Business Budget Planner — Plan Revenue & Expenses, Review YTD Variance

🔥 Business Budget Planner: Instant Download

Plan revenue and expenses month by month and compare them with your actual results.

A business budget in one Excel workbook: 4 working tabs plus Start and Disclaimer, in one file that is yours to keep.

✨ What It Does for You

• Plan revenue and operating costs for every month, January to December
• Type or paste actuals as each month closes
• See plan vs actual with variance in YTD Variance
• Add notes to explain each variance

📦 What's Inside

• Start and Disclaimer: business name, year, and entity type, a 6-step how-to, a sheet map, and a plain-language disclaimer
• Revenue Plan: planned revenue lines (product or service sales, retainers, other income) for each month, January to December, with an annual column
• Expense Plan: planned contract labor, software, marketing, office, insurance, and other operating costs by month
• Actuals: closed-month revenue and expense totals for each month plus year to date; type them in or paste from your books
• YTD Variance: a plan vs actual view by bucket (revenue, expenses, net operating, key expense lines) with variance and notes

💡 Who This Is For

• Small business owners setting a budget for the year
• Freelancers and solo founders who want plan vs actual in one view
• Owners preparing a simple monthly management review

🔄 Before and After

• Before: A budget that only lives in your head. After: Revenue and expense plans laid out month by month
• Before: Actual results in one place and the plan in another. After: An Actuals tab next to the plan for each closed month
• Before: Finding out at year-end where you went over. After: A YTD Variance view of plan vs actual by bucket

⚡ Get Started in Minutes

• Download the .xlsx and open it in Excel or Google Sheets
• Enter your business details on Start
• Fill in Revenue Plan and Expense Plan
• Add actuals monthly and review YTD Variance

Organization only: not accounting or tax advice.

Sample data is fictional. Replace it with yours.

🔒 Instant Access

Once you purchase, you get immediate access to your file. It is yours to keep.

We’re a new store, but our digital tools are built to save you time, simplify your workflow, and help your business grow. Your trust matters — and every product is designed to deliver real results.

Thank you for supporting a growing brand.

— Kyle P. Herrick, Founder

✔️ Satisfaction Guarantee

If this template doesn’t help you save time or improve your workflow, message me and I’ll make it right. Your success matters.

💬 Need Help?

Message me anytime. I’m here to help you get the most out of your templates. Email herrickkyle87@outlook.com.

Plan your business year today. Click Buy Now.