Sheet template · Finance

Small Business Budget

Plan monthly business spending with planned, actual, and variance formulas.

Owner-led companies and finance or operations teams that need a lightweight monthly planning sheet.

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Structured preview

Small Business Budget at a glance

Preview only4 columns · 3 sample rows
CategoryPlannedActualVariance
Payroll$12,000$11,800=B4-C4
Software$850$910=B5-C5
Total=SUM(B4:B7)=SUM(C4:C7)=SUM(D4:D7)

Variance and total cells are stored as editable formulas, not rendered calculations.

What's included

  • Monthly expense categories
  • Planned versus actual columns
  • Variance formulas
  • A total row ready for real numbers

How to use it

  1. 1Rename categories and enter the monthly plan.
  2. 2Replace sample actuals as expenses arrive.
  3. 3Use the variance column to spot overspend or room to reinvest.

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