEquity |
Annual Common Stock Equity. |
EPF.Yahoo.AnnualCapitalLeaseObligations |
Annual Capital Lease Obligations. |
EPF.Yahoo.AnnualWorkingCapital |
Annual Working Capital. |
EPF.Yahoo.AnnualInvestedCapital |
Annual Invested Capital. |
EPF.Yahoo.AnnualTangibleBookValue |
Annual Tangible Book Value. |
EPF.Yahoo.AnnualTotalDebt |
Annual Total Debt. |
EPF.Yahoo.AnnualNetDebt |
Annual Net Debt. |
EPF.Yahoo.AnnualRetainedEarnings |
Annual Retained Earnings. |
Quarterly Balance Sheet Formulas
All these formulas require both a stock ticker and reporting quarter, for example: =EPF.Yahoo.QuarterlyCurrentAssets("AAPL",0)
The quarter parameter corresponds to the requested quarter, with the most recent quarter being 0, the previous quarter being 1 and so on. Yahoo Finance generally provides upto 5 quarters of historic data so the usual maximum quarter value is 4.
Please download our example spreadsheet and select the "Financials - Balance Sheet" tab for an example of how these formulas are used.
Please note due the dynamic nature of these formulas, each time the sheet is refreshed if new quarterly results are available these will be automatically populated in the relevant cells.
Click on a category below to view the quarterly formulas:
Quarterly Balance Sheet: Assets
| Formula | Description |
|---|---|
EPF.Yahoo.QuarterlyTotalAssets |
Quarterly Total Assets. |
EPF.Yahoo.QuarterlyCurrentAssets |
Quarterly Current Assets. |
EPF.Yahoo.QuarterlyAssetsTotalCash |
Quarterly Assets: Total Cash. |
EPF.Yahoo.QuarterlyAccountsReceivable |
Quarterly Accounts Receivable. |
EPF.Yahoo.QuarterlyInventory |
Quarterly Inventory. |
EPF.Yahoo.QuarterlyTotalNonCurrentAssets |
Quarterly Total Non-Current Assets. |
EPF.Yahoo.QuarterlyNetPropertyPlantEquipment |
Quarterly Net Property, Plant And Equipment. |
EPF.Yahoo.QuarterlyGoodwillAndOtherIntangibleAssets |
Quarterly Goodwill And Other Intangible Assets. |
EPF.Yahoo.QuarterlyGoodwill |
Quarterly Goodwill. |
Quarterly Balance Sheet: Liabilities
| Formula | Description |
|---|---|
EPF.Yahoo.QuarterlyTotalLiabilities |
Quarterly Total Liabilities. |
EPF.Yahoo.QuarterlyCurrentLiabilities |
Quarterly Current Liabilities. |
EPF.Yahoo.QuarterlyAccountsPayable |
Quarterly Accounts Payable. |
EPF.Yahoo.QuarterlyTotalNonCurrentLiabilities |
Quarterly Total Non-Current Liabilities. |
EPF.Yahoo.QuarterlyLongTermDebt |
Quarterly Long Term Debt. |
Quarterly Balance Sheet: Other
| Formula | Description |
|---|---|
EPF.Yahoo.QuarterlyStockholdersEquity |
Quarterly Stockholders Equity. |
EPF.Yahoo.QuarterlyCapitalLeaseObligations |
Quarterly Capital Lease Obligations. |
EPF.Yahoo.QuarterlyWorkingCapital |
Quarterly Working Capital. |
EPF.Yahoo.QuarterlyInvestedCapital |
Quarterly Invested Capital. |
EPF.Yahoo.QuarterlyTangibleBookValue |
Quarterly Tangible Book Value. |
EPF.Yahoo.QuarterlyTotalDebt |
Quarterly Total Debt. |
EPF.Yahoo.QuarterlyNetDebt |
Quarterly Net Debt. |
EPF.Yahoo.QuarterlyRetainedEarnings |
Quarterly Retained Earnings. |