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Equity Rollforward

This workbook provides an equity rollforward by dollar amount and/or number of shares for either a partnership or a corporate entity.

Entering Data

Select the radio button for the form of ownership desired and input the components of equity for the current year and up to two prior years. If the corporate form of ownership is selected, there will be multiple input sections (one for each traditional type of stockholder’s equity). Enter amounts in the non-shaded spaces, if necessary. Losses, distributions, negative adjustments, treasury stock, etc. should be entered as negative amounts. Although not generally input cells, the shaded cells in the "Beginning Balance" rows can be used as input cells if less than three years of information is input. For example, if only the current year is to be input, the current year "beginning balance" cell should be an input cell for each section. Once the beginning balance amount is entered, the cell will turn "white" to let you know that it is no longer a formula. The formula for that cell will be restored when the worksheet is cleared or rolled forward to the next year.