Business template
Business budget
Plan the year by quarter for every department and line item. Department totals and a stacked chart show where the money goes.
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- No account needed to try
- Download as .xlsx
What's inside
Everything is a normal workbook once you open it: change the numbers, rename the sheets and make it yours.
1 sheet
- Budget
72 formulasTotals, lookups and checks are already worked out, so the sheet updates as you type. 196 filled cells in all.
Built in
- Charts
- Conditional formatting
- Dropdowns
- Frozen headers
- 1 chart
- 2 conditional format rules
A look at the Budget sheet
The top left of the first sheet, calculated by SheetsBat. Open the template to see all of it.
| A | B | C | D | E | F | G | H | |
|---|---|---|---|---|---|---|---|---|
| 1 | Annual business budget 2027 | |||||||
| 2 | Enter quarterly amounts per line item. Totals, shares and the department summary update automatically. | |||||||
| 3 | ||||||||
| 4 | ANNUAL BUDGET | LARGEST DEPARTMENT | PEAK QUARTER | AVERAGE PER QUARTER | ||||
| 5 | $3,083,200 | Engineering | Q4 | $770,800 | ||||
| 6 | ||||||||
| 7 | Department | Line item | Q1 | Q2 | Q3 | Q4 | Full year | Share |
| 8 | Sales | Sales salaries | 186,000 | 186,000 | 192,000 | 198,000 | $762,000 | 24.7% |
| 9 | Sales | Commissions | 38,000 | 42,000 | 45,000 | 56,000 | $181,000 | 5.9% |
| 10 | Sales | Travel and events | 12,000 | 18,000 | 9,000 | 15,000 | $54,000 | 1.8% |
| 11 | Marketing | Paid advertising | 45,000 | 52,000 | 48,000 | 64,000 | $209,000 | 6.8% |
| 12 | Marketing | Content and design | 18,000 | 18,000 | 20,000 | 20,000 | $76,000 | 2.5% |
- budget
- business
- departments
- quarterly
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