Free Annual Business Budget Templates
By Andy Marker | January 6, 2021
We’ve compiled the most useful free annual business budget templates, including those for established companies, startups, and marketing teams. You’ll also learn more about what goes into creating an annual business budget.
Included on this page, you'll find an annual business budget template , a first-year budget calculator , an annual startup business budget template , and an annual marketing budget template . Plus, we offer helpful tips for using an annual business budget template .
Annual Business Budget Template
Download Annual Business Budget Template
Excel | Google Sheets
Use this easy-to-fill annual budget template to gain year-over-year insight into your business’s expenditures and revenue. Enter planned employee, office, marketing, training, and travel costs, and use the respective tabs to track actual expenses and calculate your expense variance (the disparity between planned and actual expenses). A unique expense analysis tab provides a dashboard view of your planned vs. actual expenses, variance, and variance percentage.
If you are looking for budget templates for nonprofits, check out this article for a vast variety of budget templates suitable for any nonprofit organization.
First-Year Budget Calculator
Download First-Year Budget Calculator
Use this simple first-year budget calculator to determine whether your budding business has adequate resources to meet its financial obligations. Enter operating expenses (e.g., operations, marketing, occupancy, inventory, etc.) and employee salaries to compare startup costs to monthly expenditures. This first-year budget calculator features a section for personal finance details and how they might affect your organization’s overall budget outlook.
Annual Operating Budget Template
Download Annual Operating Budget Template
Use this annual operating budget template to gain year-over-year insight into how your organization’s expenditures relate to revenue. Enter total income, total expenses, and total savings to arrive at your month-by-month net income. Add salary or details, any interest income, refunds and reimbursements, and any other miscellaneous costs to help identify budgeting shortfalls and ensure your business is on sound fiscal footing.
You can find more operating budget templates in this article .
First-Year Startup Budget Calculator
Download First-Year Startup Budget Calculator
This template is ideal for startup companies that want to contrast their funding with expenditures to avoid any financial shortfalls. Use this template to ensure that your first-year budgeting calculations (startup costs, operational expenses, estimated and actual income, and any personal expenses) are as accurate as possible. Save this calculator as a one-off file with customized entries, or share it as a template with team members to standardize budgeting practices.
Annual Startup Business Budget Template
Download Annual Startup Business Budget Template
Gain a year-over-year perspective of annual revenue vs. expenses with this startup-specific annual business budget template. Enter revenue (sales, commissions, and investments, etc.), expenses (salaries/wages, operations, marketing, etc.) and use the Summary tab’s dashboard-like view to see current budgeted expenses compared to actual revenue. Get a grasp on the bottom line by itemizing each expense and revenue source. Then, use that data to monitor your proximity to profitability. To find more, please refer to our collection of free startup budget templates and free small business budget templates .
Printable Annual Budget Report Template
Download Printable Annual Budget Report Template
Excel | Word | PDF
Gain important insights into the overall health of your company’s budget with this print-friendly month-by-month and year-over-year budget report. Enter income (salaries, dividends/interest, etc.) and expenditures to determine your organization’s true annual income. You can share this annual budget report template as a one-off budget report, or use it as a template to fit all annual budget reporting needs.
Annual Marketing Budget Template
Download Annual Marketing Budget
This annual budget template is designed specifically for marketing organizations — use it to compare estimated marketing campaign costs against actual costs. Enter expenses (national and local marketing, public relations costs, content marketing, social media, advertising, etc.) to get an overview of where you need to reign in costs to meet marketing budget goals. This template, with line-by-line, pre-filled, marketing-specific expenses, takes the guesswork out of accounting for each cost. You can also customize this budget template to meet your needs.
Why You Need an Annual Business Budget Template
An annual business budget template offers a single or year-over-year comparison of expenditures compared to revenue. The pre-filled information in an annual business budget template guides you through the annual budgeting process, so you can leverage pre-set criteria to gain insight into the accuracy of business’s expenses and revenue sources.
In short, an annual business budget template provides you with visibility into your business’s true financial picture with an easy-to-use, pre-set list of projected and actual expenditures and revenue sources, and any differences between them. An annual business budget template allows you to enter planned salary, office space, marketing, training, and travel costs in order to calculate at your expense variance.
While annual budget templates are useful for evaluating expenditures vs. revenues annually, you can also assess your budget’s feasibility quarterly or over your first business year. This information can help you create a budget that allows your business to continue operating with a sound financial outlook.
Tips for Using an Annual Business Budget Template
An annual business budget template features detailed, line-by-line lists of pre-set expenses and income. Use a completed budget to project the cost of year-by-year operations compared to available resources in order to justify your operational expenses.
Use the preset criteria in an annual business budget template to determine the overhead and administrative costs related to your products or services and to make any adjustments.
To ensure that you account for your business’s expenditures compared to potential — and actual — revenue, an annual business budget template should include the following sections:
- Employee Costs: This is a line-by-line account of projected and actual labor-related business expenses (e.g., salaries, wages, benefits, insurance, bonuses, etc.).
- Office Costs: This cost refers to the planned and actual occupancy costs (e.g., lease, electric, water, internet access, office supplies, security, etc.) of your establishment.
- Marketing Costs: Include any anticipated marketing budget details (e.g., website hosting, collateral production, trade shows, etc.).
- Training/Travel Costs: Enter employees’ training costs (classes, webinars, certifications, etc.) and any related travel expenses.
- In-House Income: Add the planned and projected revenue sources (e.g., sales, fees, commission, service charges, etc.).
- Investment Income: This section covers funding from banks (dividends, loans, interest, etc.) and investor contributions.
- Expense Variance: Determine the difference between projected and actual expenses.
- Income Variance: Identify the difference between projected and actual expenses.
- Summary: Get the big picture of your business’s budget, as well as the variance between anticipated and actual expenses and income sources, so that you can continue to operate successfully.
Additionally, be sure to consider one-time costs in your annual business budget. Seasonal costs may also impact your budget, as well as any promotional events on which you plan to spend more on advertising or marketing campaigns to boost sales. These expenses can affect your business’s annual revenue projections.
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Keeping your finances in check is easy to start-and maintain- when you use an excel budget planning template in your financial management routine. customize an excel template to suit your unique financial management needs, whether you're balancing the books of a small business or keeping track of your household budget..
Budget your personal and business finances using these templates
Manage your finances using Excel templates. Stay on track for your personal and business goals by evaluating your income and expenses. Use these templates to add in pie charts and bar graphs so that you can visualize how your finances change over time. Create infographics that show what categories are included in your budget and the types of factors that incorporate each category. Download your financial management template so that you can access it and edit it as you need.
Free budget template in Excel: the top 8 for 2022
Budgeting is an essential aspect of money management, whether it’s for personal or business-related purposes. And when it comes to planning, aggregating, and analyzing budgets, Excel is still the go-to tool for many people from different lifestyles and professions.
Having a budget template in Excel is a more accessible, affordable, and familiar option for many users. What’s more, you can easily customize your templates to suit your exact budgeting needs. Whether you need to budget for your new startup business, control annual department spending, or save up for your first car, there is a template out there for everyone.
So, if you’re an Excel fan, here are some of our favorite free Excel budget templates that you can customize to fit your own needs:
Free Excel budget templates for 2022
- Expense tracker by Sheetgo
- Monthly Budget Planner by Money Under 30
- Annual Budget Planner by Budget Templates
- Student Budget template by Microsoft
- Household Expense Budget template by Smartsheet
- Zero-based Budget Spreadsheet by Smartsheet
- Money Manager template by Smartsheet
- Small business budget template by Capterra
What are budget templates?
- Why use budget templates in Excel?
1. Expense tracker by Sheetgo
This Sheetgo Expense tracker template is ideal for small businesses and project teams — or anyone looking for a simple way to monitor expenses and automate financial management in their company. You could even use it at home with your family, to track how much each person is spending!
The Expense tracker workflow is not only easy to use, but it also gives you a better understanding of where your expenses come from. Share the individual expense tracker spreadsheets with each user so that they can track their spending. These individual sheets are then connected to the expenses master sheet, where all budgeting data is combined for an entire overview of group spending.
Add as many individual tracker spreadsheets as you need for your members. Make the most of the visual dashboards to receive actionable insights from your raw data to help make important future budgeting decisions.
2. Monthly Budget Planner by Money Under 30
This budget planner by Money Under 30 takes monthly money management to a new level with a dedicated page for every month of the year. Each page is divided into sections that you can customize to the different areas of your spending. Simply input your purchases in the corresponding category, and you can easily track how much money you’ve spent in that month, and how much of your budget is left over.
And as if that’s not enough to keep your finances in check, the template also has a summary page where you can find snapshots of your debts and savings.
3. Annual Budget Planner by Budget Templates
Budget Templates offers a detailed yearly personal budget planner that gives you an overview of your yearly budget to help you keep your finances aligned. The spreadsheet can hold a year’s worth of detailed budgeting information in just a single tab. Each worksheet has customizable sections where you can input additional income and investments, so you have everything in one place.
This is a great option for those who need an effective overview of their financial spending over multiple years. It could be a great option for regular, long-term spending such as mortgages, loans, and annual vacations.
4. Student Budget template by Microsoft
Managing finances can be a challenge for students, especially for those who’ve just started college and are experiencing the huge responsibility of living on your own.
Microsoft ’s Student Budget template is the perfect budgeting tool for those who want to track and control their allowance and part-time job incomes. Add your college-related spending into one tab, and your personal spending in the other. The template will calculate the budget of your personal spending so you never have to worry about going over your income.
The best thing is that you can use this template both as a downloadable file, but also as an online version, so you can access it on any computer or mobile device.
5. Household Expense Budget by Smartsheet
This financial management tool is made for budget-conscious families. With the Household Expense Budget planner by Smartsheet , you track the income and spending of your entire household.
Each sheet in the template is dedicated to a single month of the year, giving you a more detailed insight into your family’s monthly cash flow. Track continuous outgoings such as the mortgage, utility bills, and internet. Then, track one-off expenses such as restaurant bills, cinema tickets, and airfare. With this template, you can even create an emergency fund budget and assign income to your savings account, for a more reliable and secure budgeting solution.
6. Zero-based Budget Spreadsheet by Smartsheet
The idea behind this Excel sheet budget template is to allocate every dollar of your income to a part or aspect of your budget, so the difference between both equals zero.
The Zero-based budget Spreadsheet has two sections – one side for your monthly income and another for your expenses. Once you finish filling out both areas, the difference should be zero. If not, you should adjust either side. This method allows you to track and easily trace where your money is going.
7. Money Manager template by Smartsheet
Looking for a budgeting tool that will let you manage your budget and keep an eye on your expenses in a single location?
If so, the Money Manager template is a great option to consider. It’s an all-in-one budgeting solution that records and tracks all your financial transactions, and even balances your checkbook.
8 Small business budget template by Capterra
Starting to dabble in the world of business, the Small Business Budget template will be an interest to you.
Capterra has developed a versatile and user-friendly budgeting spreadsheet that startup owners can use for both long-term and short-term budget planning. The template also features an overview sheet. This sheet provides analytical insight into the efficiency of your business budgeting strategy.
Simply add your operational and non-operation income, then input your fixed and variable costs. This template will then calculate your gross profit, with an in-depth breakdown and analysis of where your money is going.
Budgeting templates are a pre-built structure you can use inside a spreadsheet to organize, manage and monitor your budgeting needs. They can save you a lot of time and manual effort by organizing and calculating your finances for you.
Although budgeting templates can differ with various features, the general idea is the same. Note down and keep track of all the various outgoing payments on a weekly, monthly or yearly basis. These templates will help you have a clear overview of how much you’re spending and on what you’re spending it on, as well as your total gross income.
You can use budgeting templates both in professional and personal circumstances. Here are just a few examples:
- Startup business annual budgeting
- Monthly department budgeting
- Student budgeting
- Family household budgeting
- Event budgeting
- Personal budgeting (to save for a vacation or new car)
Why use a budget template in Excel?
As the most widely used spreadsheet tool, Excel is a popular choice for data management. Using a budgeting template in an already familiar tool is perhaps the simplest option for keeping track of your finances.
Using a budgeting template inside Excel has a range of benefits, including:
- Accessibility: Almost everyone has access to Excel. What’s more, you can open Excel online, so you can collaborate with other users or update your template from any device.
- Personalization: Adding your templates in Excel means that it’s easy for you to customize the templates to your exact needs. You can add or remove various cells or columns, or tailor the content to your specific situation.
- Optimization: By having your budgeting template in Excel, you can access Microsoft’s range of analytical features and functionalities. Create graphs and charts to visualize your data, or use different formulas to calculate new insights.
- Affordability: Spreadsheet templates are (for the most part) free, unlike complex finance software. Simply download your copy and get budgeting! No large upfront costs needed.
Free Excel budget templates
And there you have it! Excel is a versatile and valuable budgeting tool that has definitely proven its worth. But as with most things, there is no such thing as a one-size-fits-all money management tool. You’ll need a specific template for a particular budgeting task.
There are a variety of budgeting templates available on the market, depending on your needs. Although all of the above templates are simple and easy to download for an immediate solution, the Sheetgo Expense tracker takes budgeting to the next level. Read our article to learn more about the Automated Expense tracker template in Excel .
Looking for more ways to control your finances? Go through all of our finance templates, both in Excel and Google Sheets, here .
Alternatively, check out some related blog posts below!
Editor’s note : This is a revised version of a previous post that has been updated for accuracy and comprehensiveness.
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Top 10 Free Excel Business Budget Templates for 2023
What Is Budgeting?
Why is budgeting important, how to create a budget template, how to make a monthly budget template, why use a template for budgeting, how to use an excel budget template, get started with a premium financial model, top free excel business budget templates, 1. business case excel template, benefits of using a business case excel template, 2. p&l statement excel template, benefits of using a p&l statement excel template, 3. revenue forecasting excel template, benefits of using a revenue forecasting excel template, 4. balance sheet excel template, benefits of using a balance sheet excel template, 5. income statement excel template, 6. startup business budget excel template, 7. expense-tracking excel template, 8. cash runway excel template, 9. unit economics excel template, 10. operating budget excel template.
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A business budget is an essential tool for any business, no matter how big or small. It helps you stay on track with your finances and ensure that all areas of your organization run efficiently. With a budget in place, you can quickly identify areas where costs are getting out of control and make adjustments before they become problematic.
Creating a budget can be daunting, especially if you are unfamiliar with Excel. Thankfully, many free Excel business budget templates are available that make it easy to set up your own budget. These templates provide an easy-to-follow format that allows you to quickly input your income and expenses so you can get started right away.
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Budgeting is a process of predicting and managing your income and expenses. It helps you plan out how much money you will need to cover your business costs for the month or year ahead. With budgeting, you can track spending, identify areas where you may be overspending, and make adjustments as needed to stay within your budget.
Budgeting is essential for any business, as it allows you to plan ahead and ensure your organization is on the right track financially. Without a budget, setting goals and tracking progress can be challenging. A budget also helps you identify areas where costs are getting out of control so you can take corrective action before they become too costly.
When creating a budget template, it's essential to include all the categories and items relevant to your business. This includes revenue sources, fixed costs such as rent or utilities, variable expenses like advertising or travel, and any other relevant items. Once you have identified these categories, you can enter them into an Excel spreadsheet. It's important to remember that budgeting can be complex, and you should always consult a professional if you need help.
Once all the information has been entered into your template, it's time to begin tracking income and expenses. This will give you an accurate picture of how much money is coming in and going out each month. As the months progress, you can easily adjust your budget if it becomes necessary. This way, you'll always have an accurate picture of your financial situation and be able to adjust accordingly.
Using a free Excel business budget template, you can quickly and easily create a comprehensive budget that will help keep your finances in check. Once you're comfortable with the budget, you can modify it as needed to accommodate any changes in your business. With a bit of time and effort, you can have an adequate budget in place that will keep your business running smoothly.
Creating a monthly budget template is similar to creating a one-time budget. Start by identifying all the relevant categories and items to your business. Once you have all the information gathered, enter it into an Excel spreadsheet. You can then use this template to track your monthly expenses and income. As the months pass, adjust your budget based on new developments or changes in your business.
Using a template for budgeting provides several benefits. It allows you to quickly create accurate and up-to-date budgets, allowing you to make informed decisions about your finances. Additionally, templates make it easy to track expenses and income so you can adjust as needed. Finally, free Excel business budget templates can save time and money as you won't need to hire a professional to help with budgeting.
Using an Excel budget template is a great way to get started creating your business budget. All of the free templates provided here include a simple format that's easy to use and understand. Here are some tips for getting the most out of your Excel budget template:
- Start by entering all your income sources, such as sales revenue, interest income, and other sources of revenue.
- Next, enter your expenses, such as payroll, rent, supplies, and other operating costs.
- Make sure to include taxes and other overhead costs in your budget.
- Set up a timeline for budgeting so you can stick to it throughout the year.
- Run reports and analyze the data in your budget. This will help you identify areas where costs are getting out of control or where there may be opportunities to save money.
By taking the time to create an accurate and up-to-date business budget, you can ensure that your organization runs as smoothly and efficiently as possible. With the help of free Excel business budget templates, you can quickly and easily create a budget that works for your organization.
If you're looking to take your business to the next level, free Google Sheets templates offer an extensive collection that you can use to manage a variety of tasks. However, if you want to take things further and get a comprehensive financial model for your business, you need a more tailored, customizable premium financial model.
With a premium financial model , you won't have to spend time downloading separate templates and piecing them together yourself. Instead, everything you need will be included in one easy-to-use, customizable package. This will save you time and effort, allowing you to focus on growing your business.
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- The Standard Financial Model Template is a great all-around option.
- The SaaS Financial Model Template is ideal for software-as-a-service companies.
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- The E-Commerce Financial Model Template is geared toward businesses that sell products online.
- The Marketplace Financial Model Template is designed for businesses that operate in a multi-vendor marketplace.
By using a premium financial model, you'll have access to powerful tools that can help you track your finances, manage your cash flow, and make informed decisions about your business. Plus, with customizable templates, you can easily tweak the model to fit your specific needs.
If you're ready to take your business to the next level, consider investing in a premium financial model. With options tailored to your specific business needs, you can rest assured that you'll have the tools you need to succeed.
A business case excel template helps businesses easily analyze and evaluate different scenarios to inform decision-making. This type of template includes pivoting tables, graphs, financial projections, and other valuable data that can help you make the best possible decisions for your organization. Business cases are often used to compare various investment or product opportunities to determine which one is the most profitable.
There are many benefits to using a business case excel template, such as:
- Streamlining the decision-making process by providing relevant data and insights that help inform decisions.
- Creating an organized structure for analyzing different scenarios and options.
- Consolidating data into one place to make it easier to analyze and compare.
- Generating various reports that can be used to track performance and make informed decisions.
- The ability to customize the template for specific needs or goals.
Creating a business case template in Excel can help you analyze data and make informed decisions that will benefit your organization.
Download the Business Case Excel Template for Free.
A Profit and Loss (P&L) statement Excel template is a spreadsheet that helps businesses analyze their financial performance and make informed decisions. This type of template includes tables and graphs that can be used to track income, expenses, and profits over a period of time. It also provides insight into cash flow and profitability.
Using a P&L statement Excel template provides several benefits, such as:
- Giving an overview of the business's financial performance over some time.
- Breaking down income and expenses into categories to make it easier to analyze.
- Being able to track profit margins, cash flow, and other vital metrics.
- Generating reports that can be used to inform decision-making.
- Analyzing different scenarios to identify areas for improvement.
By using a P&L statement Excel template, businesses can quickly and easily analyze their financial performance and make informed decisions that will benefit the organization.
Download the P&L Statement Excel Template for Free.
A revenue forecasting Excel template helps businesses predict future financial performance by analyzing historical trends and data. This type of template includes a variety of graphs, charts, and tables that can be used to analyze past performance and make projections for the future. Revenue forecasting is often used to set business goals and inform strategic plans.
Using a revenue forecasting Excel template has many benefits, such as:
- Allowing businesses to develop reliable projections and estimates based on past performance.
- Identifying trends and insights that can inform decision-making.
- Generating various reports and dashboards that can be used to track performance.
- Establishing goals and benchmarks that can be used to measure success.
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The best picks for business budgeting software tools to monitor your financial performance and ensure your business is using its resources efficiently.
A balance sheet Excel template is a spreadsheet that helps businesses track financial transactions and analyze the organization's overall health. This template includes several sections, such as assets, liabilities, and equity. A balance sheet provides an overview of a company's finances, showing how much money it has in cash, investments, or debts.
Using a balance sheet excel template has many benefits, such as:
- Allowing businesses to analyze and compare financial data easily.
- Creating an organized structure for tracking assets and liabilities.
- Generating various reports that can be used to measure performance.
By creating a balance sheet excel template, businesses can quickly and efficiently track their financial data and make informed decisions about their organization's finances.
Download the Balance Sheet Excel Template for Free.
An income statement Excel template helps businesses analyze and track their financial performance. This template includes several sections, such as revenue, expenses, and net income. An income statement provides an overview of a company's profitability, showing how much money it has earned or lost over a given period.
Download the Income Statement Excel Template for Free.
A startup business budget Excel template helps businesses manage their finances and plan for the future. This template includes several sections: revenue projection, expenses, and cash flow. Companies can use a startup business budget template to analyze their financial performance accurately and determine the best course of action for their organization.
Download the Startup Business Budget Excel Template for Free.
Top Free Google Sheets Templates and Financial Statements to help you manage your business financials, monitor performance, and make informed decisions.
An expense-tracking Excel template or an expense-tracker Excel template helps businesses track and analyze their spending. This template includes several sections, including expenses by category, total costs, and monthly averages. By using an expense tracking template, businesses can quickly and easily identify areas of overspending or unnecessary expenses so they can make better decisions about their finances.
Download the Expense-Tracking Excel Template for Free.
A cash runway Excel template is a type of spreadsheet that helps businesses track their cash flow and analyze the short-term financial health of the organization. This template includes several sections, such as cash inflows, outflows, and balances. A cash runway provides an overview of a company's ability to pay its expenses and manage liquidity, showing how much cash is available to the organization at any given time.
Download the Cash Runway Excel Template for Free.
A unit economics Excel template is a spreadsheet that helps businesses analyze the profitability of individual products, services, or customer segments. This template includes several sections, such as revenue per unit, cost per unit, and operating profit per unit. Using a unit economics Excel template, businesses can accurately analyze the profitability of different product lines and identify potential areas for improvement.
Download the Unit Economics Excel Template for Free.
An operating budget Excel template helps businesses track and manage their expenses. This type of template includes several sections, such as fixed costs, variable costs, and capital investments. An operating budget provides an overview of a company's expected expenses over a given period of time, helping the organization make smart decisions about its finances.
Download the Operating Budget Excel Template for Free.
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Using the top free Excel business budget templates is an effective way for businesses to create and maintain financial plans. From business cases to revenue forecasting and balance sheets, these templates help businesses stay organized and make informed decisions that benefit their organization.
Hady has a passion for tech, marketing, and spreadsheets. Besides his Computer Science degree, he has vast experience in developing, launching, and scaling content marketing processes at SaaS startups.
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Free Budget Excel Spreadsheets and Other Budget Templates
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Tracking monthly expenses in a budget spreadsheet or template can make managing your money a little easier. Whether you want to use an Excel spreadsheet or a Google Sheet to define and track a budget — or a fully functional online calculator — the budgeting tools below are among our favorites.
Wherever you find a budget spreadsheet or template, do some research before downloading it. Checking online reviews and downloading budget templates from only websites you trust will help you avoid phishing viruses.
Microsoft Office Excel budget templates
How it works: Maintaining a spreadsheet requires discipline, and creating a spreadsheet from scratch takes time. Save yourself the hassle of setting up rows, columns and formulas by using a pre-made Excel template from Office. Templates include a household expense budget, holiday budget planner and event budget.
What we like: There’s a template for just about every budget situation, from simple to complex. Access Excel online and collaborate with others in the same document at the same time.
Where to get it: Visit templates.office.com and click “ Budgets ” to find an Excel file to download. Or sign in to Microsoft and edit in your desktop browser.
Google Sheets budget templates
How it works: Google Drive is a file storage service where users can create, upload and share files. Get 15GB of storage for free or upgrade if that's not enough. The Sheets app for Drive includes pre-made templates, such as an annual budget and monthly budget.
What we like: You can bring your budget with you by logging in to your Google Drive account from your smartphone, tablet or computer. You can also share access to a household budget with other members of your family.
Where to get it: Sign in at google.com/sheets , then browse the template gallery.
NerdWallet’s budget worksheet
How it works: Use this online form to input your monthly income and expenses. With that information, the worksheet shows how your finances compare with the 50/30/20 budget breakdown, which recommends that 50% of your income goes toward needs, 30% toward wants and 20% toward savings and debt repayment. You can also download these worksheets in Excel.
What we like: This thorough worksheet prompts you to consider a wide range of expenses — from life insurance premiums to travel expenses to credit card payments — so you don’t miss anything. You can also see worksheets specific to your situation, whether you’re a college student, parent, homeowner, senior or none of those.
Where to get it: Find it on NerdWallet, of course:
Mint lifestyle templates
How it works: In addition to Mint's well-known app, the money manager offers budget templates, too. Choose your desired budget, then use the pre-made format to guide your categorization of spending.
What we like: There are demographic-specific options that fit a variety of life stages. Students will benefit from the college template, while parents of young kids will appreciate the day care template.
Where to get it: Download an Excel file from Mint .
The Federal Trade Commission’s budget worksheet
How it works: The Federal Trade Commission offers a website to educate consumers about money, including how to budget. To get started, consult its "Make a Budget" worksheet. Download the PDF and fill in the fields to see whether you’re making more than you spend or spending more than you make.
What we like: Numbers and formulas can make budgeting a turnoff, but this simple worksheet is the furthest thing from intimidating. It’s a great jumping-off point if you’ve never budgeted before.
Where to get it: On Consumer.gov, download the budget PDF from the "Toolbox" tab.
More ways to take charge of your budget
Researching budget spreadsheets and templates is already a solid start in managing your money. If the tools above aren’t a good fit, you’ve got other options — including signing up for a free NerdWallet account to view your cash flow and see how it matches the 50/30/20 budget guidelines .
Learn about the various monthly expenses you’ll want to track .
Try an app that tracks and categorizes your spending. Check out the best budget apps for 2023.
For an idea of how much of your monthly income to spend and save, try our budget calculator .
If you want to go offline, read one of these expert-recommended budgeting books .
Or, if you need to back up and learn more about budgeting, read how to make a budget .
On a similar note...
Business Budget Excel Templates
Do You Need to Create Monthly Expense Spreadsheets for Your Startup Company or Small Business? Template.net Has a Library of Free Business Budget Templates in Excel Format Available. These Templates Are Editable, Printable, and Already Come with Sample Content That You Can Customize on Microsoft Excel Easily. Grab One Now!
Corporate Business Plan Budget Template
Business Marketing Budget Template
Startup Business Budget Template
Monthly Business Budget Template
Business Budget Template
Annual Business Budget Template
Small Business Budget Template
Small Business Startup Budget Template
Simple Business Plan Budget Template
Business Expense Budget Template
Business Financial Budget Template
Business Sales Budget Template
Business Trip Budget Template
SaaS Enterprise Business Model Budget Template
Annual Budget Simple Template
Financial Budget for Startup Business Template
Construction Business Budget Workbook Template
Business Budget Analysis Template
Budgeting has long proved its usefulness to individuals and organizations. In the business sector, the process has been included in all plans, considering that they perpetually consist of financial exploits. Whether you are working for a small business or even a start-up, such an activity must be done. To help you do so, we present to you our library of Business Budget Templates in Microsoft Excel. It has a wide array of high-quality, 100% customizable, and printable alternatives that you can use for your business’s daily, weekly, monthly, and annual budgeting. Subscribe to our plan today and find the one that fits your needs!
What Is a Business Budget?
A business budget is a document that lets you manage the financial resources of your company. In Info Entrepreneurs’s "Budgeting and Business Planning," it has been pointed out that funds could go in different directions. Moreover, the business consulting service provider recognized the business budget as an important tool that allows you to take full control of your business’s expenditure, whatever course they may take.
How to Create a Business Budget
A business budget is more than just tallying your company ’s expenses. For you to create an effective one, you have to consider more aspects that are highly relevant to your outgoings. Find out what those areas are and know how to prepare them by following our already prepared steps below.
1. Get Your Average Spendings
Reckon your usual expenses within a particular time frame. You can refer to your receipts , invoices, or other documents alike that can briefly discuss your expenditures. By averaging the figures in these references, you can get an overview of the amount you will be dealing with as you go on in your budgeting process.
2. Calculate Your Total Earnings
Just like the first step, you also have to work out on your business’s gross income. Do this efficiently by making a list of your company’s deep pockets. Sales and investments are good samples of these sources.
3. Set Your Expense Categories
On this step, you may need to predict what your organization is going to acquire based on the references you used in step one. After anticipating those, you have to put them in catalogs to organize and summarize their costs.
4. Allocate Your Income Properly
Distribute the available funds that you have calculated on step two with respect to your constructed catalog items’ precedences.
5. Remember Your Subsidiaries
Always bear in mind that you have to allot funds for your company’s savings. These elements may fall under your company’s insurances , charities, and other aspects that have lesser importance.
6. Update Constantly
It is part of the company management ’s responsibility to keep track of these types of documents. Aside from putting your financial resources at stake, a business budget is an important determinant for any business undertaking. This is why constant updates on these documents are very crucial.
Frequently Asked Question
What are the different types of business budgets.
1. Static Budget
2. Financial Budget
3. Cash Flow Budget
4. Operating Budget
5. Master Budget
What Are the Different Budget Classifications?
1. Short-term Budget
2. Long-term Budget
Why Is Budgeting Important for Businesses?
Basically, the budgeting method helps entrepreneurs to maneuver their businesses’ financial aspect to advantageous standings.
What Does a Business Budget Include?
Revenues, costs, and cash flow are the important things you need to put into account when making a business budget. They determine how much funds are made available for your company enhancements or outlays.
What Is the Purpose of a Budget?
The main purpose of a budget is to have a plan in the management of financial resources. Specifically, it gives an overview of the allocation of funds.
Free Budget Templates
All the Vertex42™ budget templates can be downloaded for personal use and no charge. We hope that they will be helpful to you! The templates featured below also work with OpenOffice and Google Spreadsheets, so if you don't own a version of Microsoft Excel®, the only thing stopping you from making a budget is the time to download and the determination to get your finances under control.
- Budget Templates
Family Budget Planner ▶
A yearly budget planner with more categories including child care and other family expenses.
Personal Budget ▶
Yearly budget planner with categories for a single individual.
Vertex42® Money Manager ▶
Record daily transactions just like you would with Quicken or Microsoft Money. The budget report updates automatically based on your transaction history.
Income and Expense Tracking Worksheet ▶
A simple printable worksheet for tracking personal income and expenses.
Monthly Household Budget ▶
A monthly budget worksheet with the same categories as the family budget planner.
Simple Budget Worksheet ▶
Download an extremely simple budget worksheet to help you get started budgeting
Personal Monthly Budget Worksheet ▶
A monthly budget worksheet with categories for an individual person - the same categories as in the yearly version.
Budget Calculator ▶
Combines a yearly budget planner with monthly calculations and graphs. Shows budget vs. actual for each of 12 months within a single worksheet.
Business Budget ▶
Contains two worksheets for creating a yearly business budget - for service providers or companies producing and selling goods.
Project Budget ▶
Three different worksheets for simple to complex projects, including a version based on the project work breakdown structure (WBS). Calculate the budget amount for each task based on labor rates, material costs, and other fixed costs.
Bill Tracker Worksheet ▶
Keep track of your monthly bill payments using this printable worksheet. Record amounts for variable bills.
College Student Budget ▶
Create a college budget plan using this simple student budget worksheet.
Weekly Budget Templates ▶
Weekly versions of the Family Budget Planner and Money Management Template.
Home Budget Worksheet ▶
Create a simple yearly home budget, with expenses divided into deductible and non-deductible categories.
Zero Based Budget Worksheet ▶
Use this spreadsheet to help you create a monthly budget where every dollar of income is planned to go to savings or expenses.
Personal Financial Statement Template ▶
Create and maintain your own personal financial statements, including a balance sheet for calculating net worth and a cash flow statement for budgeting.
Monthly Cash Flow Worksheet ▶
Track your personal cash flow on a monthly basis, or create a 12-month cash flow plan (i.e. budget).
Account Register Template ▶
Track multiple accounts within a single account register. For example, divide a savings account into virtual sub-accounts for tracking specific goals.
Credit Account Register ▶
Keep track of your credit card transactions, fees and payments with this free account register template.
Checkbook Register ▶
A very simple method for recording transactions for a checkbook, savings account, or credit card account.
Savings Goal Tracker ▶
Keep track of how your savings is allocated. Track the progress of your goals. Ideal for people who budget.
Money Tracker ▶
Track your cash, checking, credit, and savings in Excel on your mobile phone.
Budget Templates For Special Occasions
Wedding budget ▶.
Includes a budget estimator worksheet as well as a detailed list of categories specifically for weddings.
Event Budget ▶
Create a budget for a camp, reunion, seminar, party, or other event. Record expenses and sources of income.
Expense Tracker ▶
Provides a way to track expenses for projects like home improvements or for events such as parties or seminars.
Money Management Worksheet for Kids ▶
A great alternative to using envelopes for keeping track of savings and spending money.
Donation Tracker ▶
Track a fundraising campaign using a simple donation log and pivot tables. Includes a thermometer chart for showing progress.
Travel Budget Worksheet ▶
Plan a vacation without breaking the bank using this travel budget template.
Christmas Budget ▶
Keep track of your budget for Christmas gifts and other holiday spending.
Cash envelope register (short) ▶.
Print simple registers to insert into your cash envelopes for tracking your budget. This version is roughly the size of US currency.
Price Comparison Template ▶
Compare prices for multiple items from different vendors or stores. Useful for both business and personal purposes.
Petty Cash Log Template ▶
Customize and print a petty cash form for your business. Includes a reconciliation section.
Debt Payoff Trackers ▶
Track your debt payoff goals with charts and printable tracking worksheets.
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- Financial Calculators
- Financial Statements
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- 18+ Free Sample Food Pantry Budget Templates –... »
18+ Free Sample Food Pantry Budget Templates – MS Excel, PDF
Food pantries, just like any other organization, need to have a budget that can help them maintain financial stability. With the Food Pantry Budget Template, managing finances has never been easier. The template is designed to provide a clear outline of all the expenses and income that the food pantry might encounter in a given period. From rent to utility bills to inventory expenses, the template covers all aspects of the budget.
With this tool, managing a food pantry budget becomes a less daunting task, allowing food pantries to focus on their primary objective of providing food to those in need. Ensuring that every dollar is accounted for will allow for better financial planning and, ultimately, make the most of the resources available. The Food Pantry Budget Template is an asset for all food pantries that seek financial stability while serving their communities simultaneously.
Download Free Sample Food Pantry Budget Templates
Key Elements of a Food Pantry Budget
When considering a food pantry budget, it’s important to keep in mind a few key elements. Firstly, establishing goals is critical in guiding decision-making, as it allows you to prioritize your spending and ensure that you’re meeting the needs of your client base. Next, create a detailed list of expenses, which should include costs such as rent, utilities, staffing, and food purchases.
Monitoring and reviewing your expenditures regularly will help you track your progress and identify any changes that may need to be made. Finally, fundraising and community partnerships are essential in securing financial support and building relationships that can benefit your pantry in the long term. Implementing these elements into your food pantry budget will allow you to efficiently allocate your resources and provide much-needed services to those in need.
Expense Categories in a Food Pantry Budget
Budgeting is a crucial aspect of managing any organization effectively, and food pantries are no exception. One of the most significant components of a food pantry budget is expense categories. These categories can be highly variable depending on the nature of the pantry. Common categories might include food, rent, utilities, and staffing costs.
Some pantries might have additional expenses, such as transportation or repair costs. Effective categorization of expenses allows a food pantry to optimize its resources and maximize its impact on the community. Understanding these categories and allocating resources appropriately is essential in fulfilling the pantry’s mission to assist those in need.
Monitoring and Adjusting the Food Pantry Budget
In today’s economy, managing a food pantry budget can be a challenging task. As demand for services increases, it’s important to ensure that the funds are allocated properly, and expenses are controlled. By monitoring and adjusting the food pantry budget regularly, it’s possible to make sure that every dollar is spent efficiently and effectively. This requires constant communication with stakeholders, analyzing trends, and making appropriate adjustments as needed.
With the right approach, it’s possible to maximize the impact of the food pantry, providing vital services to those in need while staying within budget. The key is to be vigilant and proactive, staying ahead of the curve and minimizing waste wherever possible. With dedication and careful attention, the food pantry budget can be a powerful tool for delivering essential resources to those who need them most.
How to Create a Food Pantry Budget Template
When it comes to running a food pantry, budgeting is essential. By creating a budget, you can ensure that you have enough money to purchase the food and supplies you need to keep your pantry running smoothly.
Determine your income sources
The first step in creating a food pantry budget template is to determine your income sources. Where does the money for your food pantry come from? Is it from donations, grants, or fundraising efforts? Once you have a clear understanding of how much money you have coming in, you can move on to the next step.
List your expenses
Next, you need to list your expenses. This includes everything from rent and utilities to the cost of purchasing food. Be sure to include any other expenses like staff salaries, office supplies, and transportation costs. Make sure you have a line item for every expense, no matter how small.
Assign expense categories
Once you have listed all of your expenses, it’s time to assign categories to each expense. This will make it easier to track your spending in the future. For example, you might have categories like “food purchase,” “rent,” “utilities,” and “salary.”
Determine a monthly or yearly budget
Now it’s time to determine how much money you should allocate to each expense category. To do this, you will need to create a monthly or yearly budget. Make sure that you have allocated enough money for each category, so you don’t come up short later on.
Use software or a spreadsheet to track expenses
Finally, it’s time to track your spending. You can do this manually with a spreadsheet or use software, like QuickBooks or Excel, to do it for you. Be sure to keep accurate records of all your expenditures, so you always have an up-to-date understanding of your financial situation.
// 18+ Free Sample Food Pantry Budget Templates - MS Excel, PDF
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Track your small business's month-by-month financials with this easily fillable 12-month business budget template. The template includes profit and loss category rows for cost of goods sold (GOGS), sales and marketing costs, labor costs, and earnings before interest and taxes (EBIT). You can also factor in cash, inventory, accounts receivable ...
Annual Operating Budget Template. Use this annual operating budget template to gain year-over-year insight into how your organization's expenditures relate to revenue. Enter total income, total expenses, and total savings to arrive at your month-by-month net income. Add salary or details, any interest income, refunds and reimbursements, and ...
Capterra's Free Small-Business Budget Template. The Capterra small-business budget template has been a fan favorite since it was published in 2015. In this one simple Excel workbook, you can ...
Simplify your monthly or weekly budgeting by using a free, customizable budget template. Monitor all of your home or business expenses accurately and decide what areas of your budget can be better managed. Whether you're managing the office budget of a small business or need to track your personal expenses, using a template makes it easier to ...
Business Budget - Download a Business Budget Template for Excel to help you create your business plan and control your business expenses. ... or thinking of starting a business, you might be interested in the free Business Start Up Costs template. A startup cost analysis is an important part of a good business plan and can help you get things ...
Use these templates to add in pie charts and bar graphs so that you can visualize how your finances change over time. Create infographics that show what categories are included in your budget and the types of factors that incorporate each category. Download your financial management template so that you can access it and edit it as you need.
Free Excel budget templates for 2022. Expense tracker by Sheetgo. Monthly Budget Planner by Money Under 30. Annual Budget Planner by Budget Templates. Student Budget template by Microsoft. Household Expense Budget template by Smartsheet. Zero-based Budget Spreadsheet by Smartsheet. Money Manager template by Smartsheet.
Download the Business Case Excel Template for Free. 2. P&L Statement Excel Template. Download the P&L Statement Excel Template for Free. A Profit and Loss (P&L) statement Excel template is a spreadsheet that helps businesses analyze their financial performance and make informed decisions.
Get 15GB of storage for free or upgrade if that's not enough. The Sheets app for Drive includes pre-made templates, such as an annual budget and monthly budget. What we like: You can bring your ...
Do You Need to Create Monthly Expense Spreadsheets for Your Startup Company or Small Business? Template.net Has a Library of Free Business Budget Templates in Excel Format Available. These Templates Are Editable, Printable, and Already Come with Sample Content That You Can Customize on Microsoft Excel Easily. Grab One Now! Free.
We invite you to create copies, download, edit, and print these business budget templates. ... Business budget template for Excel. Use our free Excel template to develop a budget for your business. The template uses an example budget from an imagined business, Widget Inc., to help guide you through the process of creating a business budget.
Download spreadsheets for creating family, personal, and household budgets. All the Vertex42™ budget templates can be downloaded for personal use and no charge. We hope that they will be helpful to you! The templates featured below also work with OpenOffice and Google Spreadsheets, so if you don't own a version of Microsoft Excel®, the only ...
Here, we provide a free downloadable business budget template for small businesses to track expenses and income. Also, you can download and use this template in PDF, Excel, or CSV format. INVESTMENT BANKING RESOURCES Learn the foundation of Investment banking, financial modeling, valuations and more.
Professional Business Budget Template. Large companies or those who are already well-established can use this more comprehensive template. It offers a sheet for the estimated expenses and a separate sheet to track expenses that accumulate. You can also use it to keep track of expense variances. Small Business Budget Template.
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Free Excel Business Budget Template to help you create a budget and keep track of your financials. Download now for free! Features. Employee scheduling. Create the perfect schedule within minutes. Time tracking. Get an overview of hours and wages. Employee app. Make it easy for your employees.