Free Budgeting & Planning Templates
14 templates for building budgets and forecasts — from a first business plan through rolling 12-month forecasts and scenario planning.
Business Plan Template
A structured outline for writing a complete business plan.
FreeBusiness Plan Financial Templates
The financial projections section of a business plan, ready to fill in.
FreeBudget vs. Actual Tracker
Compare budgeted numbers to actual results and spot variances.
FreeAnnual Operating Budget
Plan revenue and expenses for the full year ahead.
Tools ClubZero-Based Budget Template
Justify every dollar of spend from zero each budget period.
Tools ClubDepartment Budget Template
Build and track a budget for an individual department or team.
Tools ClubOwner Compensation Planner
Plan owner draws or salary against business cash flow.
Tools ClubOwner Compensation Planner Canada
The owner compensation planner adapted for Canadian tax rules.
Tools ClubCapex Budget Template
Plan and track capital expenditure spending separately from operating costs.
Tools ClubSales Forecast Template
Project future sales based on historical trends and assumptions.
Tools ClubRolling 12-Month Forecast
Always see 12 months ahead as each month rolls off the back end.
Tools ClubScenario Planning Template
Model best-case, base-case, and worst-case financial scenarios.
Tools ClubProject Budget Tracker
Track budgeted vs. actual spend on an individual project.
Tools ClubFinancial Goal Tracker
Set and track progress toward specific financial goals.
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