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Simple Project Budget Template Spreadsheet

Use this free template with Google Sheets and Microsoft Excel

4.25 (1 reviews)
Last updated Updated July 11, 2026
Created by Natalia Prokhorenko
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Template Specification

Format Google Sheets, Microsoft Excel
Created August 31, 2025
Last Updated July 11, 2026
Community Added to collections by 4 Users
Usage Stats 32 downloads this month

About this template

Take advantage of our Simple Project Budget Template Spreadsheet to effortlessly manage your project finances. This template allows you to track expenses, plan a budget for a specific period, compare it with actual expenses, and obtain statistics across various categories. This Google Sheets and Excel project budget template will undoubtedly become an indispensable tool for your team.

Utilize an All-in-One Yet Simple Solution to Plan a Project Budget

This well-designed template includes everything you need to track your project expenses and allocate them among different categories. The simple design features a blue header and white background, with easy-to-read bold fonts and highlights for each cost category.

The template's structure is following:

  • The Expenses section contains key categories such as office rent, utilities, staff salaries, PR events, and more. You can customize these to suit your project’s needs.
  • The Financial Metrics section automatically calculates total expenses, income, net profit, profitability percentage, payback period, and ROI.
  • The Income and Investments allow you to include income and investment categories and amounts.

The right side of the template also features a bar chart showing planned vs. actual expenses and income. Like the financial metrics section, it is automatically generated based on the data you enter. Choose a budget spreadsheet for any task on our website.

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PLATFORM

Google Sheets

Opens in browser

Microsoft Excel

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

WHAT’S INCLUDED

Customizable expense and income categories
Automatic variance and profitability calculations
Planned vs. actual bar charts
Financial metrics summary section

Budget Tips

1
Update budget entries monthly for accuracy and insights.
2
Customize categories to fit project-specific needs.
3
Use charts to visualize spending patterns easily.
4
Regularly review variances to adjust future budget plans.

FAQ

Is the template compatible with Excel? Yes, it works with both Google Sheets and Excel.
How easy is this template to use? It's designed to be user-friendly with clear instructions.
Can I customize the categories? Yes, categories are fully customizable to suit your project.
Is this budget template free? Yes, it's completely free to download and use.
Does it include financial insights? Yes, it provides key financial metrics and insights.
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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

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