Business Budget Pro
Complete business budget with revenue and expense planning, department budgets, quarterly review, and year-over-year comparison.
Free vs Pro
- Budget revenue and expenses across 6 categories for a single year
- Dashboard with total revenue, expenses, and net budget
- Monthly budget totals and annual summary
- Works in Excel and Google Sheets
- Revenue Budget sheet with up to 10 revenue streams, monthly targets, and annual totals with editable growth assumptions
- Expense Budget sheet covering up to 15 expense categories across 12 months with monthly and annual totals
- Department Budgets sheet allocating budget across up to 6 departments with headcount, salary, and operating expense breakdowns
- Dashboard with 6 KPI cards: budgeted revenue, budgeted expenses, net budget, largest expense category, revenue growth rate, and operating margin
- Quarterly Review sheet comparing Q1 through Q4 budgeted vs actual revenue, expenses, and net income with variance analysis
- Year-over-Year sheet comparing current year budget against prior year actuals for revenue, expenses, and margin by category
- Actuals columns alongside every budget figure for ongoing budget vs actual tracking throughout the year
- Works in Microsoft Excel, Google Sheets, and LibreOffice Calc with no macros required
Preview
See what's inside this template
How to Use This Template
Set revenue targets
Go to the Revenue Budget sheet and enter your monthly revenue targets for each revenue stream. Set a growth rate assumption to project future months from a base figure.
Plan expenses
Fill in the Expense Budget sheet with monthly planned spending for each category. Use the Department Budgets sheet to build up salary and headcount costs by team.
Track actuals each quarter
As each quarter ends, enter actual revenue and expense figures alongside the budget in the Quarterly Review sheet to see variance.
Compare to prior year
Enter last year's actuals in the Year-over-Year sheet to frame this year's budget in context and identify significant changes by line item.
Built by Claude AI. Perfected by us.
We use Claude AI to draft each Pro template after deep research. Then our team steps in - refining the layout, stress-testing every formula, fixing edge cases, and polishing the design. The AI gets us 80% there. The last 20% is all human judgment.
One-time purchase. No subscription. Works in Excel & Google Sheets.
Frequently Asked Questions
How many revenue streams and expense categories can I budget?
Up to 10 revenue streams and 15 expense categories, each with monthly amounts across all 12 months. Annual totals and averages calculate automatically.
How does the department budget work?
The Department Budgets sheet lets you allocate budget across up to 6 departments. Each department has rows for headcount, average salary, benefits, and operating expenses. Department totals feed into the consolidated expense budget.
How does the quarterly review work?
Enter actual figures at the end of each quarter. The Quarterly Review sheet compares budget vs actual for revenue, expenses, and net income per quarter and year to date, showing both dollar and percentage variance.
What does year-over-year show?
It compares this year's budget against last year's actuals for each revenue and expense line. Variance columns show dollar change and percentage change, making it easy to see where the budget represents significant shifts.
Can multiple people contribute to the budget?
The department budget structure helps divide input - each department owner can fill in their section. Consolidation happens automatically on the Expense Budget and Dashboard sheets.
What do I get after purchase?
You receive an Excel file (.xlsx) that works in Microsoft Excel, Google Sheets, and LibreOffice Calc. Download it immediately after purchase - no signup or account required.
Is there a free version?
Yes. The free version of this template is available with basic features. The Pro version adds advanced analysis, more capacity, and additional sheets.
What if it does not work for me?
Contact us and we will help troubleshoot. The template works in Microsoft Excel, Google Sheets, and LibreOffice Calc with no macros required.
Looking for more Pro templates?
We offer Pro versions of our most popular spreadsheet templates with advanced features, more capacity, and deeper analysis.