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This Excel program helps to automate routine financial calculations. Feel free to download and use as you like. The program is about 500kb. To download, right click on the link and select "Save Target As…". You will likely be asked to enable program macros at various points, and with Proforma you may receive one or more warnings about circular references, which you should ignore.

HISTORY produces a financial analysis of up to five years of user-supplied, historical financial data about a company. Results appear in four, convenient tables of one page each. Balance sheet and income statement entries can be customized to a limited degree to reflect the reporting practices of individual companies. HISTORY can be used with its companion program, PROFORMA, to produce up to five-year forecasts of future financial performance and possible funding needs.

These Excel files contain Macros, which might be disabled on your Excel Application. Follow instructions upon opening the file to enable Macros, if necessary.

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