Free web forecast and paid Excel output for bank submission
This page targets searches such as “free 3-statement forecast Excel export” and “bank submission Excel forecast.” The practical boundary is simple: web forecast review is free; Excel output is a paid deliverable or reward-unlocked when configured.
When should I use free web forecast vs paid Excel output?
- You are checking opening balances, transaction timing, account mapping, and low-cash months.
- You need quick scenario review before deciding whether a formal workbook is worth creating.
- You are still correcting assumptions or testing different forecast periods.
When Excel output is useful
- A bank, advisor, or reviewer needs a shareable workbook.
- You need formula-linked PL, BS, CF, checks, assumptions, and account-level outputs.
- You want a file-based handoff after reviewing the model on the web.
Before using Excel for bank submission
Review opening balance sheet, debt repayment, collection timing, inventory purchases, tax payments, cash balance, and Checks output. Statement Engine is a planning tool and does not replace accounting, tax, legal, audit, investment, or financing advice.