Free Excel template

Excel budget template

Plan revenue and costs for the next 12 months, compare plan and actual every month and see where the year is heading in three scenarios. Made for small and medium businesses.

Monthly plan by revenue and cost category
Plan vs actual with automatic status and charts
Base, optimistic and pessimistic scenario
Example data and step-by-step instructions

Excel file (.xlsx) for Microsoft Excel 2016 or newer. No macros.

Get the template

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A look inside

The “Plan vs actual” sheet: year-to-date variances with status and a monthly chart. Click the image to enlarge.

Plan

Enter the plan for 12 months by revenue and cost category. Totals, gross margin and result are calculated automatically.

Track

Enter actual figures each month. The template shows the variance and flags categories that are below plan or over budget.

Compare

See the result in the base, optimistic and pessimistic scenario and change the assumptions in one place.

Optimus Analytica

Business analytics, automation and AI

info@optimusanalytica.com

+381 60 493 0440

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