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This spreadsheet contains two sample business budgets designed for companies providing services or selling products.

Financial budget excel. The Services worksheet is a simple business budget that separates income and business expenses into categories that closely match those used in an income statement. Getting Started With a Personal Budget Template in Excel Now that youve made a list of your goals and started tracking your expenses you can begin creating your actual budget using a personal budget template. For even more budget plans that are in Microsoft Excel formats take a look at our other collection of Excel Budget Templates.

Fill in the appropriate values. Budgeting with this free Personal Monthly Budget template from Microsoft allows you to just input your income value and your expenses and they will be calculated automatically the difference and your monthly balance and deficit. One of the more visual budgeting templates the budget wheel is a fun way to see where your money goes.

DO set financial goals both short-term and long-term and record your progress. These statements should include an itemized list of the fixed and variable expenses you incurred during the year. The Original Free Budget Spreadsheet Version 2 This spreadsheet for Excel 97-2003 or 2007 automatically calculates how much you have left to spend in your monthly budget categories as you input spending on a calendar-like grid.

In this example you are inserting the function in cell S2. Event budgeting templates itemize expenses including costs for the venue refreshments entertainment and more so you know where each penny goes. To create a budget you must project future revenue and expenses.

DO pay yourself first. Download a free budget template so youll always know your current financial standing. To get started you can use my free personal budget spreadsheet template in Excel or Google Sheets to track your income and expenses using a common set of budget categories.

The lookup value in this example is the commitment item value in the same. Dos and Donts When Managing Your Finance. Get the free Excel waterfall chart template a great way to graph changes and impacts of financial metrics in Excel.

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