That’s why it’s so important to take the time to create an accurate and realistic budget that's specific to your business and goals. It can help you minimize risk and experiment with how to best allocate resources. It’s a key factor when raising capital, whether you're applying for a loan or pitching investors, and a cornerstone of your business plan.
Your monthly budget worksheet is a roadmap for your business, helping you define priorities, understand where your business is going, and determine whether you’re on the right path. How does a monthly budget worksheet help you? But budgeting is absolutely essential to your success. Granted, you’d almost certainly rather spend time refining your product, talking with happy customers, or honing your investor pitch than hunch over spreadsheets, calculating the seemingly impossible amount of money it’s going to take to get your business off the ground. Business plans, leases, financing, legal documents - and monthly budget sheets. *You do not have permission to distribute or re-sell the template, so please don't do it.Starting a business can be an overwhelming process. If you have any questions feel free to contact me.
You will receive an Excel Spreadsheet and PDF with guidance. Some of these could also be added as a sub-category, underneath the Miscellaneous tab.Ģ.) Health Insurance and/ or 3.)Life Insurance (If these are deducted directly from your paycheck, you may or may not want to include, if you plan to enter your take-home income after it is deducted). This will really help to pinpoint what your spending habits are, while being able to look at the entire picture.īelow are some optional categories I can add to the main budget tab upon request. All subcategories will sum up in a category summary worksheet. The 4 main categories will appear in the first picture (the main budget tab). You can easily add more sub-categories (directions included). There will be a separate tab/worksheet for 4 main categories of expenses and then within each worksheet you will be able to assign sub-categories (up to 24 to choose from). You will also see the annualized income and expenses when all 12 months are populated. This saves you time by only having to enter an expense once.Īnother feature that will save you time, is when you have a standard expense that is the same every month, you only have to enter it 1 time and the amount is automatically populated for all 12 months. The workbook contains several tabs/worksheets that are all linked together in the main summary worksheet.
This monthly budget spreadsheet is a wonderful tool for you to organize all of your finances.
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