Monthly Budget Planner Template
Comprehensive monthly budgeting tool for small businesses with income and expense tracking, dashboard summaries, and visual charts.
This Monthly Budget Planner Template is designed for small business owners, particularly service-based or retail establishments like cafes. It includes multiple worksheets: a Summary dashboard that provides an overview of financial performance, an Income sheet to track revenue streams, an Expense sheet to monitor spending across categories, and Chart Support sheets for visual analytics. The template features built-in formulas using DATEVALUE, IF, IFERROR, and SUM functions to automatically calculate totals, compare expected versus actual figures, and identify variances. Charts are included to visualize budget performance trends throughout the month, making it easy to spot spending patterns and revenue fluctuations at a glance.
What's inside
- Multi-sheet workbook with Summary, Income, Expense, and Chart Support tabs
- Dashboard overview with key financial metrics
- Income tracking by source or category
- Expense categorization and tracking
- Expected vs Actual comparison columns
- Automated calculations using SUM, IF, and IFERROR functions
- Visual charts for budget performance
- Monthly view with date tracking
- Business contact information section
Download this template
.xlsx · 5 sheets · included with lifetime access
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