Small Business Budget Bundle for Excel and Google Sheets
Plan budgets monthly and yearly, then track actuals
Monthly Business Budget, Annual Business Budget, and Expense Report in one package - plan on both horizons and reconcile actuals against the plan as the month and year unfold. Save $22 versus buying separately.
One-time purchase
What's Included
Templates in This Bundle
Three tools to plan and track business spending: monthly budget, annual budget, and expense report.
Monthly Business Budget
$19Set a monthly operating budget by category, track actuals, and stay in control with remaining budget, pacing, and a projected year-end - all in one spreadsheet.
- 7 KPI cards covering budget, spend, and pacing
- Pacing alert banner comparing spend to year elapsed
- Column and line charts for budget vs actual
Annual Business Budget
$19A growth-driven three-year strategic budget with year-over-year drivers, a trajectory view, CAGR, and a conservative-to-aggressive scenario range.
- 7 KPI cards covering net, income, and growth
- Status alert on the net trend across years
- Income vs expenses chart plus planned net line
Expense Report
$15Log employee expenses, auto-calculate reimbursable amounts and mileage, summarize by category against policy caps, and submit a clean report.
- 7 KPI cards covering spend, reimbursable, and mileage
- Spend-by-category column chart
- Reimbursable vs company-paid column chart
Built for Results
Why This Template Works
Full-Year Expense Budget
Plan monthly income and expense budgets for your entire fiscal year across six expense groups, with annual totals and planned net.
No Formulas to Write
Enter numbers in highlighted input cells. All subtotals, percentages, charts, and status flags are pre-built and update automatically.
Excel and Google Sheets
Works identically in Microsoft Excel and Google Sheets. No macros, no add-ons, no proprietary functions.
Free Lifetime Updates
All future improvements to the budget template included at no extra cost.
Your Financial Data Stays Private
Runs entirely in your spreadsheet. Your data stays in your file - we never see or store it.
One-Time Purchase
Pay once, use forever. No subscriptions, no monthly fees, no recurring charges.
Got Questions?
Frequently Asked Questions
What's included in this bundle?
This bundle includes multiple premium spreadsheet templates that work together to give you a complete financial planning system. Each template is fully functional on its own, but they're designed to complement each other for comprehensive financial management.
How do I access the templates after purchase?
After purchase, you'll receive instant access to all templates in the bundle. Each template is a Google Sheets file that you can copy to your Google Drive and start using immediately. No software installation required.
Can I use the templates separately?
Yes, each template in the bundle works independently. You can use them separately based on your needs, or use them together for a more comprehensive financial planning system.
Do I get lifetime access to all templates?
Yes, your one-time purchase gives you lifetime access to all templates in the bundle, plus any future updates we make to improve them. No recurring fees or subscriptions.
Is buying the bundle better than individual templates?
Bundles offer significant savings compared to buying templates individually. You get all the templates at a discounted price, making it a good value if you need multiple financial planning tools.
Do you have access to my financial data?
No, we never have access to your financial data. All templates run in your own Google Sheets account, and your data stays completely private and secure on your Google Drive.
Can't find the answer you're looking for? Contact our team
3 templates included:
Small Business Budget Bundle for Excel and Google Sheets
Monthly Business Budget, Annual Business Budget, and Expense Report in one package - plan on both horizons and reconcile actuals against the plan as the month and year unfold. Save $22 versus buying separately.