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Free template · Excel & Google Sheets

Free monthly budget template for small business

One month on one page: what you planned, what really happened, and the cash left at the end of the month. Built for small businesses, in Excel and Google Sheets.

  • No macros
  • Sample data included
  • Print-ready
Download free ↓
Free monthly budget template for small business: Sample data is fictional.
Sample data is fictional.Save on Pinterest

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What’s inside

  • Income and expense categories ready to rename (rent, salaries, supplies, marketing…)
  • Budget, actual, difference and % of budget for every line
  • Summary: total income, total expenses, profit, cash at the end of the month
  • Green when you beat your plan, red when you’re over budget
  • Print-ready on one page, with a “How to use” tab
  • Sample café figures to show how it works

Who it’s for

  • Small business owners who want a simple monthly check
  • Cafés, shops, studios and service businesses
  • Freelancers who want to separate business money

Google Sheets version. The Google Sheets copy is the same template without Excel “table” objects, which Google Sheets doesn’t convert cleanly: lists use plain formatting, banded rows and a filter instead. Formulas, drop-downs and colors work the same. Print settings are chosen in File → Print.

How to use it

  1. 1Download the file and open it in Excel, Google Sheets or Numbers.
  2. 2Type your business name, the month and the cash you have at the start.
  3. 3Rename the categories, then fill in the Budget column at the start of the month.
  4. 4During the month, fill in the Actual column from your bank statement.
  5. 5Read the summary, then copy the tab for next month.

Custom version

Want it customized for your business?

Want it automated for your business (dashboard, alerts, macros, connected to your data)? We build the custom version for you, at a fixed price.

For example: all 12 months in one dashboard with charts, your bank exports imported automatically, alerts when a category goes over budget.

Excel or Google Sheets dashboard

from$1492-day delivery
See the service →

Also useful: PDF or images to clean spreadsheet · from $49

Questions

How do I make a monthly budget for my small business in Excel?

List your income and expense categories, write what you expect for the month in the Budget column, then fill in what really happened in the Actual column. This template does the totals, the differences and the end-of-month cash for you.

What’s the difference between budget and actual?

Budget is your plan for the month; actual is what really came in or went out. The difference shows where you’re ahead or behind, so you can adjust next month.

What categories should a small business budget include?

Typical ones are sales, other income, rent, salaries, supplies or stock, utilities, marketing, insurance, software, repairs, bank fees, loan repayments and taxes. Rename them to fit your business.

Can I track cash flow with it?

Yes, month by month: cash at the start plus the month’s profit gives the cash at the end. A 12-month cash-flow forecast connected to your bank exports is what the custom version adds.

Does it work in Google Sheets?

Yes. Download the Google Sheets copy and open it from Google Drive with Google Sheets.

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