Small Business Budget Planner | Excel & Google Sheets Template | Dark + Light

Plan your year once, check in monthly, and always know where your money is going.

A simple plan-versus-actual budget built for small businesses. Set your monthly plan once, enter what really happened at the end of each month, and see right away which categories are on target, under or over.

What's Inside

• Dashboard with income, expenses and cash left over for any month you pick
• Plan vs. actual for every category with On target, Under and Over labels
• Full-year Budget Plan with one amount per month that you can override
• Charts for plan vs. actual by month and cash left over
• Owner pay and tax savings built in as budget lines
• Rename categories once and they update everywhere

What You Get

• Two versions: Dark (Midnight Blue) and Light. Same features, two looks.
• A Start Here guide with 4 quick setup steps
• Sample data so you can see how it works, easy to clear when you're ready
• Built-in Welcome and Tips tabs
• Formulas are locked so nothing breaks by accident (no password, so you can still customize)

Perfect For

Small business owners, shop owners and freelancers who want a yearly plan.

Works With

Microsoft Excel 2019 or newer, including Microsoft 365 (Windows and Mac), and Google Sheets. This is a digital download. Nothing will be shipped.

Good To Know

Personal license for one person or one business. Please don't share, resell or redistribute the files.

Questions? Email BizBloomStudio@proton.me