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NerdyGirl Accounting

12-Month Cash Flow Forecast

CategoryJanFebMarAprMayJunJulAugSepOctNovDecTOTAL
INCOME
Product / Service Sales$0
Retainer / Subscription Revenue$0
Consulting Fees$0
Other Income 1$0
Other Income 2$0
TOTAL INCOME$0$0$0$0$0$0$0$0$0$0$0$0$0
EXPENSES
Rent / Mortgage$0
Payroll & Contractor Payments$0
Utilities$0
Insurance$0
Software & Subscriptions$0
Marketing & Advertising$0
Supplies & Materials$0
Professional Fees$0
Loan / Debt Payments$0
Other Expense 1$0
Other Expense 2$0
TOTAL EXPENSES$0$0$0$0$0$0$0$0$0$0$0$0$0
NET CASH FLOW$0$0$0$0$0$0$0$0$0$0$0$0$0
OPENING BALANCE$0$0$0$0$0$0$0$0$0$0$0$0
CLOSING BALANCE$0$0$0$0$0$0$0$0$0$0$0$0

How to Use This Forecast

  1. 1. Enter your opening bank balance (what's in your account right now).
  2. 2. Fill in expected income for each month — be realistic, not optimistic.
  3. 3. Fill in all expected expenses — include annual bills divided by 12.
  4. 4. Watch the closing balance row — any negative months need a plan.
  5. 5. Update actuals monthly and adjust future months accordingly.
  6. 6. You can rename any row label by clicking on it.
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