Excel Template
12-Month Business Forecast & Budget Planner (Excel Template)
Plan ahead with confidence.
This simple and effective Excel template helps you forecast your business income and expenses for the next 12 months. Whether you’re a small business owner, freelancer, or side hustler, this tool makes it easy to map out your cash flow, set monthly budgets, and see how your business might perform over the coming year.
✅ What's Included:
- Pre-built Excel template (.xlsx)
- 12-month forecast (monthly view)
- Cash In and Cash Out sections
- Automatic totals and calculations
- User-friendly Cover sheet for setup
- Bonus: 1-page Quick Start PDF Guide
💡 Great For:
- Budget planning and expense tracking
- Preparing for loans or funding
- Client reports or internal reviews
- Side hustles, start-ups, or solo businesses
🔧 No advanced Excel skills needed!
Just enter your figures in the clear layout provided and let the built-in formulas do the work.
📥 Format:
- Excel file (.xlsx)
- PDF Quick Start Guide
📌 Notes:
- Compatible with Excel 2016 or later
- Works best on desktop or laptop
- Fully editable — reuse it for different projects