The Best Free Business Budget Worksheets
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Keeping track of expenses as a business owner can be taxing. You have to document every detail to make sure you stay within your spending limits while promoting your products or services, delivering on promises, and developing new offerings.
A business budget worksheet can help you stay organized.
Having a template to work from will cut down on the time it takes to write down the details of a budget, help you prioritize projects and allocate resources to get them done, and reveal trends of the money you spend versus the results achieved.
Depending on the complexity of your company, you may need to oversee a number of individual budgets while managing the overall spend. The business budget worksheets below range from specific templates — from product marketing to website redesign — to comprehensive ones that cover all aspects of your marketing plan.
Let’s dive in so you can take control of your budget like never before.
How to Write a Business Budget
1. Use Budget Templates
Creating a business budget from scratch can be overwhelming—you need to capture the details of each month’s projected budget, actual spend, and the cumulative total of each.
If you’ve never written a business budget or are looking for a specific marketing worksheet, you can start with HubSpot’s Marketing Budget Templates. This download includes eight well-designed and detailed templates to easily manage your finances, with options for Microsoft Excel or Google Sheets. A quick overview explains how to use each template so you can easily start filling in your own information.
2. Set Your Strategy and Goals
To make the most of your budget, you have to know what goals you want to achieve and the strategy to get there. If you’re working to bring in more sales (a goal) and plan to improve your website to attract leads (the strategy), you’ll have to put funds towards the redesign project.
Check out these strategic planning models that can help map out your long-term goals if your business is just getting off the ground. That way, your budget will reflect the financial resources needed to accomplish your objectives.
3. Gather the Numbers
Every company has different needs, so no one budget will be exactly the same. A branding and creative budget, for example, will have vastly different line items than a website redesign budget.
No matter what budget you’re putting together, you’ll need all of the relevant expenses for a comprehensive overview. Here are the basic numbers you may want to include:
- Revenue projections: Consider your historical financial performance and projected growth income.
- Fixed-cost projections: The costs that don’t change (i.e. employee compensation, office rent, business software, insurance, and utilities).
- Variable-cost projections: The costs that may change month-to-month (i.e. overtime compensation, supply costs, or software that varies by usage).
- Annual project expenses: The cumulative costs of implementing all of your company goals for the year.
- Individual project expenses: The costs …read more
Source:: HubSpot Blog