Small business budget

What’s inside

• A monthly plan for a calendar year you choose
• Actual income and spending totals from transaction entries
• Planned and actual surplus, plus variance
• Transaction dates, categories, descriptions and references
• A native monthly cash-flow chart that updates from your entries
• A user guide with clear instructions

Before you choose

A cash planning tool, not a profit-and-loss statement or bank reconciliation. No VAT, tax or payroll calculations are included. All values use GBP.

Designed as an editable XLSX workbook with clearly shaded input and formula cells. Formula checks have been completed in the generating engine; desktop Excel testing remains recommended. Google Sheets and mobile compatibility are not guaranteed.

Use within one business. Do not resell or redistribute the template.