Free Template · XLSX
The Simple Business Budget Template.
A 12-month budget with income, expense, and variance columns — pre-built for small business owners who want to plan the year without hiring an accountant to do it.
What's inside
A real budget, in plain English.
- 12 monthly columns + YTD and annual totals
- Revenue, COGS, and operating expense categories
- Budget vs. actual variance — dollar and percentage
- Quick-start assumptions page (pricing, volume, overhead)
- Printable one-page summary for your partner or lender
Who it's for
Owners who've never built a real budget — or never stuck with one.
If your idea of a budget is "try not to overspend," this template will feel like a cheat code. Twenty minutes to set up, a monthly five-minute update, and you'll know before June whether the year is tracking.
Want a budget built into your monthly reports?
Every BDB client gets a budget-vs-actual view in their monthly close. Book a free call and we'll show you how it works.
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