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Small Business Budget Example

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 June 1, 2025
Last Updated July 11, 2026
Community Added to collections by 8 Users
Usage Stats 27 downloads this month

About this template

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.

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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

Annual and monthly summary tabs
Income and expenses tracking sheets
Automatic calculations and formulas
Visual graphs: bar chart, pie chart

Budget Tips

1
Regularly update your income and expense entries
2
Customize categories to fit your business needs
3
Use graphs to quickly assess financial health
4
Set realistic goals for improved financial planning

FAQ

Is this template compatible with Excel and Google Sheets? Yes, you can use it in both platforms.
How easy is it to use for beginners? It's beginner-friendly with most calculations automated.
Can I customize the categories? Yes, categories can be customized easily in the setup section.
Is the template free to download? Yes, it is available for free download.
Does it include tax calculations? Yes, taxes are calculated automatically based on entries.
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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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