Budgeting Templates

Download pre-built budgeting templates from CFI Marketplace to start planning, tracking, and measuring your financial goals!
Operating Budget Excel Template Operating Budget Excel Template
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An operating budget consists of all revenues and expenses over a specific period of time (usually quarterly or annually) which…
Financial Projection Template Financial Projection Template
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This Financial Projection Template is an extensive tool for both Financial analysts and Financial Planning and Analysis professionals. The template…
Cash Budget Template Cash Budget Template
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A cash budget template is a financial model built to plan for future funding needed based on historical cash inflows…
Operating Profit Margin Excel Calculator Operating Profit Margin Excel Calculator
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Operating profit margin, also referred to as EBIT (short for earnings before interest and tax) margin, is a profitability ratio…
Advanced Personal Budget Template Advanced Personal Budget Template
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This advanced personal budget template includes everything you need to keep track of your daily, monthly, and yearly personal finances!…
Actual vs. Budget by Department (Fully Dynamic) Actual vs. Budget by Department (Fully Dynamic)
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This template is used to compare budget with actual results per department, per month, monthly or YTD. BY choosing among…
Monthly Finance Report (Pivot Table) Monthly Finance Report (Pivot Table)
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The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…
Personal Budget Template Personal Budget Template
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This personal budget template is a basic tracker for your daily, monthly, and yearly personal finances! Use this budget if…
Daily Cash Flow Template Daily Cash Flow Template
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Free Daily Cash Flow Template Excel. 1 Click to Get It!   Free Daily Cash Flows Projection Template. Free daily…
Simple Cash Flow Statement Template Simple Cash Flow Statement Template
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Free Cash Flow Statement Excel Template. 1 Click to Get It! Free Cash Flow Statement Excel Template. Free Cash Flow…
WEEKLY CASH FLOW TEMPLATE - 9 WEEKS WEEKLY CASH FLOW TEMPLATE - 9 WEEKS
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Free Weekly Cash Flow Template. 1 Click to Get It! Free Weekly Cash Projections Excel Template. Free Cash Flow Spreadsheet.…
Cash Flow Dashboard Template Cash Flow Dashboard Template
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Get free nicely built Cash Flow Dashboard for your business. Analyze the movements of cash inside your business smart and…
Retail Inventory Retail Inventory
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Enter and manage up to 2000 different Products Set custom re-order points for each product Simple and Easy data entry…
Comprehensive Monthly Management Finance Report (Fully Integrated) Comprehensive Monthly Management Finance Report (Fully Integrated)
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There are two files: the first one is the mapping for the second file. Convert your TB into your special…
Manufacturing Company Budget Template Manufacturing Company Budget Template
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The Manufacturing Company Budget Template is a flexible financial planning tool in MS Excel for a manufacturing company. The template…
Professional Services Budget Excel Template Professional Services Budget Excel Template
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The Professional Services Budget Template is a flexible financial planning tool for a company or an individual entrepreneur who provides…

Budgeting Templates and Excel Models

What is Budgeting?

Budgeting is the development of a strategic plan on how a company will allocate its resources. Budgeting is an important process for all businesses, as it helps plan the actual operations of the business, coordinate the activities and departments of organizations, and motivate managers to achieve the budgeted goals. The budgeting process typically goes through 4 steps: (1) setting objectives and goals, (2) tracing strategies to achieve those goals, (3) creating measurement techniques and tools, (4) setting targets to be met. Budgets can then be used retroactively to evaluate performance. These budgeting templates can help you save time on your financial planning & analysis.

Types of Budgeting Templates:

A company with a robust budget framework will have a master budget that consists of operating budgets, capital expenditure budgets, and cash budgets.

Operating Budget Template

An operating budget is a plan focused on allocating resources for a company’s major day-to-day operations. It typically breaks down the projected revenue and operating expenses such as salaries by operating segments.

Capital Budget Template

A capital budget is typically devised to plan the purchase of a big asset such as PP&E. Investments in PP&E (CapEx) typically require a large initial cash outflow. The capital budget helps lay out necessary investments and the associated risks, which helps management with their decisions.

Cash Budget Template

The main purpose of a cash budget is to help management plan, track and allocate the company’s cash flows effectively. It outlines the timing of all of the company’s significant cash inflows and outflows, which provides insight on how much additional funds should be raised.

Why is Budgeting Important?

Planning is a vital part of any successful business’ strategy, and a budget allows a company to set goals and have a measurable target to compare its performance to. Use these Budgeting Templates to help set, track, and measure your goals!