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Small Business Budgeting Template

Use this free template with Google Sheets and Microsoft Excel

3.28 (3 reviews)
Last updated Updated July 18, 2026
Created by James Rodriguez
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Template Specification

Format Google Sheets
Created January 22, 2022
Last Updated July 18, 2026
Community Added to collections by 22 Users
Usage Stats 2 downloads this month

About this template

How much money do you need to open and successfully run a small business? We suggest you make all the calculations on our perfectly designed template. In this way, you will be able to avoid big financial mistakes and present your business idea in the best light to the investors. Open the template in Google Docs and enjoy using it.

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PLATFORM

Google Sheets

Opens in browser
PAPER SIZE
US Letter
Google Sheets – US Letter
No account required • Attribution required

WHAT’S INCLUDED

Detailed income and expense sections
Automatic expense and income calculations
Customizable with your business data
Visual summary of actual vs planned

Budget Tips

1
Review your budget quarterly for accuracy.
2
Use notes to track expenditure reasons.
3
Compare planned vs actual monthly to adjust strategies.
4
Highlight unexpected expenses for future planning.

FAQ

Is this template compatible with Excel? Yes, you can download and use it in Excel.
Can I customize the categories? Absolutely, you can rename and add categories as needed.
Is it easy to use? Yes, it's designed for simplicity and practicality.
Is there a cost to download? No, this template is free to download.
Does it include any formulas? Yes, the template includes automatic calculation formulas.
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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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