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Small Business Company Budget Template

Use this free template with Google Sheets and Microsoft Excel

4.25 (1 reviews)
Last updated Updated July 18, 2026
Created by Natalia Prokhorenko
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Template Specification

Format Google Sheets, Microsoft Excel
Created July 6, 2025
Last Updated July 18, 2026
Community Added to collections by 14 Users
Usage Stats 14 downloads this month

About this template

Creating an effective budget for your company will be much easier with our Small Business Company Budget Template. This versatile and editable sample can be used in any business, from consulting and IT services to cafés. Simply download or get a copy of our free budget template in Google Sheets or Excel format and start filling it out.

Smarter Financial Planning for Small Businesses

This spreadsheet offers two main sheets for recording and generating automated calculations and charts, and a separate one for customizing drop-down lists and categories. The design is simple and uncluttered, with a white background and a cream palette.

Using it, you'll get a small business budget template with:

  • Automatic calculations of planned and actual income amounts, fixed and variable expenses, debts, and investments.
  • Charts and diagrams that automatically show available cash, calendar balance overview, and spending breakdown.
  • A separate sheet for tracking spending and income, including dates, categories, details, and amounts for each transaction.
  • A setup sheet that helps you customize the template without any special skills (click on a placeholder, change the text, and you're done).

This tool is perfect for tracking expenses and profits within your company and allocating the budget for a specific financial period. You can enter the month, start date, and end date in the template header. We also recommend checking out our annual budget template in Google Sheets.

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Free Template

Download Free Template

Choose your platform and start editing right away
PLATFORM

Google Sheets

Opens in browser

Microsoft Excel

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

WHAT’S INCLUDED

Automatic calculations and visual charts
Detailed spending and income sections
Customizable drop-down lists for categories
Separate tabs: overview and transactions

Budget Tips

1
Regularly update entries for accurate tracking
2
Use categories to detail your expenses
3
Review charts monthly for financial insights
4
Customize lists to fit your business needs

FAQ

Is it compatible with Excel? Yes, it's available for Excel and Google Sheets.
Is this template easy to use? Absolutely, designed for intuitive use without special skills.
Can I customize categories? Yes, easily customize categories to suit your needs.
Is the template free? Yes, it's completely free to download and use.
How do the charts update? Charts update automatically with new data 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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