Small Business Budget Template (Free Excel)
A free Excel budget for a small business. Plan revenue and expenses for all 12 months and see net profit, margin and a chart automatically.
Download the free Excel template (.xlsx)
Free. No email or sign-up needed. One Excel file, 2 sheets.
What is inside the small business budget template
| Sheet | What it does |
|---|---|
| Budget | Twelve monthly columns for revenue and expense lines, year totals, percent of revenue, net profit, profit margin and a revenue vs expense column chart. |
| Read me | Short instructions. |
Yellow cells are for your own numbers and text. Green cells calculate by themselves, so do not type over them. Sample data is included so you can see how it works, then replace it with your own.
How to use it
- Download the file and open it in Excel 2010 or later. It also opens in Google Sheets and LibreOffice.
- Replace the sample data in the yellow cells with your own.
- Read the totals and results that update automatically.
- Save a copy for each month, project or client, or print it from File > Print.
The template is free to use and edit. If you want a version built around your own process, with your branding, extra sheets or automation, tell us what you need.
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Frequently asked questions
What should a small business budget include?
Expected revenue, cost of goods sold, payroll, rent, marketing, software, insurance, utilities and other overhead, so you can see profit by month.
How do I use this template?
Overwrite the sample numbers in the yellow cells. Totals, net profit and margin calculate automatically, and negative profit turns red.
Can I add my own expense lines?
Yes. Rename any line. To add rows, insert a row inside the list and copy a formula row down.
Is it free to use for my business?
Yes. It is free and you can edit it for your own use.
Need a custom spreadsheet built for your business?
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