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Organized Business Budget Template
Use this free template with Google Sheets and Microsoft Excel
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Template Specification
Format
Google Sheets, Microsoft Excel
Created
October 18, 2024
Last Updated
July 18, 2026
Community
Added to collections by 75 Users
Usage Stats
65 downloads this month
About this template
Explore our all-in-one Organized Business Budget Template to help you run your business! Our spreadsheet includes many sheets to manage different categories of your business.
Everything You Need in One Template
Our editable and printable business budget example consists of seven pages. Each sheet is designed for a specific task:
- The Vendors section will help you create a table of all sellers on one sheet. Here, you can add all the data for easy searching, including vendor ID, name, contacts (address, phone number, city, postal code, and country), payment terms, delivery time, rating, and status.
- The Customers section will help you organize information about your clients. Here, you can enter names, details, time of first and last purchase, and additional notes.
- The Income and Expense sections are needed to describe any sources of your budget and costs. Sections for taxes, contracts, authorizations, and invoice numbers are included.
- Monthly & Annual Summary will help you sum up your total income and expenses. These sections also include graphs and calculations needed for automatic accounting.
- In the Setup list, you can enter all the necessary categories for different pages (cost and profit categories, payment methods, lists of persons for authorization, months, etc.).
With our Excel and Google Sheets budget template, you will not need additional tools to systematize data about your business. Moreover, you can use this tool for free!
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PLATFORM
PAPER SIZE
A4
No account required • Attribution required
WHAT’S INCLUDED
Comprehensive monthly and annual summaries
Integrated vendor and customer management tabs
Dynamic charts for quick visualization
Pre-set formulas for automatic calculations
Budget Tips
Customize categories to fit your business needs.
Regularly update data for accurate analysis.
Review summaries monthly to adjust budgets.
Utilize charts for a visual financial overview.
FAQ
Is the template compatible with Excel?
Yes, it works in both Excel and Google Sheets.
How easy is it to customize?
Very easy, with editable categories and formulas.
Is this template free to use?
Yes, you can use it for free.
Do I need any technical skills?
No, basic spreadsheet skills are enough.
Can I track taxes with this template?
Yes, it includes sections for taxes.
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How to Use and Edit This Template
Get Your Document
Click the "Edit Template" button to create your own editable copy in Google Sheets or download for Microsoft Excel
Customize Everything
Easily change colors, fonts, and layouts to match your unique style or brand identity
Add Your Content
Fill in your data, upload images, and replace the placeholder text with your own information
Print, Export, or Share
Print, export as PDF, or share instantly
