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Small Business Budget Example

Use this free template with Google Sheets and Microsoft Excel

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Description:

Our Small Business Budget Example is editable and ready for use online and offline on any device. This template offers a structure and design that will help you create a company budget and track income and expenses across essential categories. Plus, our business budgeting template is available for free.

Beginner-Friendly Small Business Budget Example

Most calculations and sheets included in our free budget templates are automatic, and this spreadsheet is no exception. Simply track your income and expenses by adding each transaction to the Income/Expenses sheet. Within these sheets, you enter the date, REF#, description, amount, and tax. Net income/expense is calculated automatically. You also need to select the payment method and category from the customizable drop-down list.

Afterward, you'll receive a detailed:

  • Annual summary with total net income, profit, charts, and a breakdown by month.
  • Monthly overview with income/expense breakdowns by category, goal vs. total profit, and precise key metrics.

To easily customize drop-down lists, simply enter new values for them in the Setup section. Use this spreadsheet now, or choose a biweekly budget template in Excel on our website.

Download for Free (Attribution required).
Edit in Google Sheets
Download in Excel
  • Free Template
  • Easily change the text, images, and more
  • Created: June 1, 2025
  • Author: Natalia Prokhorenko
  • DPI: 300. Ready to Print at Office/Home
  • Size: 297 x 210 mm
  • Free Standard Google fonts
  • Compatible: Google Sheets and Microsoft Excel
  • Color: White , Yellow
  • Style: Professional
  • Downloads: 119
  • Added to collections: 3