Get unlimited access to 5000+ Templates for Google Docs, Slides and Sheets
Unlimited Access
ADVERTISEMENT
ADVERTISEMENT

Basic Small Business Budget Template

Use this free template with Google Sheets and Microsoft Excel

4.25 (1 reviews)
Last updated Updated July 18, 2026
Created by Natalia Prokhorenko
ADVERTISEMENT

Template Specification

Format Google Sheets, Microsoft Excel
Created October 9, 2024
Last Updated July 18, 2026
Community Added to collections by 21 Users
Usage Stats 2 downloads this month

About this template

A business budget can be easy to use, clear, and well-structured. Our Basic Small Business Budget Template will help you create a document even without specialized spreadsheet skills. Use this ready-made business budget template in Excel and Google Sheets to track profits and expenses each month and generate an annual report.

Professional Basic Budget Template for Small Businesses

This option fully covers the basic budgeting needs of any business. Moreover, the pre-made structure and built-in formulas make the process significantly easier, so creating a proper budget becomes effortless.

Anyone can use our budget spreadsheet:

  • Rename income and expense categories to match your business needs.
  • Enter current amounts for all income, expense, tax, and investment categories for the month.
  • Automatically obtain key metrics, including cash flow, total spending, profit/loss, and closing cash balance.

This spreadsheet takes just a few minutes to complete, instead of the hours you would otherwise spend building one from scratch. Choose a Google Sheets annual budget template for your personal or business tasks on our website.

ADVERTISEMENT
Free Template

Download Free Template

Choose your platform and start editing right away
PLATFORM

Google Sheets

Opens in browser

Microsoft Excel

.xlsx
PAPER SIZE
A4
Google Sheets – A4
No account required • Attribution required

WHAT’S INCLUDED

Detailed monthly tracking for income and expenses
Automatic profit and loss calculation
Customizable tax and investment categories
Comprehensive cash flow management section

Budget Tips

1
Regularly update expenses to maintain accuracy
2
Adjust categories to fit your business model
3
Review cash flow monthly for better insight
4
Utilize built-in formulas for quick calculations

FAQ

Is this template compatible with Google Sheets? Yes, it works with both Google Sheets and Excel.
Is this template user-friendly? Absolutely, it's designed for ease of use with clear instructions.
Can I customize the income categories? Yes, you can rename and add categories as needed.
Is the template free to download? Yes, it's available for free download.
Does it include cash flow calculations? Yes, it automatically calculates cash flow based on your entries.
ADVERTISEMENT

How to Use and Edit This Template

Get Your Document
1

Get Your Document

Click the "Edit Template" button to create your own editable copy in Google Sheets or download for Microsoft Excel
Customize Everything
2

Customize Everything

Easily change colors, fonts, and layouts to match your unique style or brand identity
Add Your Content
3

Add Your Content

Fill in your data, upload images, and replace the placeholder text with your own information
Print, Export, or Share
4

Print, Export, or Share

Print, export as PDF, or share instantly

Related Templates

Recently Viewed