Take control of your yearly finances with our Annual Business Budget Template.
Track projected and actual income, monitor expenses, and measure performance in one organized spreadsheet.
Fully customizable and easy to use, it helps you stay focused on profitability and growth.
What Is an Annual Business Budget Template?
An annual business budget template is a structured financial planning document that helps businesses project and track their expected revenues, expenses, and profits over 12 months.
This template serves as both a planning tool for setting financial targets and a reference point for making informed business decisions throughout the year.
Download Spreadsheet Daddy’s Free Annual Business Budget Template
Our Annual Business Budget Template helps you track projected versus actual income and expenses throughout the year.
What’s included
- Monthly projected vs. actual tracking columns: Each of the 12 months includes paired “Projected” and “Actual” columns for both income and expense entries, enabling you to compare your financial forecasts against real-world performance throughout the year and identify variances as they occur.
- Dual-section income and expense organization: The template features two distinct sections with multiple blank rows, one dedicated to income sources and another for expenses, each with a “Description” column for categorizing line items and automatic total rows that aggregate all entries within each section.
- Summary dashboard with variance analysis: The top section displays three key metrics (Total Income, Total Expenses, and Net Profit/Loss) with Projected, Actual, and Variance columns, providing an at-a-glance view of your annual financial performance and highlighting deviations from your budget plan.
- Comprehensive 12-month layout: The spreadsheet spans the entire calendar year from January through December, with each month receiving equal column space for both projected and actual figures, ensuring consistent budget tracking across all fiscal periods.
The template is fully customizable, allowing you to add or remove columns based on your specific business needs.
Choose your preferred format and access the free Annual Business Budget Template using the links below:
How to Use Our Annual Business Budget Template
1. Grab the template in Excel or PDF format, or create a live version in Google Sheets.
2. Provide detailed descriptions for each transaction and include both projected and actual amounts for every month in the Income and Expenses sections.
3. The template automatically totals the projected and actual amounts for each month within each section.
4. At the top, the template automatically calculates the overall total projected and actual income, expenses, and the variance between them.
