Annual Budget Template
Stop guessing where your money is going. This 12-month budget spreadsheet gives you a clear financial plan for the year — and shows you exactly when you're off track.
Instant access · Excel + Google Sheets · Printable PDF
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What's Included
- 12-month budget planner with auto-totals
- Revenue & expense category breakdown
- Monthly vs. actual variance tracker
- Department or project budget allocation
- Year-over-year comparison tab
- Instructions PDF with budgeting best practices
Know Where Every Dollar Is Going
Most small businesses run without a budget — and wonder why they're always short on cash. This template changes that in an afternoon.
Done-For-You Format
All formulas pre-built. Just enter your numbers and the template does the math.
Variance Tracking
See budget vs. actual side by side every month so you can course-correct fast.
Goal-Oriented Planning
Set revenue targets and expense limits at the start of the year and track progress monthly.
Frequently Asked Questions
Is this a Google Sheets or Excel template?
It's built in Excel (.xlsx) format and is fully compatible with Google Sheets. You can upload it directly to Google Drive and use it there for free.
Can I customize the expense categories?
Absolutely. All categories are fully editable — just type over the existing labels to match your business's chart of accounts.
Do I need accounting experience to use this?
No. The template is designed for business owners, not accountants. Each tab has clear instructions and the formulas are all pre-built.
Start the Year with a Real Plan
Get the Annual Budget Template for just $27 — instant access, no subscription required.
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